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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 | |||||
|---|---|---|---|---|---|---|---|
| RAI WEALTH CRD 324695 | Naperville, IL | Advisory firm LLC | $530.8M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRINITY PORTFOLIO ADVISORS, LLC CRD 151721 | Southlake, TX | Advisory firm LLC | $530.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SANTA BARBARA MANAGEMENT CRD 334801 | Chicago, IL | Advisory firm LLC | $530.2M | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GAGNON SECURITIES, LLC CRD 103727 | New York, NY | Advisory firm LLC | $529.7M | 10 advisors | Percentage of AUM; Commissions | View | |
| TC LATIN AMERICA PARTNERS LLC CRD 307441 | San Juan, PR | Advisory firm LLC | $529.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| YARGER WEALTH STRATEGIES, LLC CRD 310207 | Westerville, OH | Advisory firm LLC | $529.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MINDFUL ASSET PLANNING CRD 113965 | Apple Valley, MN | Advisory firm LLC | $529.5M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| COUNCIL OAK WEALTH ADVISORS CRD 297180 | Tulsa, OK | Advisory firm LLC | $529.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | Draper, UT | Advisory firm LLC | $529.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CH GLOBAL CAPITAL MANAGEMENT, LLC CRD 283431 | New York, NY | Corporate platform LLC | $529.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WILLOW CREEK FINANCIAL CRD 285670 | San Diego, CA | Advisory firm LLC | $528.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.A. MASON, LLC CRD 151440 | Holland, MI | Advisory firm LLC | $528.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC CRD 170442 | Portsmouth, NH | Corporate platform LLC | $528.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCR WEALTH STRATEGIES CRD 119670 | Vestavia, AL | Advisory firm LLC | $528.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRENGTH CAPITAL PARTNERS, LLC CRD 134320 | Birmingham, MI | Advisory firm LLC | $528.0M | 9 advisors | A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C | View | |
| ARCHEAN CAPITAL PARTNERS II, L.L.C. CRD 294346 | Newtown Square, PA | Advisory firm LLC | $527.8M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CURA WEALTH ADVISORS, LLC CRD 332511 | Chicago, IL | Advisory firm LLC | $527.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSECAP INVESTMENT ADVISORS, LLC CRD 152054 | Grand Junction, CO | Advisory firm LLC | $527.5M | 6 advisors | Percentage of AUM | View | |
| NOBLE FAMILY WEALTH CRD 315152 | Clearwater, FL | Advisory firm LLC | $527.5M | 5 advisors | Percentage of AUM | View | |
| HVPF MANAGER II, LLC CRD 318754 | New York, NY | Advisory firm LLC | $527.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS FINANCIAL ADVISORY SERVICES, LLC CRD 316843 | Ormond Beach, FL | Advisory firm LLC | $527.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ARISTON SERVICES GROUP, LLC CRD 146255 | San Diego, CA | Corporate platform LLC | $527.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMPASS GROUP INVESTMENTS SOLUTIONS LLC CRD 305680 | Miami, FL | Corporate platform LLC | $526.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIREMENT WELLNESS GROUP CRD 297255 | Pasadena, CA | Corporate platform LLC | $526.6M | 2 advisors | Percentage of AUM; Fixed fees | View |