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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 | |||||
|---|---|---|---|---|---|---|---|
| QBOX FIDUCIARY SOLUTIONS, LLC CRD 167622 | Fort Wayne, IN | Advisory firm LLC | $429.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SQUARE WAVE CAPITAL CRD 318517 | Brooklyn, NY | Advisory firm LLC | $428.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AGIS MANAGEMENT LLC CRD 172457 | Clearwater, FL | Advisory firm LLC | $428.7M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WATER ASSET MANAGEMENT CRD 175362 | Grand Rapids, MI | Corporate platform LLC | $428.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGA Z ADVISORY LLC CRD 297417 | CA | Advisory firm LLC | $428.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | Overland Park, KS | Advisory firm LLC | $428.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN PRIVATE CRD 329012 | Orlando, FL | Advisory firm LLC | $428.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CPC MANAGEMENT, LLC CRD 313413 | Kansas City, MO | Advisory firm LLC | $428.0M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ABOUND FINANCIAL CRD 327724 | Granite Bay, CA | Advisory firm LLC | $428.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTER PRIVATE WEALTH SERVICES LLC CRD 108191 | Boston, MA | Advisory firm LLC | $427.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BELAY INVESTMENT GROUP, LLC CRD 281985 | Sherman Oaks, CA | Corporate platform LLC | $427.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEARWATER CAPITAL CRD 115399 | Denver, CO | Advisory firm LLC | $427.3M | 4 advisors | Percentage of AUM | View | |
| SAG HARBOR CAPITAL MANAGEMENT, LLC CRD 161490 | Great Neck, NY | Corporate platform LLC | $427.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| O'DONNELL FINANCIAL SERVICES, LLC CRD 172520 | San Rafael, CA | Advisory firm LLC | $427.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON BRIDGE WEALTH PARTNERS, LLC CRD 321705 | Lower Gwynedd, PA | Advisory firm LLC | $426.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL CRD 291948 | Washington, DC | Advisory firm LLC | $426.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ABR DYNAMIC FUNDS, LLC CRD 171847 | New York, NY | Advisory firm LLC | $426.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS CAPITAL, LLC CRD 171266 | Franklin, TN | Advisory firm LLC | $426.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGACY BRIDGE PRIVATE FAMILY OFFICES CRD 282261 | West Des Moines, IA | Advisory firm LLC | $425.8M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MURPHY & SYLVEST CRD 165130 | Dallas, TX | Advisory firm LLC | $425.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CIP CAPITAL CRD 160700 | New York, NY | Advisory firm LLC | $425.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | Davenport, IA | Corporate platform LLC | $425.5M | 6 advisors | Percentage of AUM | View | |
| STONEHEARTH CAPITAL MANAGEMENT CRD 128866 | Danvers, MA | Corporate platform LLC | $425.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BUTTONWOOD WEALTH CRD 305896 | Winchester, VA | Advisory firm LLC | $425.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |