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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 | |||||
|---|---|---|---|---|---|---|---|
| ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | Evanston, IL | Advisory firm LLC | $472.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHEDGE INVESTMENT ADVISORS, LLC CRD 126337 | New York, NY | Advisory firm LLC | $472.1M | 6 advisors | Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES | View | |
| WEALTH EFFECTS CRD 315244 | Boston, MA | Advisory firm LLC | $472.0M | 9 advisors | Percentage of AUM | View | |
| CABANA ASSET MANAGEMENT CRD 151418 | Fayetteville, AR | Corporate platform LLC | $471.8M | 5 advisors | Percentage of AUM | View | |
| MASON & ASSOCIATES, LLC CRD 307206 | Newport News, VA | Advisory firm LLC | $471.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE STERLING GROUP CRD 111782 | Pasadena, CA | Corporate platform LLC | $471.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAETORIAN PR LLC CRD 323280 | Rincon, PR | Advisory firm LLC | $471.3M | 2 advisors | Percentage of AUM | View | |
| KASSOUF WEALTH ADVISORS, LLC CRD 122683 | Birmingham, AL | Advisory firm LLC | $471.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAND CREEK CAPITAL, LLC CRD 326719 | Rexburg, ID | Advisory firm LLC | $471.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| VANTERRA CAPITAL LLC CRD 167242 | New York, NY | Advisory firm LLC | $470.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN CLEMENS WEALTH MANAGEMENT, LLC CRD 297362 | Minneapolis, MN | Advisory firm LLC | $470.4M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEL WEALTH MANAGEMENT, LLC CRD 285682 | TX | Advisory firm LLC | $470.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HS MANAGEMENT PARTNERS, LLC CRD 145480 | New York, NY | Advisory firm LLC | $469.9M | 5 advisors | Percentage of AUM | View | |
| ROTHSCHILD CAPITAL PARTNERS CRD 161688 | New York, NY | Advisory firm LLC | $469.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCTOGONE NA CRD 322478 | Miami, FL | Advisory firm LLC | $469.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAYLOR HOFFMAN CAPITAL MANAGEMENT CRD 309329 | Richmond, VA | Corporate platform LLC | $469.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCATAUR CAPITAL MANAGEMENT LLC CRD 124663 | Milwaukee, WI | Corporate platform LLC | $469.5M | 7 advisors | Percentage of AUM | View | |
| NOVA FINANCIAL SERVICES CRD 150148 | Tucson, AZ | Advisory firm LLC | $469.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARSON MANAGEMENT COMPANY, LLC CRD 153261 | Dallas, TX | Advisory firm LLC | $469.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ADAPT WEALTH ADVISORS, LLC CRD 329448 | Atlanta, GA | Advisory firm LLC | $469.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHESAPEAKE ASSET MANAGEMENT LLC CRD 108994 | New York, NY | Corporate platform LLC | $468.8M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HENRY BRAGG & CO. CRD 311388 | Houston, TX | Advisory firm LLC | $468.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPCO ASSET MANAGEMENT, LLC CRD 141325 | Tampa, FL | Corporate platform LLC | $468.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PEMBROOK CAPITAL MANAGEMENT LLC CRD 161420 | New York, NY | Corporate platform LLC | $468.5M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View |