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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 | |||||
|---|---|---|---|---|---|---|---|
| CMR CAPITAL MANAGEMENT, LLC CRD 284054 | Pasadena, CA | Corporate platform LLC | $275.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RUSSELL CAPITAL MANAGEMENT, LLC CRD 109513 | Lexington, KY | Corporate platform LLC | $275.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ROSEROCK WEALTH MANAGEMENT, LLC CRD 288088 | Dallas, TX | Advisory firm LLC | $275.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADDICUS ADVISORY, LLC CRD 282244 | Tupelo, MS | Advisory firm LLC | $274.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| CUSHING CAPITAL PARTNERS, LLC CRD 313497 | Delafield, WI | Advisory firm LLC | $274.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1492 CAPITAL MANAGEMENT, LLC CRD 148566 | Milwaukee, WI | Corporate platform LLC | $274.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LUMOS CAPITAL GROUP LLC CRD 306528 | New York, NY | Corporate platform LLC | $274.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| OUELLETTE WEALTH ADVISORY LLC CRD 289242 | Lexington, MA | Advisory firm LLC | $274.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPASSO PLANNING PARTNERS LLC CRD 294673 | Charleston, SC | Advisory firm LLC | $274.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSION HILLS FINANCIAL ADVISORY LLC CRD 328516 | San Diego, CA | Advisory firm LLC | $274.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRONOS WEALTH MANAGEMENT, L.L.C. CRD 299782 | Clearwater, FL | Advisory firm LLC | $274.0M | 2 advisors | Percentage of AUM | View | |
| PRIVATE WEALTH GROUP, LLC CRD 128560 | Tampa, FL | Corporate platform LLC | $274.0M | 1 advisors | Percentage of AUM | View | |
| LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC CRD 144200 | Lubbock, TX | Advisory firm LLC | $274.0M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOCEO WEALTH, LLC CRD 310415 | Meridian, ID | Advisory firm LLC | $274.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JAMES RIVER ASSET MANAGEMENT, LLC CRD 117917 | Midlothian, VA | Corporate platform LLC | $273.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEWEALTH FINANCIAL PARTNERS CRD 316079 | Bellevue, WA | Advisory firm LLC | $273.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INTERALPEN PARTNERS, LLC CRD 315587 | Omaha, NE | Advisory firm LLC | $273.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHAPEL BRIDGE WEALTH ADVISORS CRD 313295 | San Juan, PR | Advisory firm LLC | $273.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY CAPITAL CRD 332184 | The Woodlands, TX | Advisory firm LLC | $273.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RECKONER CAPITAL MANAGEMENT LLC CRD 333863 | New York, NY | Corporate platform LLC | $273.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VALOR FINANCIAL SERVICES, LLC CRD 309377 | Knoxville, TN | Advisory firm LLC | $273.3M | 2 advisors | Percentage of AUM | View | |
| UHLMANN INVESTMENT MANAGEMENT, L.L.C. CRD 118025 | Skokie, IL | Corporate platform LLC | $273.2M | 9 advisors | Percentage of AUM | View | |
| TFP MANAGEMENT, LLC CRD 313543 | Bettendorf, IA | Advisory firm LLC | $273.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLUESTONE WEALTH MANAGEMENT LLC CRD 137959 | Keene, NH | Advisory firm LLC | $272.9M | 2 advisors | Percentage of AUM; Fixed fees | View |