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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Limited liability companies — the most common structure for independent RIAs.
29,502 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| CONSOLIDATED FINANCIAL CRD 119695 | Dublin, OH | Advisory firm LLC | $588.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONE-GOFF PARTNERS CRD 281205 | New York, NY | Advisory firm LLC | $588.6M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| JADE MOUNTAIN PARTNERS, LLC CRD 290415 | White Plains, NY | Advisory firm LLC | $588.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTRUST CONSULTING, LLC CRD 108037 | Oklahoma City, OK | Advisory firm LLC | $588.2M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROCK FIDUCIARY SERVICES LLC CRD 153055 | New York, NY | Advisory firm LLC | $588.2M | 1 advisors | Fixed fees | View | |
| JPL WEALTH MANAGEMENT, LLC CRD 328474 | Greenwood Village, CO | Advisory firm LLC | $587.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EVERPAR ADVISORS LLC CRD 326468 | Tulsa, OK | Advisory firm LLC | $587.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| KIRR, MARBACH & COMPANY, LLC CRD 104634 | Columbus, IN | Advisory firm LLC | $587.7M | 7 advisors | Percentage of AUM | View | |
| CASTLE ROCK WEALTH MANAGEMENT, LLC CRD 199513 | Walnut Creek, CA | Advisory firm LLC | $587.1M | 7 advisors | Percentage of AUM | View | |
| HARPSWELL CAPITAL ADVISORS, LLC CRD 168996 | Yarmouth, ME | Advisory firm LLC | $587.0M | 2 advisors | Percentage of AUM | View | |
| SQUIRE WEALTH ADVISORS CRD 117750 | Orem, UT | Advisory firm LLC | $586.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUADRILLA CAPITAL, LLC CRD 314510 | Santa Barbara, CA | Advisory firm LLC | $586.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ARX MANAGEMENT, LLC CRD 305659 | El Segundo, CA | Advisory firm LLC | $586.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED FINANCIAL ADVISORS, LLC CRD 118261 | Town And Country, MO | Advisory firm LLC | $585.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEP MANAGEMENT LLC CRD 173481 | Salt Lake City, UT | Advisory firm LLC | $585.2M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KREITLER FINANCIAL LLC CRD 309056 | New Haven, CT | Advisory firm LLC | $584.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLSPRING WEALTH MANAGEMENT LLC CRD 134834 | Alpharetta, GA | Advisory firm LLC | $584.8M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RILEY FRIEDMAN ASSET MANAGEMENT CRD 155810 | Los Altos, CA | Corporate platform LLC | $584.8M | 2 advisors | Percentage of AUM | View | |
| TWIN PEAKS WEALTH ADVISORS CRD 323817 | AZ | Advisory firm LLC | $584.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BH3 FUND ADVISORS, LLC CRD 298967 | Fort Lauderdale, FL | Advisory firm LLC | $584.7M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| KDK PRIVATE WEALTH MANAGEMENT CRD 299583 | Houston, TX | Advisory firm LLC | $584.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM FIDUCIARIES LLC CRD 323673 | Boise, ID | Advisory firm LLC | $584.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| 424 CAPITAL, LLC CRD 167462 | Wakefield, MA | Advisory firm LLC | $584.5M | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEWROAD CAPITAL PARTNERS, LLC CRD 281487 | Bentonville, AR | Advisory firm LLC | $584.4M | 15 advisors | Percentage of AUM; Performance-based fees | View |