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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 | |||||
|---|---|---|---|---|---|---|---|
| AXIOM FINANCIAL STRATEGIES GROUP, LLC CRD 306618 | New Albany, IN | Corporate platform LLC | $404.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFM INVESTMENT ADVISORS, LLC CRD 289103 | Glassboro, NJ | Advisory firm LLC | $404.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLOUD INVESTMENTS, LLC CRD 281915 | Huntsville, AL | Advisory firm LLC | $404.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MAINSAIL FINANCIAL GROUP CRD 317970 | Bellevue, WA | Corporate platform LLC | $403.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| A.G. CAMPBELL ADVISORY, LLC CRD 162150 | Baltimore, MD | Advisory firm LLC | $403.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MAD RIVER INVESTORS CRD 130585 | Boston, MA | Advisory firm LLC | $403.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIDDEN COVE WEALTH MANAGEMENT CRD 318677 | Bainbridge Island, WA | Advisory firm LLC | $403.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORUM PRIVATE CLIENT GROUP CRD 143075 | Fishers, IN | Corporate platform LLC | $403.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TFR CAPITAL CRD 333108 | Plano, TX | Advisory firm LLC | $403.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY INVESTMENT PARTNERS, LLC CRD 133014 | Overland Park, KS | Advisory firm LLC | $403.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARNEGIE LAKE ADVISORS LLC CRD 330024 | Princeton, NJ | Advisory firm LLC | $403.0M | 7 advisors | Percentage of AUM | View | |
| CAPITAL TRUST ADVISORS CRD 134174 | San Rafael, CA | Advisory firm LLC | $402.6M | 3 advisors | Percentage of AUM | View | |
| RATIONAL INVESTMENT MANAGEMENT, LLC CRD 163057 | CA | Corporate platform LLC | $402.6M | 2 advisors | Percentage of AUM | View | |
| ERBEN ASSOCIATES, LLC CRD 148703 | Austin, TX | Advisory firm LLC | $402.5M | 10 advisors | Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more | View | |
| PROATHLETE WEALTH MANAGEMENT LLC CRD 317372 | Boca Raton, FL | Advisory firm LLC | $402.2M | 3 advisors | Percentage of AUM | View | |
| ANDERSON FINANCIAL STRATEGIES, LLC CRD 290343 | Dayton, OH | Advisory firm LLC | $402.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AS AVARON ASSET MANAGEMENT CRD 282350 | Tallinn | Corporate platform LLC | $401.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| GENERATION PARTNERS MANAGEMENT, LLC CRD 160589 | CA | Advisory firm LLC | $401.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRACTICECFO INVESTMENTS CRD 167771 | San Diego, CA | Advisory firm LLC | $401.6M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| LEEWARD FINANCIAL PARTNERS, LLC CRD 288779 | AZ | Advisory firm LLC | $401.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H. L. ORMOND & COMPANY, LLC CRD 313593 | Greenville, NC | Advisory firm LLC | $401.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TAR RIVER WEALTH PLANNING, LLC CRD 328530 | Louisburg, NC | Advisory firm LLC | $401.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ESSENTIAL PARTNERS LLC CRD 315959 | Rancho Santa Fe,, CA | Advisory firm LLC | $401.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROG IX, LLC CRD 304142 | Houston, TX | Advisory firm LLC | $401.0M | 12 advisors | Percentage of AUM; Performance-based fees | View |