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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 | |||||
|---|---|---|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC CRD 143254 | St. Louis Park, MN | Advisory firm LLC | $300.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCHCREEK WEALTH MANAGEMENT, LLC CRD 304207 | Miami Township, OH | Advisory firm LLC | $300.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTEREY WEALTH CRD 172577 | Atlanta, GA | Advisory firm LLC | $300.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL WEST PARTNERS, LLC CRD 130762 | Tucson, AZ | Advisory firm LLC | $300.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC CRD 291645 | Los Angeles, CA | Advisory firm LLC | $300.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMIC CAPITAL, LLC CRD 153450 | Larkspur, CA | Advisory firm LLC | $299.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STONECROP WEALTH ADVISORS, LLC CRD 306486 | West Chester, PA | Advisory firm LLC | $299.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| MANER WEALTH CRD 308146 | Lansing, MI | Advisory firm LLC | $299.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLPO CAPITAL MANAGEMENT LLC CRD 323907 | — | Corporate platform LLC | $299.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEPATH WEALTH MANAGEMENT CRD 328977 | Traverse City, MI | Advisory firm LLC | $299.5M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MQS MANAGEMENT, LLC CRD 161238 | New York, NY | Advisory firm LLC | $299.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMRICK INVESTMENT COUNSEL, LLC CRD 116314 | Seattle, WA | Advisory firm LLC | $299.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEPASS CAPITAL, LLC CRD 329404 | Independence, OH | Advisory firm LLC | $299.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GENESIA INVESTMENTS LLC CRD 329661 | SC | Advisory firm LLC | $299.1M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| RIVERPARK CAPITAL MANAGEMENT LLC CRD 150798 | New York, NY | Corporate platform LLC | $299.0M | 6 advisors | Percentage of AUM | View | |
| DOVETAIL FINANCIAL GROUP LLC CRD 311298 | Wilmington, NC | Corporate platform LLC | $298.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROUBAIX CAPITAL, LLC CRD 269879 | Denver, CO | Advisory firm LLC | $298.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEARCH FUND ACCELERATOR, LLC CRD 281491 | New Orleans, LA | Advisory firm LLC | $298.9M | 3 advisors | Performance-based fees; COMMITMENT FEE | View | |
| OSMOSIS INVESTMENT MANAGEMENT US LLC CRD 283049 | London, MA | Corporate platform LLC | $298.9M | 26 advisors | Percentage of AUM | View | |
| GS GAMMA ADVISORS, LLC CRD 135424 | New York, NY | Advisory firm LLC | $298.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AVID WEALTH PARTNERS, LLC CRD 323124 | San Antonio, TX | Advisory firm LLC | $298.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TREND TRADE PRO, LLC CRD 328383 | Pasadena, CA | Advisory firm LLC | $298.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| KAILASA CAPITAL MANAGEMENT LLC CRD 286159 | Pittsburgh, PA | Corporate platform LLC | $298.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UNISON ASSET MANAGEMENT LLC CRD 288249 | Aventura, FL | Corporate platform LLC | $298.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |