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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 | |||||
|---|---|---|---|---|---|---|---|
| SAOTHAIR CAPITAL PARTNERS CRD 328192 | Wayne, PA | Advisory firm LLC | $500.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PANDOWEALTH. LLC CRD 281456 | AL | Advisory firm LLC | $500.3M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| HC ADVISORS LLC CRD 165200 | Sandy Springs, GA | Advisory firm LLC | $500.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH SOLUTIONS, LLC CRD 289437 | Calabasas, CA | Advisory firm LLC | $500.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOKES CAPITAL ADVISORS, LLC CRD 281278 | Greenwood, SC | Advisory firm LLC | $499.4M | 1 advisors | Percentage of AUM | View | |
| GREENSTONE PARTNERS, LLC CRD 136566 | Larkspur, CA | Advisory firm LLC | $499.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEVATED CAPITAL ADVISORS, LLC CRD 226721 | Draper, UT | Advisory firm LLC | $499.1M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESIDIO CAPITAL MANAGEMENT, LLC CRD 304501 | San Diego, CA | Corporate platform LLC | $498.9M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACT ADVISORS CRD 173120 | Asheville, NC | Advisory firm LLC | $498.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SCIENTECH RESEARCH LLC CRD 310615 | Jersey City, NJ | Advisory firm LLC | $498.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KAHN BROTHERS ADVISORS LLC CRD 144368 | New York, NY | Advisory firm LLC | $498.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE OPAL CAPITAL, LLC CRD 315680 | New York, NY | Advisory firm LLC | $498.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OUTRUNNER CAPITAL, LLC CRD 331377 | Austin, TX | Advisory firm LLC | $498.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HASTINGS EQUITY PARTNERS, LLC CRD 167499 | Boston, MA | Advisory firm LLC | $498.5M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| JACKSON FINANCIAL SERVICES, LLC CRD 132252 | Mt. Pleasant, SC | Advisory firm LLC | $498.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PITZL FINANCIAL CRD 171441 | Arden Hills, MN | Advisory firm LLC | $498.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| XCEL WEALTH MANAGEMENT, LLC CRD 158863 | Holly Hill, FL | Advisory firm LLC | $497.9M | 3 advisors | Percentage of AUM | View | |
| LEGEIS CAPITAL ADVISORS, LLC CRD 332943 | Great Neck, NY | Advisory firm LLC | $497.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VERDIS INVESTMENT MANAGEMENT, LLC CRD 134445 | West Conshohocken, PA | Corporate platform LLC | $497.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE MILWEALTH GROUP, LLC CRD 108931 | Milwaukee, WI | Corporate platform LLC | $496.9M | 5 advisors | Percentage of AUM | View | |
| RR ADVISORS, LLC CRD 130609 | Dallas, TX | Advisory firm LLC | $496.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RIPOSTE CAPITAL LLC CRD 322217 | New York, NY | Advisory firm LLC | $496.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STEINBERGANNA WEALTH MANAGEMENT LLC CRD 335680 | Huntington, NY | Advisory firm LLC | $496.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PEAVINE CAPITAL, LLC CRD 159922 | NV | Advisory firm LLC | $496.3M | 1 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View |