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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 | |||||
|---|---|---|---|---|---|---|---|
| POINTE CAPITAL MANAGEMENT LLC CRD 152520 | Grosse Pointe Farms, MI | Corporate platform LLC | $452.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SARVER VROOMAN WEALTH ADVISORS LLC CRD 332699 | Kansas City, MO | Advisory firm LLC | $452.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RBA WEALTH MANAGEMENT, LLC CRD 291029 | Newport Beach, CA | Advisory firm LLC | $452.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | Thiensville, WI | Advisory firm LLC | $452.0M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VIRTERA PARTNERS LLC CRD 308187 | Pepper Pike, OH | Advisory firm LLC | $451.8M | 4 advisors | Percentage of AUM | View | |
| HORIZON WEALTH ADVISORS CRD 114102 | Houston, TX | Advisory firm LLC | $451.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EDGE FOCUS CAPITAL MANAGEMENT, LLC CRD 309884 | New York, NY | Corporate platform LLC | $451.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVATE WEALTH ADVISORS CRD 141971 | Fresno, CA | Advisory firm LLC | $451.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHSPAN PARTNERS, LLC CRD 297712 | Davenport, IA | Advisory firm LLC | $451.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUNIPER INVESTMENT COMPANY CRD 170814 | New York, NY | Advisory firm LLC | $451.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ENZI WEALTH CRD 315457 | Austin, TX | Advisory firm LLC | $450.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAVENCREST CAPITAL MANAGEMENT, LLC CRD 287944 | Dallas, TX | Corporate platform LLC | $450.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| M1 CAPITAL MANAGEMENT LLC CRD 158269 | Troy, MI | Corporate platform LLC | $450.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NOLAN MANAGEMENT LLC CRD 312637 | Hermosa Beach, CA | Advisory firm LLC | $450.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WATEREQUITY LLC CRD 281955 | Kansas City, MO | Advisory firm LLC | $450.2M | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PERRY CAPITAL PARTNERS LLC CRD 312808 | FL | Advisory firm LLC | $450.0M | 1 employees | Subscription fees; Fixed fees | View | |
| MITCHELL & PAHL PRIVATE WEALTH CRD 307625 | Oklahoma City, OK | Advisory firm LLC | $449.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL SQUARE, LLC CRD 286098 | Athens, TN | Advisory firm LLC | $449.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAZARD & SIEGEL ADVISORY SERVICES LLC CRD 151462 | Dewitt, NY | Advisory firm LLC | $449.8M | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MUSTARD SEED WEALTH MANAGEMENT CRD 117737 | Magnolia, AR | Advisory firm LLC | $449.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUAKER WEALTH MANAGEMENT LLC CRD 284546 | Moorestown, NJ | Advisory firm LLC | $449.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SILVERLEAFE CAPITAL PARTNERS, LLC CRD 133174 | Germantown, TN | Advisory firm LLC | $449.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVANT MANAGEMENT LLC CRD 330991 | Denver, CO | Advisory firm LLC | $449.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN LINE RETIREMENT ADVISORS, LLC CRD 284780 | Whitefish, MT | Advisory firm LLC | $448.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |