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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 | |||||
|---|---|---|---|---|---|---|---|
| LOWERY THOMAS, LLC CRD 110058 | CA | Advisory firm LLC | $385.8M | 3 advisors | Percentage of AUM | View | |
| WILLS FINANCIAL GROUP, LLC CRD 334431 | Richmond, VA | Corporate platform LLC | $385.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALDEN INVESTMENT GROUP CRD 317077 | Wayne, PA | Corporate platform LLC | $385.7M | 38 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC ASSET MANAGEMENT, LLC CRD 115157 | Gig Harbor, WA | Corporate platform LLC | $384.8M | 5 advisors | Percentage of AUM | View | |
| AGVICTUS CAPITAL MANAGEMENT LLC CRD 307047 | Alpharetta, GA | Corporate platform LLC | $384.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROMUS ADVISORS CRD 157484 | Dallas, TX | Advisory firm LLC | $384.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL TRUST CRD 143120 | Palm Beach Gardens, FL | Advisory firm LLC | $384.5M | 7 advisors | Percentage of AUM | View | |
| RALLYDAY PARTNERS, LLC CRD 307309 | Denver, CO | Advisory firm LLC | $384.1M | 14 advisors | Performance-based fees · REIMBURSED APPROVED MANAGER EXPENSES +1 more | View | |
| NOMURA CAPITAL MANAGEMENT LLC CRD 324417 | New York, NY | Corporate platform LLC | $384.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| KETRON FINANCIAL LLC CRD 330807 | Novato, CA | Advisory firm LLC | $384.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LONGVIEW FINANCIAL ADVISORS, LLC CRD 291192 | CA | Advisory firm LLC | $383.9M | 2 advisors | Percentage of AUM | View | |
| ARCHITECT EQUITY CRD 328703 | El Segundo, CA | Advisory firm LLC | $383.9M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SPARTAN PLANNING GROUP CRD 166599 | Greensboro, NC | Corporate platform LLC | $383.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ATS WEALTH MANAGEMENT CRD 137705 | San Diego, CA | Advisory firm LLC | $383.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOLT INVESTMENT HOLDINGS LLC CRD 306923 | Brooklyn, NY | Corporate platform LLC | $383.5M | 4 advisors | Fixed fees; Performance-based fees | View | |
| CASCADES CAPITAL ASSET MANAGEMENT, LLC CRD 167102 | Greensboro, NC | Corporate platform LLC | $383.3M | 3 advisors | Percentage of AUM | View | |
| VISTA INVESTMENT PARTNERS CRD 327983 | Richmond, IN | Advisory firm LLC | $383.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL MANAGEMENT LLC CRD 109416 | Greensboro, NC | Corporate platform LLC | $383.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE + ONE WEALTH MANAGEMENT, LLC CRD 310906 | Jupiter, FL | Advisory firm LLC | $383.0M | 5 advisors | Percentage of AUM | View | |
| CANOPY 360 WEALTH, LLC CRD 296771 | Ocala, FL | Advisory firm LLC | $382.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCENT CAPITAL MANAGEMENT, LLC CRD 319275 | Centerville, OH | Corporate platform LLC | $382.7M | 4 advisors | Percentage of AUM | View | |
| CLARAPHI ADVISORY NETWORK, LLC CRD 165868 | Aliso Viejo, CA | Advisory firm LLC | $382.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARSHARES LLC CRD 157531 | Marco Island, FL | Advisory firm LLC | $382.5M | 1 advisors | Percentage of AUM | View | |
| RED TORTOISE CRD 282509 | Atlanta, GA | Advisory firm LLC | $382.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |