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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 | |||||
|---|---|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC CRD 162083 | Naples, FL | Advisory firm LLC | $326.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMUNITY DEVELOPMENT FUND ADVISORS, LLC CRD 281617 | PA | Advisory firm LLC | $326.4M | 2 advisors | Percentage of AUM | View | |
| PUREFI WEALTH, LLC CRD 328459 | Boston, MA | Advisory firm LLC | $326.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASE WEALTH MANAGEMENT CRD 321991 | Lakewood Ranch, FL | Advisory firm LLC | $326.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTREWEALTH CRD 317553 | AZ | Advisory firm LLC | $326.3M | 10 advisors | Percentage of AUM | View | |
| FINANCIALLY IN TUNE CRD 156200 | Stoneham, MA | Advisory firm LLC | $326.2M | 4 advisors | Hourly charges; Fixed fees | View | |
| PACK PRIVATE WEALTH, LLC CRD 310523 | Wayzata, MN | Advisory firm LLC | $326.2M | 2 advisors | Percentage of AUM | View | |
| HFR INVESTMENTS, LLC CRD 307372 | Chicago, IL | Advisory firm LLC | $326.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| RESILIENT CAPITAL MANAGEMENT, LLC CRD 318997 | Dallas, TX | Corporate platform LLC | $326.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HURLEY CAPITAL, LLC CRD 130051 | New York, NY | Advisory firm LLC | $326.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERLINE WEALTH ADVISORS, LLC CRD 164485 | Louisville, KY | Advisory firm LLC | $326.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEALTHEDGE INVESTMENT PARTNERS CRD 163421 | Tampa, FL | Advisory firm LLC | $325.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PATRON PARTNERS, LLC CRD 310629 | Houston, TX | Advisory firm LLC | $325.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER LAKE ADVISORY PARTNERS, LLC CRD 107625 | CA | Advisory firm LLC | $325.3M | 3 advisors | Percentage of AUM | View | |
| STRATEGIC WEALTH ADVISORS, LLC CRD 114167 | AZ | Advisory firm LLC | $325.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVERSE TEAM FINANCIAL SERVICES, LLC CRD 335322 | KS | Advisory firm LLC | $325.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EKS ASSOCIATES CRD 169687 | Princeton, NJ | Advisory firm LLC | $324.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHT ARC CAPITAL MANAGEMENT LLC CRD 339985 | Greenwich, CT | Corporate platform LLC | $324.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA INVESTMENT MANAGEMENT, LLC CRD 116068 | Pittsburgh, PA | Corporate platform LLC | $323.9M | 4 advisors | Percentage of AUM | View | |
| GALAXY INVESTMENT MANAGEMENT, LLC CRD 281589 | Uniondale, NY | Corporate platform LLC | $323.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TORQUE ASSET MANAGEMENT LLC CRD 335621 | NE | Corporate platform LLC | $323.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| 1248 PARTNERS, LLC CRD 325304 | Kansas City, MO | Advisory firm LLC | $323.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHOICE WEALTH ADVISORS LLC CRD 297745 | Waterville, ME | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWN FINANCIAL ADVISORS, LLC CRD 147056 | Milford, OH | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |