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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH QUARTERBACK LLC CRD 282967 | Toms River, NJ | Advisory firm LLC | $391.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DRC INVESTMENT ADVISORS, LLC CRD 332680 | Santa Monica, CA | Advisory firm LLC | $391.0M | 4 advisors | Percentage of AUM | View | |
| OXINAS PARTNERS WEALTH MANAGEMENT CRD 297462 | Jeffersonville, IN | Advisory firm LLC | $391.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POST OAK PRIVATE WEALTH ADVISORS CRD 159293 | Houston, TX | Advisory firm LLC | $390.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| PASKIN & BERLER CAPITAL ADVISORS, LLC CRD 160004 | CA | Advisory firm LLC | $390.9M | 2 advisors | Percentage of AUM | View | |
| 1776 WEALTH LLC CRD 286321 | Sandy Springs, GA | Advisory firm LLC | $390.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVANS INVESTMENT ADVISORS, L.L.C. CRD 147000 | Baton Rouge, LA | Advisory firm LLC | $390.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLCREST WEALTH ADVISORS - NY, LLC CRD 126818 | Holmdel, NJ | Advisory firm LLC | $390.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONERIDGE PMG ADVISORS, LLC CRD 107662 | Radnor, PA | Advisory firm LLC | $390.7M | 2 advisors | Percentage of AUM | View | |
| PLATT WEALTH MANAGEMENT CRD 297487 | San Diego, CA | Advisory firm LLC | $390.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHRIER WEALTH MANAGEMENT, LLC CRD 332673 | Los Angeles, CA | Advisory firm LLC | $390.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTREPID FINANCIAL PLANNING GROUP, LLC CRD 112196 | Carmel, IN | Corporate platform LLC | $390.4M | 3 advisors | Percentage of AUM | View | |
| CLEARLIGHT PARTNERS MANAGEMENT, LLC CRD 157610 | Newport Beach, CA | Advisory firm LLC | $390.3M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 16TH AMENDMENT ADVISORS LLC CRD 150575 | New York, NY | Advisory firm LLC | $390.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ASCEND INTERPLAY, LLC CRD 317344 | New York, NY | Advisory firm LLC | $390.2M | 7 advisors | Percentage of AUM | View | |
| BLUESTONE CAPITAL MANAGEMENT, LLC CRD 157841 | Wayne, PA | Corporate platform LLC | $390.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVIS INVESTMENT PARTNERS, LLC CRD 318783 | Charlotte, NC | Advisory firm LLC | $390.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAHN CAPITAL MANAGEMENT, LLC CRD 108911 | Walnut Creek, CA | Corporate platform LLC | $390.0M | 5 advisors | Percentage of AUM | View | |
| 6TH MAN VENTURES, LLC CRD 318649 | CT | Advisory firm LLC | $389.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NIXON CAPITAL LLC CRD 148061 | Austin, TX | Advisory firm LLC | $389.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC POINT ADVISORS, LLC CRD 310731 | San Diego, CA | Advisory firm LLC | $389.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREEN RIDGE WEALTH PLANNING LLC CRD 304236 | Montville, NJ | Advisory firm LLC | $389.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| IN ON CAPITAL CRD 290038 | Miami, FL | Advisory firm LLC | $389.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLOMON API LLC CRD 159471 | Rockledge, FL | Advisory firm LLC | $389.0M | 3 advisors | Percentage of AUM; Hourly charges | View |