Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| COPPER FINANCIAL CRD 168203 | Lenexa, KS | Advisory firm LLC | $410.7M | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESO MANAGEMENT SERVICES LLC CRD 165564 | San Mateo, CA | Advisory firm LLC | $410.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE SQUARE ASSET MANAGEMENT, LLC CRD 296802 | New York, NY | Corporate platform LLC | $410.3M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAVAKI CAPITAL MANAGEMENT, LLC CRD 316395 | CO | Corporate platform LLC | $410.1M | 2 advisors | Performance-based fees | View | |
| OGBORNE CAPITAL MANAGEMENT, LLC. CRD 165833 | San Francisco, CA | Corporate platform LLC | $410.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC CRD 166616 | New York, NY | Corporate platform LLC | $409.9M | 3 advisors | Percentage of AUM | View | |
| BOYD WEALTH MANAGEMENT, LLC CRD 293990 | Sacramento, CA | Advisory firm LLC | $409.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PROFESSIONAL FINANCIAL SOLUTIONS, LLC CRD 114957 | Fairfax, VA | Advisory firm LLC | $409.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | Hilton Head Island, SC | Advisory firm LLC | $409.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELOTON EQUITY LLC CRD 301543 | Greenwich, CT | Advisory firm LLC | $409.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKS WEALTH MANAGEMENT CRD 310534 | Ellicott City, MD | Advisory firm LLC | $409.2M | 3 advisors | Percentage of AUM | View | |
| STERLING INVESTMENT MANAGEMENT, LLC CRD 112923 | Tucson, AZ | Corporate platform LLC | $409.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CODE WAECHTER LLC CRD 289372 | Tampa, FL | Advisory firm LLC | $409.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRUE FINANCIAL GROUP CRD 285850 | Cedar Park, TX | Corporate platform LLC | $409.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREENRIDGE GROWTH PARTNERS CRD 171612 | Austin, TX | Advisory firm LLC | $408.8M | 13 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CAPSTONE CAPITAL WEALTH ADVISORS CRD 123764 | Henderson, NV | Advisory firm LLC | $408.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NEW LEAF VENTURE PARTNERS CRD 163897 | New York, NY | Advisory firm LLC | $408.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISORY SOLUTIONS GROUP CRD 339919 | Plymouth, MN | Corporate platform LLC | $408.4M | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANGE FINANCIAL GROUP, LLC CRD 290001 | Tigard, OR | Corporate platform LLC | $408.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE FINANCIAL LLC CRD 285149 | Gainesville, VA | Advisory firm LLC | $408.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUAD CITY INVESTMENT CENTER CRD 112187 | Moline, IL | Advisory firm LLC | $408.0M | 6 advisors | Percentage of AUM | View | |
| KOM WEALTH MANAGEMENT GROUP, LLC CRD 142682 | Appleton, WI | Corporate platform LLC | $407.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGOE, LLC CRD 168716 | Redondo Beach, CA | Advisory firm LLC | $407.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MAXQ ASSET MANAGEMENT LLC CRD 336560 | Greenwood Village, CO | Corporate platform LLC | $407.7M | 1 advisors | Percentage of AUM; Fixed fees | View |