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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 | |||||
|---|---|---|---|---|---|---|---|
| EDGEROCK WEALTH MANAGEMENT CRD 312325 | Denver, CO | Advisory firm LLC | $578.9M | 13 advisors | Percentage of AUM | View | |
| CIVITAS CAPITAL MANAGEMENT, LLC CRD 319105 | Dallas, TX | Corporate platform LLC | $578.6M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BOXER CAPITAL MANAGEMENT, LLC CRD 330106 | San Diego, CA | Corporate platform LLC | $578.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OXLER PRIVATE WEALTH CRD 309684 | Rye Brook, NY | Advisory firm LLC | $578.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| VALUEWORKS, LLC CRD 116850 | New York City, NY | Advisory firm LLC | $577.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLODIUM INVESTMENT CONSULTANTS, LLC CRD 135812 | Minneapolis, MN | Advisory firm LLC | $576.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANGELENO GROUP, LLC CRD 159677 | Beverly Hills, CA | Corporate platform LLC | $576.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MUDDY WATERS CAPITAL LLC CRD 281411 | Austin, TX | Advisory firm LLC | $576.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SHOREHILL CAPITAL LLC CRD 286004 | Chicago, IL | Advisory firm LLC | $576.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDERS MORRIS LLC CRD 20580 | Houston, TX | Advisory firm LLC | $576.1M | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| G&H INVESTMENTS CRD 317722 | Leola, PA | Advisory firm LLC | $576.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOMAIN TIMBER ADVISORS, LLC CRD 287750 | Atlanta, GA | Advisory firm LLC | $575.9M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BULLETPROOF CAPITAL, LLC CRD 341136 | Chicago, IL | Advisory firm LLC | $575.8M | 4 advisors | Fixed fees; Performance-based fees | View | |
| SOUTHOCEAN CAPITAL PARTNERS, LLC CRD 171580 | Ft.. Lauderdale, FL | Advisory firm LLC | $575.3M | 4 advisors | Percentage of AUM; CARRIED INTEREST PAID TO OUR AFFILIATED ENTITIES | View | |
| SAGE ADVISORS, LLC CRD 301328 | Edmonds, WA | Advisory firm LLC | $575.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | Columbus, OH | Advisory firm LLC | $574.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WESTERN STANDARD, LLC CRD 147864 | Los Angeles, CA | Advisory firm LLC | $574.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| REALIZATION CAPITAL PARTNERS MANAGEMENT LLC CRD 304264 | CA | Advisory firm LLC | $574.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CURTIS ADVISORY GROUP, LLC CRD 151695 | Santa Barbara, CA | Corporate platform LLC | $573.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASTION MANAGEMENT II LLC CRD 309685 | Stamford, CT | Advisory firm LLC | $572.7M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BURKETT FINANCIAL SERVICES, LLC CRD 140168 | Rock Hill, SC | Advisory firm LLC | $572.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC CRD 130132 | Lake Forest, IL | Corporate platform LLC | $572.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ITHAKA GROUP, LLC CRD 146975 | Arlington, VA | Corporate platform LLC | $572.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRASAD WEALTH PARTNERS CRD 332507 | Independence, OH | Advisory firm LLC | $572.1M | 5 advisors | Percentage of AUM; Fixed fees | View |