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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 | |||||
|---|---|---|---|---|---|---|---|
| HOBBS GROUP ADVISORS LLC CRD 157274 | Columbia, SC | Corporate platform LLC | $584.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTIS ADVISORS, LLC CRD 164498 | Wayne, PA | Advisory firm LLC | $584.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORTRESS PRIVATE LEDGER, LLC CRD 290298 | Raleigh, NC | Advisory firm LLC | $584.0M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERSIUM ADVISORS, LLC CRD 128335 | Atlanta, GA | Advisory firm LLC | $583.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| PATHVIEW WEALTH ADVISORS CRD 308292 | San Diego, CA | Advisory firm LLC | $583.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAESIDIUM INVESTMENT MANAGEMENT CRD 137980 | New York, NY | Corporate platform LLC | $582.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CITYMARK CAPITAL MANAGEMENT COMPANY LLC CRD 291405 | Cleveland, OH | Corporate platform LLC | $582.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| HOWARD BAILEY SECURITIES, LLC CRD 282712 | Fort Wayne, IN | Advisory firm LLC | $582.8M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE TRAIL ADVISORS CRD 154744 | Middlebury, VT | Advisory firm LLC | $582.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MANTEIO SCALABLE TECHNOLOGIES LLC CRD 333019 | Jersey City, NJ | Advisory firm LLC | $582.5M | 6 advisors | Percentage of AUM | View | |
| RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | Menomonee Falls, WI | Corporate platform LLC | $582.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHLIGHT CAPITAL PARTNERS CRD 170112 | Westport, CT | Advisory firm LLC | $582.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FRESHFORD CAPITAL MANAGEMENT, LLC CRD 158448 | Harrison, NY | Corporate platform LLC | $581.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ARMADILLO LITIGATION FUNDING LLC CRD 310764 | Houston, TX | Advisory firm LLC | $581.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| 55 NORTH PRIVATE WEALTH CRD 325325 | Winter Park, FL | Advisory firm LLC | $581.3M | 7 advisors | Percentage of AUM | View | |
| RAINIER INVESTMENT MANAGEMENT LLC CRD 105556 | Seattle, WA | Corporate platform LLC | $581.1M | 3 advisors | Percentage of AUM | View | |
| KEYSTONE GLOBAL PARTNERS LLC CRD 153147 | Denver, CO | Advisory firm LLC | $580.5M | 2 advisors | Percentage of AUM | View | |
| MOSAIC ADVISORS CRD 164913 | Houston, TX | Advisory firm LLC | $580.5M | 16 advisors | Fixed fees | View | |
| WINCH FINANCIAL CRD 110194 | Appleton, WI | Advisory firm LLC | $580.2M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWEST QUADRANT WEALTH MANAGEMENT CRD 158455 | Bend, OR | Advisory firm LLC | $579.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SAVANNA INVESTMENT MANAGEMENT LLC CRD 158770 | New York, NY | Corporate platform LLC | $579.5M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| ABLE WEALTH MANAGEMENT LLC CRD 298085 | Toms River, NJ | Advisory firm LLC | $579.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPG WEALTH MANAGEMENT LLC CRD 302075 | Atlanta, GA | Advisory firm LLC | $579.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATTERN WEALTH MANAGEMENT LLC CRD 304520 | Lawrence, KS | Advisory firm LLC | $579.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |