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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 | |||||
|---|---|---|---|---|---|---|---|
| ATTINGER, LLC CRD 311772 | Philadelphia, PA | Advisory firm LLC | $394.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AEGON REAL ASSETS US CRD 286438 | Cedar Rapids, IA | Advisory firm LLC | $394.5M | 41 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VAWTER FINANCIAL LTD CRD 108830 | Columbus, OH | Advisory firm LLC | $394.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY INVESTMENT ADVISORS CRD 154131 | AZ | Advisory firm LLC | $394.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MN WEALTH ADVISORS, LLC CRD 322617 | Overland Park, KS | Advisory firm LLC | $394.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELIZABETH PARK CAPITAL MANAGEMENT, LTD CRD 158416 | Pepper Pike, OH | Corporate platform LLC | $393.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| KNUFF & COMPANY LLC CRD 298203 | Foster City, CA | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AJ ADVISORS CRD 321606 | Nashville, TN | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLEVUE ASSET MANAGEMENT, LLC CRD 129194 | Bellevue, WA | Corporate platform LLC | $393.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" CRD 160657 | Rancho Santa Fe, CA | Corporate platform LLC | $393.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SL ADVISORS, LLC CRD 151495 | NJ | Advisory firm LLC | $393.3M | 3 advisors | Percentage of AUM | View | |
| CORE WEALTH PARTNERS LLC CRD 322365 | Santa Rosa, CA | Advisory firm LLC | $393.2M | 5 advisors | Percentage of AUM | View | |
| PRIVATE FAMILY WEALTH ADVISORS CRD 325119 | Atlanta, GA | Advisory firm LLC | $393.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAUSEY WEALTH LLC CRD 331134 | Greenwood Village, CO | Advisory firm LLC | $393.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLATL ADVISERS CRD 284036 | Madison, WI | Advisory firm LLC | $392.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMIC CAPITAL PARTNERS LLC CRD 331349 | Lake Oswego, OR | Advisory firm LLC | $392.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| APEX INVESTMENTS MANAGEMENT US, LLC CRD 322874 | Coconut Grove, FL | Advisory firm LLC | $392.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FAMILY WEALTH PARTNERS, LLC CRD 317764 | Matthews, NC | Advisory firm LLC | $392.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHORN WEALTH CRD 304104 | Englewood, FL | Advisory firm LLC | $392.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| EASTOVER CAPITAL MANAGEMENT CRD 150821 | Charlotte, NC | Corporate platform LLC | $392.3M | 3 advisors | Percentage of AUM | View | |
| CARMEL CAPITAL MANAGEMENT L.L.C. CRD 120675 | Carmel, CA | Corporate platform LLC | $392.0M | 6 advisors | Percentage of AUM; CONSULTING FEES | View | |
| FIFTH PARTNERS MANAGEMENT, LLC CRD 326712 | Dallas, TX | Advisory firm LLC | $391.6M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SIEBERT ADVISORNXT, LLC. CRD 288572 | New York, NY | Advisory firm LLC | $391.5M | 32 advisors | Percentage of AUM | View | |
| MOON CAPITAL MANAGEMENT, LLC CRD 107612 | Knoxville, TN | Corporate platform LLC | $391.5M | 3 advisors | Percentage of AUM; Fixed fees | View |