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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 | |||||
|---|---|---|---|---|---|---|---|
| VELA INVESTMENT MANAGEMENT, LLC CRD 306678 | New Albany, OH | Corporate platform LLC | $562.9M | 23 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| LIFEGUIDE FINANCIAL ADVISORS, LLC CRD 284842 | Mechanicsburg, PA | Advisory firm LLC | $562.9M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRADEN CIRCLE INVESTMENTS, LLC CRD 310227 | New York, NY | Advisory firm LLC | $562.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| JACOBSEN CAPITAL MANAGEMENT CRD 116085 | Salt Lake City, UT | Corporate platform LLC | $562.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MB GLOBAL ADVISERS, LLC CRD 166823 | New York, NY | Advisory firm LLC | $562.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STRONGBOX WEALTH, LLC CRD 304952 | Lee'S Summit, MO | Advisory firm LLC | $562.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECK CAPITAL MANAGEMENT LLC CRD 152705 | Austin, TX | Corporate platform LLC | $562.4M | 7 advisors | Percentage of AUM | View | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC CRD 109318 | Princeton, NJ | Advisory firm LLC | $562.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITOL PRIVATE WEALTH GROUP LLC CRD 283257 | Vienna, VA | Corporate platform LLC | $562.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACORN WEALTH ADVISORS, LLC CRD 170462 | Grand Blanc, MI | Advisory firm LLC | $561.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TOWERPOINT WEALTH, LLC CRD 288593 | Sacramento, CA | Advisory firm LLC | $561.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROG VI L.L.C. CRD 285639 | Houston, TX | Advisory firm LLC | $561.3M | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIRERIGHT CONSULTING GROUP CRD 300925 | West Des Moines, IA | Corporate platform LLC | $561.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIX PRIVATE CAPITAL GROUP CRD 285531 | Chicago, IL | Corporate platform LLC | $561.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MELIA WEALTH LLC CRD 145402 | Tulsa, OK | Advisory firm LLC | $560.1M | 4 advisors | Percentage of AUM | View | |
| EMPIRICAL ASSET MANAGEMENT, LLC CRD 155436 | Wellesley, MA | Corporate platform LLC | $560.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| A & I WEALTH MANAGEMENT CRD 148357 | Lone Tree, CO | Advisory firm LLC | $560.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| QP CONSULTING CRD 129601 | Takoma Park, MD | Advisory firm LLC | $559.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AECOM CAPITAL REAL ESTATE, LLC CRD 298333 | Los Angeles, CA | Advisory firm LLC | $559.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OCEAN PATH ADVISORS, LLC CRD 338933 | Manhattan Beach, CA | Advisory firm LLC | $559.5M | 6 advisors | Percentage of AUM | View | |
| ENDEAVOR ADVISORS, LLC CRD 324925 | The Woodlands, TX | Advisory firm LLC | $559.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEADLAND CAPITAL CRD 332277 | Mt. Pleasant, SC | Advisory firm LLC | $559.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NARUS FINANCIAL PARTNERS, LLC CRD 173534 | Salt Lake City, UT | Advisory firm LLC | $559.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OGOREK WEALTH MANAGEMENT, LLC CRD 105707 | Williamsville, NY | Advisory firm LLC | $558.9M | 2 advisors | Percentage of AUM; Fixed fees | View |