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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 | |||||
|---|---|---|---|---|---|---|---|
| CASTLEVIEW PARTNERS, LLC CRD 281410 | Dallas, TX | Advisory firm LLC | $416.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEVEN MILE ADVISORY LLC CRD 324114 | Tallahassee, FL | Advisory firm LLC | $416.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JUPITER WEALTH MANAGEMENT, LLC CRD 299220 | Glendale, CO | Advisory firm LLC | $416.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LAKEMORE PARTNERS MANAGEMENT US LLC CRD 311223 | Difc, AZ | Advisory firm LLC | $416.6M | 6 advisors | COST PLUS A DESIGNATED MARKUP FROM THE PARENT COMPANY | View | |
| MARKET INVESTMENT GROUP, LLC CRD 334248 | Wichita, KS | Corporate platform LLC | $416.4M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CULTIVATION CAPITAL, LLC CRD 168734 | St.. Louis, MO | Advisory firm LLC | $416.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHVIEW CAPITAL MANAGEMENT, LLC CRD 306195 | Buffalo Grove, IL | Corporate platform LLC | $416.3M | 3 advisors | Percentage of AUM | View | |
| JEFFREY N. MEHLER, CFP LLC CRD 126681 | Essex, CT | Advisory firm LLC | $416.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JMF CAPSTONE WEALTH MANAGEMENT CRD 118296 | Tuscaloosa, AL | Advisory firm LLC | $416.1M | 7 advisors | Percentage of AUM | View | |
| SGL FINANCIAL, LLC CRD 158023 | Buffalo Grove, IL | Advisory firm LLC | $416.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCOLLUM CHRISTOFERSON GROUP, LLC CRD 268812 | Amherst, NY | Corporate platform LLC | $415.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLOTNIK CAPITAL, LLC CRD 324251 | Dallas, TX | Advisory firm LLC | $415.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| APAX PARTNERS US, LLC CRD 157110 | New York, NY | Advisory firm LLC | $415.7M | 89 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC CRD 290062 | Sherman Oaks, CA | Corporate platform LLC | $415.5M | 3 advisors | Percentage of AUM | View | |
| BROADCREST ASSET MANAGEMENT, LLC CRD 287590 | Winter Park, FL | Corporate platform LLC | $415.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODMAN ADVISORY GROUP, LLC CRD 285637 | Needham, MA | Corporate platform LLC | $415.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FERGUSON SHAPIRO LLC CRD 297555 | Decatur, GA | Advisory firm LLC | $415.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LANDSEER ADVISORS LLC CRD 309937 | Princeton, NJ | Advisory firm LLC | $415.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHETSTONE CAPITAL ADVISORS CRD 155414 | Mission Woods, KS | Advisory firm LLC | $415.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLYWHEEL PRIVATE WEALTH LLC CRD 325690 | Los Altos, CA | Advisory firm LLC | $415.0M | 1 advisors | Percentage of AUM | View | |
| CENTER CAPITAL PARTNERS LLC CRD 315464 | Beverly Hills, CA | Advisory firm LLC | $415.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ELLINGTON CREDIT COMPANY MANAGEMENT LLC CRD 168311 | Old Greenwich, CT | Advisory firm LLC | $415.0M | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| LOCK 8 PARTNERS CRD 319731 | New York, NY | Advisory firm LLC | $414.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOMENTUM ADVISORS CRD 159574 | New York, NY | Advisory firm LLC | $414.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View |