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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 | |||||
|---|---|---|---|---|---|---|---|
| ALAETHES WEALTH, LLC CRD 304920 | CA | Advisory firm LLC | $526.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AURDAN CAPITAL MANAGEMENT, LLC CRD 330304 | Wayne, PA | Corporate platform LLC | $526.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ONE BOW RIVER ADVISERS, LLC. CRD 333311 | Colorado Springs, CO | Advisory firm LLC | $525.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BOSTONPREMIER WEALTH CRD 282268 | Hingham, MA | Advisory firm LLC | $525.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE PLANNING CRD 154660 | Ofallon, MO | Advisory firm LLC | $525.0M | 61 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIZED INVESTMENT PARTNERS, LLC CRD 322145 | — | Advisory firm LLC | $525.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5TH STREET ADVISORS, LLC CRD 140165 | Southport, CT | Advisory firm LLC | $524.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSENTIAL PLANNING, LLC CRD 106651 | Portsmouth, NH | Advisory firm LLC | $524.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC CRD 118366 | Lincolnshire, IL | Advisory firm LLC | $524.4M | 6 advisors | Percentage of AUM; Commissions | View | |
| DENVER PWM, LLC CRD 171139 | Denver, CO | Advisory firm LLC | $524.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAY FINANCIAL ADVISERS, LLC CRD 166237 | Auburn, IN | Advisory firm LLC | $524.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAMS STREET ADVISORS, LLC CRD 333783 | Chicago, IL | Advisory firm LLC | $524.2M | 190 advisors | Percentage of AUM; Performance-based fees | View | |
| DLK INVESTMENT MANAGEMENT CRD 149096 | Solana Beach, CA | Corporate platform LLC | $524.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVERGENCE INVESTMENT PARTNERS, LLC CRD 148472 | Palm Beach Gardens, FL | Advisory firm LLC | $523.6M | 4 advisors | Percentage of AUM | View | |
| CHURCHILL FINANCIAL ADVISORS, LLC CRD 333071 | Louisville, KY | Advisory firm LLC | $522.9M | 3 advisors | Percentage of AUM | View | |
| EVERGREEN ADVISORS, LLC CRD 149861 | Chattanooga, TN | Advisory firm LLC | $522.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORT POINT CAPITAL CRD 164067 | Boston, MA | Advisory firm LLC | $522.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PARK EDGE ADVISORS, LLC CRD 317521 | Cleveland, OH | Advisory firm LLC | $522.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DG CAPITAL MANAGEMENT, LLC CRD 157258 | New York, NY | Corporate platform LLC | $521.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LEADING EDGE FINANCIAL PLANNING LLC CRD 277149 | Knoxville, TN | Advisory firm LLC | $521.8M | 9 advisors | Percentage of AUM | View | |
| REFLOW SERVICES, LLC CRD 158301 | San Francisco, CA | Advisory firm LLC | $521.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY LEGACY PARTNERS, LLC CRD 159179 | Houston, TX | Advisory firm LLC | $521.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGDOM FINANCIAL GROUP, LLC CRD 155676 | Peoria, AZ | Corporate platform LLC | $520.9M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY ADVISORS, LLC CRD 104189 | Cottonwood Heights, UT | Advisory firm LLC | $520.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |