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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL INSTITUTION SERVICES, LLC CRD 145269 | MI | Advisory firm LLC | $258.7M | 2 advisors | Percentage of AUM | View | |
| STEEL TOWER INVESTMENTS CRD 166742 | Pittsburgh, PA | Advisory firm LLC | $258.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUITY WEALTH PARTNERS, LLC CRD 317224 | Independence, MO | Advisory firm LLC | $258.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD FAMILY WEALTH LLC CRD 334013 | Addison, TX | Advisory firm LLC | $258.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GEOSPHERE CAPITAL MANAGEMENT, LLC CRD 160088 | Miami Beach, FL | Corporate platform LLC | $258.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BUSH WEALTH MANAGEMENT CRD 304262 | Valdosta, GA | Advisory firm LLC | $258.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOENIG INVESTMENT ADVISORY, LLC CRD 311422 | Ashland, OR | Advisory firm LLC | $258.2M | 3 advisors | Percentage of AUM | View | |
| BRUCE G. ALLEN INVESTMENTS, LLC CRD 287859 | Denver, CO | Advisory firm LLC | $258.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFITS PLUS CAPITAL MANAGEMENT, LLC CRD 118294 | Nampa, ID | Corporate platform LLC | $258.1M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PLUSCIOS MANAGEMENT LLC CRD 146761 | Evanston, IL | Advisory firm LLC | $258.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MALVERN CAPITAL MANAGEMENT CRD 292396 | Malvern, PA | Corporate platform LLC | $258.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHAEFFER FINANCIAL LLC CRD 133697 | Rockville, MD | Advisory firm LLC | $257.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MA ASSET MANAGEMENT, LLC CRD 283673 | Irvington, NY | Corporate platform LLC | $257.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KURAMO CAPITAL MANAGEMENT, LLC CRD 160614 | New York, NY | Corporate platform LLC | $257.7M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | Davis, CA | Corporate platform LLC | $257.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILKINS MILLER WEALTH MANAGEMENT, LLC CRD 162222 | Mobile, AL | Advisory firm LLC | $257.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IKE CAPITAL, LLC CRD 132473 | NY | Advisory firm LLC | $257.4M | 3 advisors | Percentage of AUM | View | |
| 103 ADVISORY GROUP CRD 314694 | Chicago, IL | Corporate platform LLC | $257.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DOGWOOD WEALTH MANAGEMENT, LLC CRD 317580 | Lenexa, KS | Advisory firm LLC | $257.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CENTER FOR ASSET MANAGEMENT, LLC CRD 147981 | Palm Beach Gardens, FL | Corporate platform LLC | $257.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NEW MILLENNIUM GROUP CRD 299249 | Sandy, UT | Corporate platform LLC | $257.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEXAS FAMILY WEALTH, LLC CRD 327332 | Friendswood, TX | Advisory firm LLC | $257.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INDEPENDENT ACCESS PARTNERS, LLC CRD 305842 | Hunt Valley, MD | Advisory firm LLC | $256.9M | 3 advisors | Percentage of AUM | View | |
| RED SPRUCE CAPITAL, LLC CRD 158720 | Berwyn, PA | Advisory firm LLC | $256.9M | 4 advisors | Percentage of AUM | View |