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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN CAPITAL ADVISORY, LLC CRD 141944 | Ketchum, ID | Advisory firm LLC | $334.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCEANIQ CAPITAL, LLC CRD 168062 | Palo Alto, CA | Advisory firm LLC | $334.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COTTAGE STREET ADVISORS CRD 173487 | Marion, MA | Advisory firm LLC | $333.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAIT & SOUND CRD 309306 | CA | Advisory firm LLC | $333.7M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| CONGRUENCE CAPITAL, LLC CRD 328559 | Los Angeles, CA | Advisory firm LLC | $333.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VESTA WEALTH MANAGEMENT, LLC CRD 167498 | Miami Beach, FL | Advisory firm LLC | $333.3M | 1 advisors | Percentage of AUM | View | |
| HIGHLAND PEAK CAPITAL, LLC CRD 306304 | Old Greenwich, CT | Advisory firm LLC | $333.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DOVETAIL WEALTH MANAGEMENT, LLC CRD 291068 | Taylor, TX | Advisory firm LLC | $333.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC CRD 136069 | Charlottesville, VA | Corporate platform LLC | $333.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| OUTWING PRIVATE WEALTH MANAGEMENT CRD 322444 | Santa Barbara, CA | Advisory firm LLC | $332.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC CRD 291380 | The Villages, FL | Corporate platform LLC | $332.8M | 7 advisors | Percentage of AUM | View | |
| AMERICAN FUNDSTARS CRD 315860 | Irvine, CA | Advisory firm LLC | $332.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLLAB+CURRENCY MANAGEMENT, LLC CRD 309133 | OR | Advisory firm LLC | $332.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FALL LINE CAPITAL, LLC CRD 283625 | San Mateo, CA | Advisory firm LLC | $332.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CURRY WEBB WEALTH MANAGEMENT LLC CRD 168692 | Indianapolis, IN | Advisory firm LLC | $332.4M | 5 advisors | Percentage of AUM | View | |
| PHOENICIAN RESOURCES CRD 304953 | New York, NY | Advisory firm LLC | $332.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIDLINE CRD 317336 | Atlanta, GA | Advisory firm LLC | $332.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA ACCUMULATION, LLC CRD 286434 | Sausalito, CA | Advisory firm LLC | $332.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLANO WEALTH ADVISORS CRD 322037 | Fairfield, CA | Advisory firm LLC | $331.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPUS INVESTMENT MANAGEMENT LLC CRD 163262 | New York, NY | Corporate platform LLC | $331.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BBJS FINANCIAL ADVISORS, LLC CRD 115969 | Seattle, WA | Advisory firm LLC | $331.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORAZON GROUP LLC CRD 285865 | Chicago, IL | Corporate platform LLC | $331.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| 5T WEALTH, LLC CRD 112552 | Napa, CA | Advisory firm LLC | $331.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BERNARDI ASSET MANAGEMENT, LLC CRD 120110 | Northfield, IL | Corporate platform LLC | $331.0M | 10 advisors | Percentage of AUM | View |