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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 | |||||
|---|---|---|---|---|---|---|---|
| MARSHALL INVESTMENT MANAGEMENT, LLC CRD 174817 | Greenwood Village, CO | Corporate platform LLC | $298.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INNOVATIVE ASSET ADVISORS GROUP CRD 336773 | Shelton, CT | Corporate platform LLC | $297.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRENNE FINANCIAL PLANNING LLC CRD 173029 | AZ | Advisory firm LLC | $297.9M | 6 advisors | Fixed fees | View | |
| AVOS CAPITAL MANAGEMENT, LLC CRD 313979 | CA | Corporate platform LLC | $297.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STERLING BAY CAPITAL ADVISERS, LLC CRD 172242 | Chicago, IL | Advisory firm LLC | $297.6M | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC CRD 306068 | Tempe, AZ | Advisory firm LLC | $297.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TANDEMGROWTH FINANCIAL ADVISORS, LLC CRD 125490 | Alpharetta, GA | Advisory firm LLC | $297.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAISSA WEALTH STRATEGIES CRD 150458 | Bloomington, MN | Advisory firm LLC | $297.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BEACON FINANCIAL ADVISORS LTD CRD 106164 | Houston, TX | Advisory firm LLC | $296.9M | 1 advisors | Percentage of AUM | View | |
| MATTERS CAPITAL LLC CRD 333776 | Coral Gables, FL | Advisory firm LLC | $296.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADW CAPITAL MANAGEMENT LLC CRD 175486 | FL | Corporate platform LLC | $296.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| USA FINANCIAL SECURITIES LLC CRD 103857 | Ada, MI | Advisory firm LLC | $296.5M | 134 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEST INVEST CRD 297599 | San Antonio, TX | Advisory firm LLC | $296.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA CAPITAL FAMILY OFFICE, LLC CRD 307521 | Greenwood Village, CO | Advisory firm LLC | $295.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PALATINE HILL WEALTH MANAGEMENT CRD 305619 | Birmingham, MI | Advisory firm LLC | $295.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SQUARE ADVISORS, LLC CRD 160578 | London | Advisory firm LLC | $295.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UNION HERITAGE CAPITAL CRD 309768 | Detroit, MI | Advisory firm LLC | $295.2M | 1 advisors | Percentage of AUM | View | |
| GUILD CAPITAL MANAGEMENT CRD 307569 | CA | Corporate platform LLC | $295.2M | 9 advisors | Performance-based fees | View | |
| TRACE WEALTH ADVISORS CRD 317542 | AZ | Advisory firm LLC | $295.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KRANE FINANCIAL SOLUTIONS CRD 153594 | Calabasas, CA | Advisory firm LLC | $295.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC CRD 312253 | Shelburne, VT | Advisory firm LLC | $294.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ILLUMEN CAPITAL MANAGEMENT, LLC CRD 305411 | Oakland, CA | Corporate platform LLC | $294.9M | 4 advisors | Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER | View | |
| MADISON PARK CAPITAL ADVISORS, LLC CRD 172780 | Seattle, WA | Advisory firm LLC | $294.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC CRD 284920 | Webster, NY | Advisory firm LLC | $294.5M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View |