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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 | |||||
|---|---|---|---|---|---|---|---|
| GROUNDED CAPITAL, LLC CRD 323354 | Mill Valley, CA | Advisory firm LLC | $520.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DEAN, JACOBSON FINANCIAL SERVICES CRD 115879 | Fort Worth, TX | Advisory firm LLC | $519.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERA PRIVATE ACCESS, LLC CRD 287467 | Atlanta, GA | Advisory firm LLC | $519.1M | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| SAVANO DIRECT CAPITAL PARTNERS, LLC CRD 174066 | Baltimore, MD | Advisory firm LLC | $519.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADOAK ASSET MANAGEMENT, LLC CRD 148901 | Bethesda, MD | Corporate platform LLC | $519.0M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT HOUSE CAPITAL MANAGEMENT, LLC CRD 306823 | Dallas, TX | Corporate platform LLC | $518.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COUNCIL CAPITAL FUNDS MANAGEMENT, LLC CRD 174036 | Nashville, TN | Advisory firm LLC | $518.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC CRD 164577 | New York, NY | Corporate platform LLC | $518.4M | 3 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| HUDSON HILL CAPITAL MANAGEMENT, LLC CRD 316815 | New York, NY | Corporate platform LLC | $518.1M | 5 advisors | Performance-based fees | View | |
| BGM WEALTH MANAGEMENT CRD 110483 | Bloomington, MN | Advisory firm LLC | $517.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE WEALTH MANAGEMENT GROUP, LLC CRD 169573 | Flemington, NJ | Corporate platform LLC | $517.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIAT WEALTH MANAGEMENT CRD 318201 | Wayzata, MN | Advisory firm LLC | $517.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NESTYIELD ETFS CRD 332971 | Downey, CA | Advisory firm LLC | $517.3M | 2 advisors | Percentage of AUM; Commissions | View | |
| MEDALLION WEALTH ADVISORS, LLC CRD 156064 | Farmington, CT | Advisory firm LLC | $516.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRG FUND MANAGER, LLC CRD 311944 | Chicago, IL | Advisory firm LLC | $516.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 801 WEST CAPITAL MANAGEMENT, LLC CRD 168417 | Lake Oswego, OR | Corporate platform LLC | $515.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STEAMBOAT CAPITAL PARTNERS, LLC CRD 173141 | — | Advisory firm LLC | $515.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC CRD 318842 | Murray, UT | Advisory firm LLC | $515.4M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHSPRING CAPITAL LLC CRD 301040 | West Harrison, NY | Advisory firm LLC | $515.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTSON FINANCIAL SERVICES, LLC CRD 153067 | Kentwood, MI | Advisory firm LLC | $515.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN WEALTH GROUP CRD 148099 | Houston, TX | Corporate platform LLC | $514.8M | 8 advisors | Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN | View | |
| GAVILAN INVESTMENT PARTNERS LLC CRD 311134 | Burlingame, CA | Advisory firm LLC | $514.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UHLER VERTICH WHITE ADVISORS CRD 130716 | Fort Myers, FL | Advisory firm LLC | $513.7M | 6 advisors | Percentage of AUM | View | |
| SERENITY INVESTMENT ADVISORS CRD 307924 | Chicago, IL | Advisory firm LLC | $513.6M | 5 advisors | Percentage of AUM; Fixed fees | View |