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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 | |||||
|---|---|---|---|---|---|---|---|
| JW ASSET MANAGEMENT, LLC CRD 160805 | FL | Corporate platform LLC | $476.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BROAD SKY PARTNERS LLC CRD 317966 | New York, NY | Advisory firm LLC | $476.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| MBM WEALTH CONSULTANTS, LLC CRD 169091 | Chesterfield, MO | Advisory firm LLC | $476.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDRA CAPITAL LLC CRD 314080 | San Francisco, CA | Advisory firm LLC | $476.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBORSTONE FINANCIAL, LLC CRD 338225 | Andover, MA | Advisory firm LLC | $476.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE INVICTUS COLLECTIVE, LLC CRD 310744 | Park Ridge, IL | Advisory firm LLC | $476.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC CRD 298843 | Lakewood, CO | Corporate platform LLC | $476.0M | 2 advisors | Performance-based fees; PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS | View | |
| WIMMER ASSOCIATES LLC CRD 125243 | Pasadena, CA | Advisory firm LLC | $475.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G&S CAPITAL LLC CRD 171033 | Denver, CO | Advisory firm LLC | $475.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEASCENT WEALTH MANAGEMENT CRD 308057 | Birmingham, AL | Advisory firm LLC | $475.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOURCE CAPITAL, LLC CRD 325758 | Atlanta, GA | Advisory firm LLC | $475.4M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| XENDIA WEALTH LLC CRD 157973 | Miami, FL | Advisory firm LLC | $475.3M | 5 advisors | Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE | View | |
| HORIKO CAPITAL MANAGEMENT LLC CRD 126343 | New York, NY | Corporate platform LLC | $475.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAMMOND ILES WEALTH ADVISORS CRD 136372 | Wethersfield, CT | Advisory firm LLC | $474.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE O.H.I.O. FUND CRD 330178 | Cleveland, OH | Advisory firm LLC | $474.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NOCTUA INTERNATIONAL WMG, LLC CRD 151170 | Miami, FL | Advisory firm LLC | $474.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUEBLOOD WEALTH MANAGEMENT, LLC CRD 321659 | Lima, OH | Advisory firm LLC | $474.1M | 2 advisors | Percentage of AUM | View | |
| PROEM ADVISORS LLC CRD 300404 | Dallas, TX | Advisory firm LLC | $474.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WELLINGTON GRP LLC CRD 332803 | Indianapolis, IN | Advisory firm LLC | $473.6M | 9 advisors | Percentage of AUM; ONBOARDING FEES | View | |
| JUNCTURE WEALTH STRATEGIES, LLC CRD 298110 | Scottsdale, AZ | Advisory firm LLC | $473.6M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SYCALE ADVISORS CRD 168204 | New York, NY | Advisory firm LLC | $473.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COIGN CAPITAL ADVISORS LLC CRD 171306 | Draper, UT | Advisory firm LLC | $472.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | Portland, OR | Advisory firm LLC | $472.8M | 3 advisors | Percentage of AUM | View | |
| RETURN ON LIFE WEALTH PARTNERS CRD 112879 | Cleveland, OH | Advisory firm LLC | $472.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View |