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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 | |||||
|---|---|---|---|---|---|---|---|
| VALTRION CAPITAL MANAGEMENT, LLC CRD 318048 | Franklin, TN | Corporate platform LLC | $287.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| THE GORES GROUP, LLC CRD 160598 | Beverly Hills, CA | Corporate platform LLC | $287.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KAIZEN FINANCIAL STRATEGIES, LLC CRD 298248 | Pleasanton, CA | Advisory firm LLC | $287.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT CRD 147676 | Brownsburg, IN | Advisory firm LLC | $287.0M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERINI CAPITAL CRD 158540 | Carlsbad, NM | Advisory firm LLC | $287.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GAP ASSET MANAGEMENT, LLC CRD 309925 | South Bend, IN | Corporate platform LLC | $287.0M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALCHEMI WEALTH, LLC CRD 310451 | Essex, CT | Advisory firm LLC | $286.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYVIEW FINANCIAL GROUP, LLC CRD 310581 | Ponte Vedra Beach, FL | Corporate platform LLC | $286.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VILA, LLC CRD 307186 | San Francisco, CA | Advisory firm LLC | $286.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRITONPOINT PARTNERS, LLC CRD 333259 | Chevy Chase, MD | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAU ADVISORS CRD 301667 | Miami, FL | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE FOUNDATION INVESTMENT GROUP CRD 318369 | Lafayette, CA | Corporate platform LLC | $286.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JIM SAULNIER & ASSOCIATES, LLC CRD 169889 | Fort Collins, CO | Advisory firm LLC | $286.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAKER FINANCIAL SERVICES CRD 121534 | Annapolis, MD | Advisory firm LLC | $286.3M | 2 advisors | Percentage of AUM | View | |
| THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC CRD 326421 | Clearwater, FL | Corporate platform LLC | $286.1M | 3 advisors | Percentage of AUM | View | |
| SYNCHRONOUS WEALTH ADVISORS LLC CRD 317161 | CA | Advisory firm LLC | $286.1M | 3 advisors | Hourly charges; Fixed fees | View | |
| LOTUSGROUP ADVISORS CRD 143379 | Denver, CO | Advisory firm LLC | $286.0M | 7 advisors | Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES | View | |
| PRESTON WEALTH ADVISORS, LLC. CRD 165983 | Reston, VA | Advisory firm LLC | $286.0M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC CRD 336187 | Reno, NV | Corporate platform LLC | $285.8M | 3 advisors | Percentage of AUM | View | |
| GRIDIRON PARTNERS, LLC CRD 300920 | Wexford, PA | Advisory firm LLC | $285.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVERCREST CAPITAL MANAGEMENT LLC CRD 284911 | Fort Worth, TX | Corporate platform LLC | $285.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| EDEN GLOBAL ADVISORS LLC CRD 317761 | New York, NY | Advisory firm LLC | $285.6M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| AYRSHIRE CAPITAL MANAGEMENT LLC CRD 157883 | Westport, CT | Corporate platform LLC | $285.1M | 2 advisors | Percentage of AUM | View | |
| OAKTRUST WEALTH ADVISORS, LLC CRD 170827 | MA | Advisory firm LLC | $285.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |