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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 | |||||
|---|---|---|---|---|---|---|---|
| APPLIED CAPITAL LLC CRD 166175 | Little Rock, AR | Advisory firm LLC | $357.5M | 8 advisors | Percentage of AUM | View | |
| CONSERVATIVE WEALTH MANAGEMENT LLC CRD 138925 | AZ | Advisory firm LLC | $357.5M | 1 advisors | Percentage of AUM | View | |
| MOMENT PRIVATE WEALTH CRD 313223 | Saint Louis, MO | Advisory firm LLC | $357.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SYMBIOSIS CAPITAL PARTNERS, LLC CRD 316599 | Bentonville, AR | Advisory firm LLC | $357.2M | 6 advisors | Performance-based fees; PRO RATA EXPENSE REIMBURSEMENT | View | |
| CARNEGIE WEALTH MANAGEMENT, LLC CRD 290430 | Berwyn, PA | Advisory firm LLC | $357.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SALTMARSH FINANCIAL ADVISORS, LLC CRD 132248 | Pensacola, FL | Advisory firm LLC | $356.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCYON WEALTH PARTNERS CRD 334909 | Youngstown, OH | Advisory firm LLC | $356.5M | 4 advisors | Percentage of AUM | View | |
| FOURTH DIMENSION WEALTH, LLC CRD 306703 | Middleburg Heights, OH | Advisory firm LLC | $356.4M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKCLIFF PARTNERS LLC CRD 162325 | New York, NY | Advisory firm LLC | $356.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH OKLAHOMA CRD 132962 | Tulsa, OK | Advisory firm LLC | $356.3M | 6 advisors | Percentage of AUM | View | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | Dunmore, PA | Corporate platform LLC | $356.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC CRD 152003 | Cloquet, MN | Advisory firm LLC | $356.1M | 5 advisors | Percentage of AUM | View | |
| CRAWFORD FUND MANAGEMENT, LLC CRD 158659 | Boston, MA | Advisory firm LLC | $356.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MONHEGAN CAPITAL MANAGEMENT, LLC CRD 304428 | CT | Corporate platform LLC | $356.0M | 1 advisors | Percentage of AUM | View | |
| LIFEGOAL INVESTMENTS, LLC CRD 327833 | AZ | Advisory firm LLC | $356.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ARMOR INVESTMENT ADVISORS, LLC CRD 134200 | Raleigh, NC | Advisory firm LLC | $356.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN POINT CAPITAL LLC CRD 281731 | New York, NY | Advisory firm LLC | $355.9M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARGYLE CAPITAL MANAGEMENT, LLC CRD 106576 | Center Valley, PA | Corporate platform LLC | $355.7M | 3 advisors | Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES | View | |
| STONE OAK WEALTH MANAGEMENT, LLC CRD 288217 | San Antonio, TX | Advisory firm LLC | $355.6M | 4 advisors | Percentage of AUM | View | |
| GRIFFIN BLACK, LLC CRD 134684 | Redwood City, CA | Advisory firm LLC | $355.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACORN CAPITAL ADVISORS, LLC CRD 304164 | New York, NY | Advisory firm LLC | $355.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SEPULVEDA MANAGEMENT LLC CRD 284290 | Los Angeles, CA | Advisory firm LLC | $355.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TOMPKINS & CO. CRD 157240 | CO | Advisory firm LLC | $355.0M | 1 advisors | Percentage of AUM | View | |
| CLAY NORTHAM WEALTH MANAGEMENT CRD 159002 | Huntington Beach, CA | Advisory firm LLC | $354.9M | 2 advisors | Percentage of AUM | View |