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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 | |||||
|---|---|---|---|---|---|---|---|
| DUNN CAPITAL MANAGEMENT CRD 328632 | Stuart, FL | Corporate platform LLC | $269.0M | 6 advisors | DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE | View | |
| DIVERSIFIED RESOURCES, LLC CRD 31346 | Warwick, RI | Advisory firm LLC | $268.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK FINANCIAL ADVISORS CRD 115207 | Denver, CO | Advisory firm LLC | $268.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BYRNE ASSET MANAGEMENT, LLC CRD 125221 | Kingston, NJ | Corporate platform LLC | $268.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ANDREWS ADVISORY ASSOCIATES, LLC CRD 118957 | Honolulu, HI | Advisory firm LLC | $268.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEMPHIS CAPITAL MANAGEMENT, LLC CRD 134522 | Memphis, TN | Corporate platform LLC | $268.6M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| REMORA CAPITAL PARTNERS CRD 316160 | Nashville, TN | Advisory firm LLC | $268.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ATHOS PRIVATE WEALTH LLC CRD 309862 | Holladay, UT | Advisory firm LLC | $268.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WAVVEST WEALTH CRD 332096 | Chicago, IL | Advisory firm LLC | $268.5M | 3 advisors | Percentage of AUM | View | |
| ASTRA WEALTH PARTNERS CRD 321136 | Jersey City, NJ | Advisory firm LLC | $268.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAGE INVESTMENT ADVISERS LLC CRD 304559 | Wappingers Falls, NY | Advisory firm LLC | $268.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CWS CAPITAL PARTNERS LLC CRD 166871 | Newport Beach, CA | Advisory firm LLC | $268.4M | 25 advisors | Performance-based fees · REIMBURSED EXPENSES +1 more | View | |
| JMK & ASSOCIATES, LLC CRD 312760 | Spokane, WA | Advisory firm LLC | $268.4M | 1 advisors | Percentage of AUM | View | |
| KARL KAPITAL CRD 333558 | San Francisco, CA | Advisory firm LLC | $268.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BPM WEALTH ADVISORS, LLC CRD 325909 | San Francisco, CA | Advisory firm LLC | $268.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTED ADVISORS CRD 311243 | State College, PA | Advisory firm LLC | $268.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELIANT INVESTMENT PARTNERS, LLC CRD 297369 | Pinehurst, NC | Advisory firm LLC | $268.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIEWPOINT CAPITAL MANAGEMENT CRD 158899 | Seattle, WA | Corporate platform LLC | $267.8M | 1 advisors | Percentage of AUM | View | |
| TRADELINK CAPITAL LLC CRD 161971 | Chicago, IL | Advisory firm LLC | $267.8M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VARIANT PRIVATE WEALTH LLC CRD 288011 | Tysons, VA | Advisory firm LLC | $267.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIARCH WEALTH MANAGEMENT, LLC CRD 327099 | NY | Advisory firm LLC | $267.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARSENAL CAPITAL ADVISORS LLC CRD 325612 | Conshohocken, PA | Advisory firm LLC | $267.1M | 2 advisors | Percentage of AUM | View | |
| GQG PRIVATE CAPITAL SOLUTIONS LLC CRD 332231 | Tacoma, WA | Advisory firm LLC | $266.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | Park City, UT | Corporate platform LLC | $266.7M | 5 advisors | Percentage of AUM; CARRIED INTEREST | View |