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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 | |||||
|---|---|---|---|---|---|---|---|
| BROADVIEW MANAGEMENT, LLC CRD 334073 | St.. Louis, MO | Advisory firm LLC | $302.8M | 13 advisors | Percentage of AUM · Performance-based fees +3 more | View | |
| ALBANYADVISOR GROUP LLC CRD 316226 | Albany, NY | Corporate platform LLC | $302.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BREAKWATER INVESTMENT MANAGEMENT CRD 150841 | Seattle, WA | Corporate platform LLC | $302.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALETHEA CAPITAL MANAGEMENT, LLC CRD 156500 | CA | Corporate platform LLC | $302.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| UNCONVENTIONAL INVESTOR, LLC CRD 317333 | CA | Advisory firm LLC | $302.5M | 2 advisors | Percentage of AUM | View | |
| CYPRESS INVESTMENT MANAGEMENT, LLC CRD 327810 | Oakbrook Terrace, IL | Corporate platform LLC | $302.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MASSACHUSETTS WEALTH MANAGEMENT, LLC CRD 160235 | North Andover, MA | Advisory firm LLC | $301.5M | 2 advisors | Percentage of AUM | View | |
| PRAXIS CAPITAL MANAGEMENT LLC CRD 333052 | Chicago, IL | Corporate platform LLC | $301.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE DIAMOND CAPITAL INVESTMENT ADVISORS CRD 333059 | Provo, UT | Advisory firm LLC | $301.4M | 2 advisors | Hourly charges; Fixed fees | View | |
| SENESCHAL FAMILY OFFICE CRD 131618 | Tacoma, WA | Advisory firm LLC | $301.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAC CAPITAL ADVISORS LLC CRD 116816 | Seattle, WA | Advisory firm LLC | $301.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KINLOCH CAPITAL, LLC CRD 300735 | Glen Allen, VA | Advisory firm LLC | $301.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORD MANAGEMENT SERVICES, LLC CRD 292760 | Summit, NJ | Advisory firm LLC | $301.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VITAL WEALTH MANAGEMENT, LLC CRD 156455 | Rosemont, IL | Advisory firm LLC | $300.8M | 1 advisors | Percentage of AUM · Commissions +1 more | View | |
| TRUNORTH ADVISORS CRD 304558 | Greenville, SC | Advisory firm LLC | $300.8M | 8 advisors | Percentage of AUM | View | |
| TRANSITION FINANCIAL ADVISORS GROUP, LLC CRD 116089 | AZ | Corporate platform LLC | $300.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MICA CREEK CAPITAL LLC CRD 325642 | Steamboat Springs, CO | Advisory firm LLC | $300.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE CAPITAL MANAGEMENT, LLC CRD 141661 | East Syracuse, NY | Corporate platform LLC | $300.5M | 7 advisors | Percentage of AUM | View | |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC CRD 147984 | Summit, NJ | Advisory firm LLC | $300.4M | 4 advisors | Percentage of AUM | View | |
| CAPITAL WEALTH ALLIANCE, LLC CRD 298257 | Scottsdale, AZ | Advisory firm LLC | $300.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEEPWORK CAPITAL, LLC CRD 314673 | Orlando, FL | Advisory firm LLC | $300.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KRENSAVAGE ASSET MANAGEMENT, LLC CRD 168976 | New York, NY | Corporate platform LLC | $300.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOUD CAPITAL MANAGEMENT CRD 317325 | Seattle, WA | Corporate platform LLC | $300.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTIMUM FINANCIAL SERVICES, LLC CRD 105878 | Jackson, MS | Advisory firm LLC | $300.2M | 3 advisors | Percentage of AUM; Hourly charges | View |