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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 | |||||
|---|---|---|---|---|---|---|---|
| PERMANENT EQUITY MANAGEMENT CRD 309530 | Columbia, MO | Advisory firm LLC | $508.8M | 13 advisors | Performance-based fees; FEES FROM PORTFOLIO COMPANIES | View | |
| LIONHEART STRATEGIC MANAGEMENT, LLC CRD 314990 | New York, NY | Advisory firm LLC | $508.7M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAURUS PRIVATE MARKETS, LLC CRD 300786 | Malvern, PA | Advisory firm LLC | $508.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE INVESTMENT ADVISORS CRD 108086 | Tulsa, OK | Advisory firm LLC | $508.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| &WEALTH PARTNERS CRD 149136 | Baltimore, MD | Advisory firm LLC | $508.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IBN ASSET MANAGEMENT, LLC CRD 290114 | Thousand Oaks, CA | Corporate platform LLC | $508.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUADRATIC CAPITAL MANAGEMENT LLC CRD 172768 | Greenwich, CT | Corporate platform LLC | $508.1M | 2 advisors | Percentage of AUM | View | |
| INSTRUMENTAL WEALTH, LLC CRD 310788 | Tampa, FL | Advisory firm LLC | $508.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AGELLUS CAPITAL, LLC CRD 330152 | Clayton, MO | Advisory firm LLC | $507.8M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CROSSBEAM VENTURE PARTNERS CRD 309047 | New York, NY | Advisory firm LLC | $507.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTHCREST FINANCIAL SERVICES, LLC CRD 130049 | Springfield, VA | Advisory firm LLC | $507.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRATIS CAPITAL, LLC CRD 300130 | Darien, CT | Advisory firm LLC | $507.5M | 1 advisors | Percentage of AUM | View | |
| MEP CAPITAL MANAGEMENT, LLC CRD 304299 | New York, NY | Corporate platform LLC | $507.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PINE HARBOR WEALTH MANAGEMENT LLC CRD 317352 | Fairfax, VA | Advisory firm LLC | $507.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOONE WEALTH ADVISORS, LLC CRD 116682 | Bellevue, WA | Advisory firm LLC | $506.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAUFMAN ROSSIN WEALTH, LLC CRD 301921 | Miami, FL | Advisory firm LLC | $506.7M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CREAND MANAGEMENT CRD 154894 | Miami, FL | Advisory firm LLC | $506.6M | 14 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CLEVELAND WEALTH, LLC CRD 282196 | Cleveland, OH | Advisory firm LLC | $506.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ONYX FINANCIAL ADVISORS, LLC CRD 134881 | Idaho Falls, ID | Advisory firm LLC | $506.4M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACKSAND CAPITAL, LLC CRD 291612 | Honolulu, HI | Advisory firm LLC | $506.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL & TAX ARCHITECTS, LLC CRD 119169 | St.. Louis, MO | Advisory firm LLC | $506.2M | 40 advisors | Percentage of AUM; Fixed fees | View | |
| BLUESPHERE ADVISORS LLC CRD 283972 | East Norriton, PA | Advisory firm LLC | $506.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHD RETIREMENT CONSULTING CRD 304989 | Overland Park, KS | Advisory firm LLC | $506.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WELCH CAPITAL PARTNERS LLC CRD 106721 | Harrison, NY | Advisory firm LLC | $506.2M | 4 advisors | Percentage of AUM; Performance-based fees | View |