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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 | |||||
|---|---|---|---|---|---|---|---|
| GREYBULL ADVISORS, LLC CRD 317767 | Jackson, WY | Advisory firm LLC | $513.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLOCATOR SOLUTIONS, LLC CRD 337300 | St. Louis, MO | Advisory firm LLC | $513.5M | 1 advisors | Percentage of AUM | View | |
| ELEVATUS WEALTH MANAGEMENT, LLC CRD 325629 | Victor, NY | Advisory firm LLC | $513.4M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PHARVISION ADVISERS, LLC CRD 311739 | Boca Raton, FL | Advisory firm LLC | $513.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADWING CAPITAL MANAGEMENT LLC CRD 328881 | Dallas, TX | Corporate platform LLC | $513.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GGM FINANCIAL LLC CRD 327008 | Columbus, OH | Advisory firm LLC | $513.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SYSTIMA CAPITAL MANAGEMENT CRD 168318 | Chicago, IL | Corporate platform LLC | $512.6M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L CRD 156177 | Troy, MI | Corporate platform LLC | $512.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENT RESEARCH PARTNERS CRD 304315 | Lemont, PA | Advisory firm LLC | $512.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEO WEALTH AMERICAS, LLC CRD 338799 | Hurst, TX | Advisory firm LLC | $512.3M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VENATOR MANAGEMENT LLC CRD 310406 | Pittsburgh, PA | Advisory firm LLC | $511.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. JAMES INVESTMENT ADVISORS, LLC CRD 283880 | Port Jefferson, NY | Advisory firm LLC | $511.5M | 4 advisors | Percentage of AUM | View | |
| CLIENT 1ST ADVISORY GROUP CRD 167790 | Dunedin, FL | Corporate platform LLC | $511.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWNER RESOURCE GROUP, LLC CRD 164028 | Austin, TX | Corporate platform LLC | $511.1M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FLOREK FINANCIAL, LLC CRD 152235 | Duxbury, MA | Advisory firm LLC | $511.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDATO WEALTH LLC CRD 158173 | Middleburg Heights, OH | Advisory firm LLC | $510.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ELDRIDGE GP1 ADVISERS CRD 333934 | New York, NY | Advisory firm LLC | $510.0M | 110 advisors | Percentage of AUM; Performance-based fees | View | |
| DEFENDER CAPITAL CRD 159607 | Charlotte, NC | Advisory firm LLC | $510.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEBARI PARTNERS, LLC CRD 295859 | New York, NY | Advisory firm LLC | $509.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPIRE PRIVATE CAPITAL CRD 154116 | Cornelius, NC | Advisory firm LLC | $509.7M | 9 advisors | Percentage of AUM | View | |
| HIGHBROOK CAPITAL PARTNERS CRD 338408 | Atlanta, GA | Advisory firm LLC | $509.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLATFORM WEALTH ADVISORS CRD 329313 | Holladay, UT | Advisory firm LLC | $509.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| MANA ADVISORS LLC CRD 284792 | New York, NY | Advisory firm LLC | $509.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TURNSPIRE CAPITAL PARTNERS LLC CRD 311053 | New York, NY | Advisory firm LLC | $508.9M | 7 advisors | Percentage of AUM; Performance-based fees | View |