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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 | |||||
|---|---|---|---|---|---|---|---|
| CITRINE CAPITAL CRD 171735 | San Francisco, CA | Advisory firm LLC | $346.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CUSTOS FAMILY OFFICE LLC CRD 294025 | CO | Advisory firm LLC | $346.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LODESTONE WEALTH MANAGEMENT LLC CRD 151115 | Spokane, WA | Advisory firm LLC | $346.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ANGELLIST ASSET MANAGEMENT, LLC CRD 330361 | Seattle, WA | Corporate platform LLC | $346.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WMGNA CRD 125765 | Farmington, CT | Advisory firm LLC | $346.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ROAD INVESTMENT COUNSEL, LLC CRD 171343 | Kalamazoo, MI | Advisory firm LLC | $346.4M | 2 advisors | Percentage of AUM | View | |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC CRD 161661 | Miami, FL | Corporate platform LLC | $346.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VELOCIS MANAGEMENT, LLC CRD 313345 | Dallas, TX | Advisory firm LLC | $346.4M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT ELM CAPITAL MANAGEMENT, LLC CRD 284304 | Palm Beach Gardens, FL | Corporate platform LLC | $346.1M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| REDE WEALTH, LLC CRD 173346 | Charlottesville, VA | Advisory firm LLC | $346.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA INVESTMENT ADVISORS, LLC CRD 109590 | Eagle, ID | Advisory firm LLC | $345.8M | 3 advisors | Percentage of AUM | View | |
| ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | Kirkwood, MO | Advisory firm LLC | $345.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONTINUUM WEALTH ADVISORS, LLC CRD 152895 | Saratoga Springs, NY | Advisory firm LLC | $345.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| IPCP MANAGEMENT, LLC CRD 316853 | Boca Raton, FL | Advisory firm LLC | $345.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PLACEHOLDER MANAGEMENT, LLC CRD 292362 | New York, NY | Advisory firm LLC | $345.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BORDERLESS MANAGEMENT LLC CRD 323404 | Clermont, FL | Advisory firm LLC | $345.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BIP CAPITAL MANAGEMENT SERVICES, LLC CRD 300757 | Atlanta, GA | Corporate platform LLC | $345.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTRESS PLANNING GROUP CRD 157900 | Pewaukee, WI | Corporate platform LLC | $345.3M | 5 advisors | Percentage of AUM | View | |
| BLACK TORO LLC CRD 315289 | Miami, FL | Advisory firm LLC | $345.1M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AHAKISTA CAPITAL LLC CRD 337864 | AZ | Advisory firm LLC | $345.0M | 2 advisors | Fixed fees | View | |
| RHP WEALTH MANAGEMENT CRD 304735 | Houston, TX | Advisory firm LLC | $344.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HICKS CAPITAL MANAGEMENT, LLC CRD 158609 | Columbus, OH | Corporate platform LLC | $344.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TERAMO ADVISORS, LLC CRD 291574 | Naples, FL | Advisory firm LLC | $344.7M | 2 advisors | Percentage of AUM | View | |
| LOFTIN WEALTH PARTNERS CRD 305359 | Johns Creek, GA | Advisory firm LLC | $344.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |