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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 | |||||
|---|---|---|---|---|---|---|---|
| SIERRA INVESTMENT MANAGEMENT, LLC CRD 106615 | Santa Monica, CA | Corporate platform LLC | $360.9M | 8 advisors | Percentage of AUM | View | |
| WEALTH PLANNING GROUP CRD 291708 | Baltimore, MD | Corporate platform LLC | $360.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSCENDENT CAPITAL GROUP CRD 316872 | Edmond, OK | Corporate platform LLC | $360.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORDIS FINANCIAL, LLC CRD 294766 | Minneapolis, MN | Advisory firm LLC | $360.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ACP CAPITAL MANAGEMENT, LLC CRD 138556 | Miami, FL | Corporate platform LLC | $360.3M | 12 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BCO WEALTH MANAGEMENT, LLC CRD 322276 | Carlsbad, NM | Advisory firm LLC | $359.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COOK & BYNUM CAPITAL MANAGEMENT, LLC CRD 149454 | Birmingham, AL | Corporate platform LLC | $359.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KESSLER INVESTMENT GROUP, LLC CRD 153696 | Columbus, IN | Corporate platform LLC | $359.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LYNK CAPITAL MANAGEMENT COMPANY, LLC CRD 329038 | Jacksonville, FL | Corporate platform LLC | $359.6M | 3 advisors | Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS | View | |
| WASHINGTON PARK CAPITAL MANAGEMENT, LLC CRD 338939 | Portland, OR | Corporate platform LLC | $359.5M | 3 advisors | Percentage of AUM | View | |
| CLEARWAVE CAPITAL CRD 337738 | Upland, CA | Advisory firm LLC | $359.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEROS WEALTH PARTNERS CRD 166808 | Gilbert, AZ | Advisory firm LLC | $359.2M | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| AYRTON CAPITAL LLC CRD 286298 | Westport, CT | Advisory firm LLC | $358.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGEPATH CAPITAL MANAGEMENT LLC CRD 283343 | Knoxville, TN | Corporate platform LLC | $358.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSA WEALTH MANAGEMENT CRD 323123 | Houston, TX | Advisory firm LLC | $358.8M | 3 advisors | Percentage of AUM | View | |
| AURORA INVESTMENT MANAGERS, LLC CRD 146325 | Naples, FL | Advisory firm LLC | $358.7M | 2 advisors | Percentage of AUM | View | |
| ROBERTSON OPPORTUNITY CAPITAL, LLC CRD 118484 | Dallas, TX | Advisory firm LLC | $358.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC CRD 332374 | Greenwich, CT | Advisory firm LLC | $358.6M | 117 advisors | Percentage of AUM; Performance-based fees | View | |
| CALIFORNIA CAPITAL MANAGEMENT CRD 130734 | Burbank, CA | Corporate platform LLC | $358.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESTEM FINANCIAL ADVISORS, LLC CRD 158418 | Savoy, IL | Advisory firm LLC | $358.2M | 8 advisors | Hourly charges · Fixed fees +1 more | View | |
| PRUFID FINANCIAL ADVISORS LLC CRD 121897 | MI | Advisory firm LLC | $358.0M | 1 advisors | Percentage of AUM | View | |
| PILLAR FINANCIAL ADVISORS, LLC CRD 121880 | Louisville, KY | Advisory firm LLC | $357.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ACCESS WEALTH MANAGEMENT, LLC CRD 339285 | Louisville, KY | Advisory firm LLC | $357.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MCDONALD CAPITAL MANAGEMENT CRD 114531 | Lubbock, TX | Corporate platform LLC | $357.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |