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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 | |||||
|---|---|---|---|---|---|---|---|
| COMMONS CAPITAL, LLC CRD 165738 | Needham, MA | Advisory firm LLC | $307.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| EASTBAY CAPITAL CRD 166947 | — | Advisory firm LLC | $307.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COPLEY INVESTMENT MANAGEMENT, LLC CRD 118014 | NC | Corporate platform LLC | $307.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY TECHNOLOGY GROUP, LLC CRD 160676 | Menlo Park, CA | Corporate platform LLC | $307.3M | 88 advisors | Percentage of AUM; Performance-based fees | View | |
| KEVIN M. GIBNEY AND COMPANY, LLC CRD 151879 | Iselin, NJ | Advisory firm LLC | $306.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPECTRA INVESTMENT MANAGEMENT, LLC CRD 288145 | Stuart, FL | Corporate platform LLC | $306.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FENWAY PARTNERS, LLC CRD 160630 | Westerly, RI | Advisory firm LLC | $306.8M | 2 advisors | Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER | View | |
| ONE WEALTH CAPITAL MANAGEMENT, LLC CRD 331395 | Scottsdale, AZ | Corporate platform LLC | $306.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAFT & SAGE WEALTH CRD 323565 | Kansas City, MO | Advisory firm LLC | $306.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD SQUARE MANAGEMENT, LLC CRD 127888 | Greenwich, CT | Advisory firm LLC | $306.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| EKANTA WEALTH ADVISORS LLC CRD 282031 | Coconut Grove, FL | Advisory firm LLC | $306.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GFG SOLUTIONS CRD 331977 | Orlando, FL | Advisory firm LLC | $306.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEXIL ADVISERS LLC CRD 154387 | Walpole, NH | Advisory firm LLC | $306.6M | 3 advisors | Percentage of AUM | View | |
| BISON CAPITAL GROUP, LLC CRD 315170 | Edmond, OK | Corporate platform LLC | $306.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDELIS IM CRD 162985 | Medford, OR | Advisory firm LLC | $306.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HENDERSHOTT WEALTH MANAGEMENT, LLC CRD 170839 | Fishers, IN | Advisory firm LLC | $305.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAINEER PARTNERS MANAGEMENT, LLC CRD 163089 | New York, NY | Advisory firm LLC | $305.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND CAPITAL SOLUTIONS LLC CRD 311034 | IL | Advisory firm LLC | $305.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VARRA FINANCIAL CRD 324044 | Louisville, CO | Advisory firm LLC | $305.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LEAP WEALTH MANAGEMENT CRD 152253 | Dallas, TX | Advisory firm LLC | $305.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADALTA CAPITAL MANAGEMENT LLC CRD 283771 | New York, NY | Corporate platform LLC | $305.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KEELER THOMAS MANAGEMENT LLC CRD 109522 | Orem, UT | Advisory firm LLC | $305.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STABLEFORD CAPITAL LLC CRD 173383 | Scottsdale, AZ | Advisory firm LLC | $305.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARUS WEALTH ADVISORS, LLC CRD 281160 | Peoria, AZ | Advisory firm LLC | $305.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View |