Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| BULL HARBOR CAPITAL LLC. CRD 324995 | Bethesda, MD | Advisory firm LLC | $354.8M | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS FINANCIAL GROUP CRD 310008 | Mobile, AL | Corporate platform LLC | $354.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE CITY CAPITAL, LLC CRD 148828 | Lake Oswego, OR | Advisory firm LLC | $354.7M | 5 advisors | Percentage of AUM | View | |
| RESURGENT ADVISORS CRD 299575 | Atlanta, GA | Advisory firm LLC | $354.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LLOYD HARBOR CAPITAL MANAGEMENT, LLC CRD 304646 | Cold Spring Harbor, NY | Corporate platform LLC | $354.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH ADVISORS NW CRD 284468 | Portland, OR | Advisory firm LLC | $354.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STANCE CAPITAL LLC CRD 284267 | Boston, MA | Advisory firm LLC | $354.2M | 5 advisors | Percentage of AUM | View | |
| SIGHTLINE WEALTH ADVISORS, LLC CRD 176520 | Groton, CT | Advisory firm LLC | $354.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE ALTERNATIVE CAPITAL, LLC CRD 302011 | Peachtree Corners, GA | Advisory firm LLC | $354.0M | 3 advisors | Percentage of AUM | View | |
| PIEDMONT WEALTH ADVISORY CRD 333693 | Reston, VA | Advisory firm LLC | $353.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WAYFINDING FINANCIAL, LLC CRD 306208 | Lynnwood, WA | Advisory firm LLC | $353.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TARGETED FINANCIAL SERVICES, LLC CRD 129049 | Seminole, FL | Advisory firm LLC | $353.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DXD CAPITAL CRD 329580 | Albuquerque, NM | Advisory firm LLC | $353.4M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC CRD 164517 | Miami, FL | Corporate platform LLC | $353.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AVORY & CO. CRD 284812 | Miami, FL | Advisory firm LLC | $353.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXT MANAGEMENT ADVISORS, LLC CRD 324644 | New York, NY | Advisory firm LLC | $353.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHBRIDGE ADVISORS, LLC CRD 306075 | Marieta, GA | Advisory firm LLC | $353.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 10TALENTS INVESTORS, LLC CRD 262786 | Foxborough, MA | Advisory firm LLC | $353.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NORRIS FINANCIAL GROUP, LLC CRD 129422 | Greenville, SC | Corporate platform LLC | $353.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAYSIDE PARTNERS CRD 306090 | Jupiter, FL | Advisory firm LLC | $353.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION FINANCIAL LLC CRD 314365 | Brookfield, WI | Advisory firm LLC | $352.9M | 4 advisors | Percentage of AUM | View | |
| FORAGER CAPITAL MANAGEMENT, LLC CRD 158835 | Birmingham, AL | Corporate platform LLC | $352.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRAIL RIDGE INVESTMENT ADVISORS, LLC CRD 284741 | Fort Collins, CO | Advisory firm LLC | $352.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALIDEX GLOBAL INVESTING CRD 166575 | Irvine, CA | Advisory firm LLC | $352.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |