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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 | |||||
|---|---|---|---|---|---|---|---|
| GREY ROCK ENERGY MANAGEMENT, LLC CRD 170956 | Dallas, TX | Advisory firm LLC | $259.9M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ERA GLOBAL TECHNOLOGIES CRD 339601 | New York, NY | Advisory firm LLC | $259.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CLARK WEALTH PARTNERS, LLC CRD 321757 | O'Fallon, IL | Advisory firm LLC | $259.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINLEY FINANCIAL, LLC CRD 131442 | Las Vegas, NV | Advisory firm LLC | $259.8M | 1 advisors | Percentage of AUM | View | |
| BRIDGE GENERATIONS WEALTH MANAGEMENT CRD 331683 | South Miami, FL | Advisory firm LLC | $259.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PROTEUS, LLC CRD 164085 | Indianapolis, IN | Advisory firm LLC | $259.8M | 3 advisors | Percentage of AUM | View | |
| WOVENEARTH VENTURES, LLC CRD 322556 | Palo Alto, CA | Advisory firm LLC | $259.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGELINE WEALTH PLANNING LLC CRD 307702 | Centerville, OH | Advisory firm LLC | $259.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHURCHILL NCPE ADVISOR LLC CRD 338431 | New York, NY | Advisory firm LLC | $259.5M | 79 advisors | Percentage of AUM; Performance-based fees | View | |
| STORYONE FAMILY OFFICE CRD 331394 | Overland Park, KS | Advisory firm LLC | $259.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | Muskegon, MI | Advisory firm LLC | $259.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH CONSULTING, LLC CRD 336590 | KS | Advisory firm LLC | $259.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COHEN INVESTMENT ADVISORS, LLC CRD 168595 | Bedford, NH | Advisory firm LLC | $259.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATION WEALTH MANAGEMENT CRD 314604 | MA | Advisory firm LLC | $259.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIS CAPITAL MANAGEMENT CRD 149014 | Jacksonville, FL | Corporate platform LLC | $259.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| KURE ADVISORY, LLC CRD 311320 | Plymouth, MN | Advisory firm LLC | $259.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INCLINE GLOBAL MANAGEMENT, LLC CRD 162607 | New York, NY | Advisory firm LLC | $259.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AN EXCEPTIONAL LIFE FINANCIAL, LLC CRD 288742 | Indianapolis, IN | Advisory firm LLC | $258.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVEL WEALTH MANAGEMENT CRD 340306 | Teaneck, NJ | Advisory firm LLC | $258.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COBBLESTONE ASSET MANAGEMENT CRD 326545 | Richmond, VA | Corporate platform LLC | $258.9M | 2 advisors | Percentage of AUM | View | |
| 724 CAPITAL, LLC CRD 318170 | AZ | Advisory firm LLC | $258.9M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| CORINTHIAN CAPITAL GROUP, LLC CRD 160346 | New York, NY | Corporate platform LLC | $258.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GK WEALTH MANAGEMENT LLC CRD 296847 | Reno, NV | Advisory firm LLC | $258.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAKER INVESTMENTS CRD 119135 | Beachwood, OH | Advisory firm LLC | $258.8M | 6 advisors | Percentage of AUM; Performance-based fees | View |