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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 | |||||
|---|---|---|---|---|---|---|---|
| SAYBROOK FUND ADVISORS, LLC CRD 158634 | Santa Monica, CA | Advisory firm LLC | $461.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH RETIREMENT ADVISORS, LLC CRD 290885 | Clackamas, OR | Advisory firm LLC | $460.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CURIO WEALTH, LLC CRD 328178 | Annapolis, MD | Advisory firm LLC | $460.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC CRD 121006 | Florence, SC | Advisory firm LLC | $460.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| ROTH FINANCIAL PARTNERS LLC CRD 309814 | Kingwood, TX | Advisory firm LLC | $460.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA FINANCIAL PARTNERS LLC CRD 306639 | Lexington, KY | Advisory firm LLC | $459.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON ADVISORS CRD 335101 | Austin, TX | Advisory firm LLC | $459.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC CRD 292661 | Dayton, OH | Advisory firm LLC | $459.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAIPH CAPITAL, LLC CRD 312119 | Wyckoff, NJ | Advisory firm LLC | $459.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MIZZEN MANAGEMENT LLC CRD 333592 | Stamford, CT | Advisory firm LLC | $459.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NIA IMPACT CAPITAL CRD 286587 | CA | Advisory firm LLC | $459.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWEN LARUE FINANCIAL GROUP CRD 289436 | Elizabethtown, KY | Corporate platform LLC | $458.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARNER WEALTH CRD 334877 | Madison, CT | Advisory firm LLC | $458.5M | 7 advisors | Percentage of AUM | View | |
| STRATEGAS ASSET MANAGEMENT, LLC CRD 172000 | New York, NY | Corporate platform LLC | $458.4M | 15 advisors | Percentage of AUM; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS | View | |
| FIRST NEBRASKA FINANCIAL SERVICES CRD 298667 | North Platte, NE | Advisory firm LLC | $458.0M | 3 advisors | Percentage of AUM | View | |
| MRE MANAGEMENT, LLC CRD 338513 | Annapolis, MD | Advisory firm LLC | $458.0M | 6 advisors | Performance-based fees · MANAGEMENT SERVICES FEES +1 more | View | |
| PARAGON PRIVATE WEALTH MANAGEMENT LLC CRD 312817 | Lexington, KY | Advisory firm LLC | $457.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC CRD 110932 | O'Fallon, IL | Corporate platform LLC | $457.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAMOUNT GROUP REAL ESTATE ADVISOR LLC CRD 161324 | New York, NY | Corporate platform LLC | $457.7M | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PURSUIT WEALTH STRATEGIES, LLC CRD 337709 | Raleigh, NC | Advisory firm LLC | $457.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCH RUN INVESTMENTS, LLC CRD 285285 | Exton, PA | Advisory firm LLC | $457.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | Philadelphia, PA | Advisory firm LLC | $457.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PALLADIN CONSUMER RETAIL PARTNERS, LLC CRD 164689 | Boston, MA | Advisory firm LLC | $457.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC CRD 316072 | Denver, CO | Advisory firm LLC | $457.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |