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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 | |||||
|---|---|---|---|---|---|---|---|
| NEW CATALYST CRD 332967 | Washington, DC | Advisory firm LLC | $336.9M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | Portland, OR | Corporate platform LLC | $336.9M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VESTURA, LLC CRD 142926 | Hobart, WI | Advisory firm LLC | $336.7M | 3 advisors | Percentage of AUM | View | |
| EVERSTAR ASSET MANAGEMENT, LLC CRD 313334 | Mooresville, NC | Corporate platform LLC | $336.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KILNER CAPITAL ADVISORS, LLC CRD 139521 | Gaithersburg, MD | Advisory firm LLC | $336.7M | 2 advisors | Percentage of AUM | View | |
| ALTERNA CAPITAL PARTNERS LLC CRD 156954 | NH | Advisory firm LLC | $336.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ADG WEALTH MANAGEMENT GROUP, LLC CRD 132341 | Metairie, LA | Corporate platform LLC | $336.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RPS RETIREMENT PLAN ADVISORS CRD 319220 | Austin, TX | Advisory firm LLC | $336.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLONY CAPITAL INVESTMENT ADVISORS, LLC CRD 175506 | Boca Raton, FL | Advisory firm LLC | $336.2M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL IDEAS CRD 114352 | Dallas, TX | Advisory firm LLC | $336.2M | 5 advisors | Percentage of AUM | View | |
| AGATE PASS INVESTMENT, LLC CRD 155049 | Bainbridge Island, WA | Advisory firm LLC | $336.0M | 4 advisors | Percentage of AUM | View | |
| COGENT STRATEGIC WEALTH LLC CRD 152715 | Chicago, IL | Advisory firm LLC | $336.0M | 2 advisors | Percentage of AUM | View | |
| SHARED VISION WEALTH GROUP CRD 325000 | AZ | Corporate platform LLC | $335.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACHTREE INVESTMENT PARTNERS, LLC CRD 142839 | CA | Advisory firm LLC | $335.8M | 2 advisors | Percentage of AUM | View | |
| APRICUS WEALTH LLC CRD 306239 | Beaufort, SC | Advisory firm LLC | $335.7M | 4 advisors | Percentage of AUM | View | |
| THE MENARD FINANCIAL GROUP, LLC CRD 299404 | Houston, TX | Corporate platform LLC | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CION GROSVENOR MANAGEMENT, LLC CRD 330199 | New York, NY | Advisory firm LLC | $335.2M | 2 advisors | Percentage of AUM | View | |
| BVP MANAGEMENT COMPANY, LLC CRD 307029 | New York, NY | Advisory firm LLC | $335.2M | 8 advisors | Performance-based fees; FEES PAID BY PORTFOLIO COMPANIES | View | |
| TRISPERITY ADVISORS, LLC CRD 142438 | Katy, TX | Advisory firm LLC | $335.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPENRIDGE WEALTH ADVISORS CRD 337220 | Fort Worth, TX | Advisory firm LLC | $335.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PILLSBURY LAKE CAPITAL, LLC CRD 328282 | CA | Advisory firm LLC | $334.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOTHAM GREEN PARTNERS, LLC CRD 288771 | Santa Monica, CA | Advisory firm LLC | $334.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BAER WEALTH MANAGEMENT CRD 150555 | Marietta, GA | Advisory firm LLC | $334.7M | 2 advisors | Percentage of AUM | View | |
| WEALTHHARBOR CAPITAL GROUP, LLC CRD 118614 | Metairie, LA | Corporate platform LLC | $334.7M | 6 advisors | Percentage of AUM; Fixed fees | View |