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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 | |||||
|---|---|---|---|---|---|---|---|
| M PREMIER PARTNERS CRD 289044 | Indian Wells, CA | Advisory firm LLC | $251.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARLOV STREET CAPITAL, LLC CRD 288910 | Boca Raton, FL | Advisory firm LLC | $251.0M | 4 advisors | Performance-based fees; ADMINISTRATION FEES, CONTRIBUTION FEES | View | |
| AC INVESTMENT MANAGEMENT LLC CRD 140443 | New York, NY | Corporate platform LLC | $251.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TETON ADVISORS, LLC CRD 105963 | Greenwich, CT | Advisory firm LLC | $250.9M | 1 advisors | Percentage of AUM | View | |
| BLODGETT WEALTH ADVISORS, LLC CRD 316838 | CA | Advisory firm LLC | $250.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STYRE WEALTH CRD 289276 | Fort Worth, TX | Advisory firm LLC | $250.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN FUND MANAGEMENT, LLC CRD 290562 | Albuquerque, NM | Advisory firm LLC | $250.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| STONE CREEK GROUP, LLC CRD 182512 | Englewood, CO | Corporate platform LLC | $250.6M | 1 advisors | Percentage of AUM | View | |
| AMARA FINANCIAL, LLC CRD 308290 | San Francisco, CA | Advisory firm LLC | $250.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RECURRING CAPITAL MANAGEMENT COMPANY, LLC CRD 285114 | Austin, TX | Corporate platform LLC | $250.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LIG CAPITAL MANAGEMENT, LLC CRD 130489 | Oklahoma City, OK | Corporate platform LLC | $250.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISHER & WIENS WEALTH MANAGEMENT, LLC CRD 286079 | Danville, CA | Advisory firm LLC | $250.3M | 1 advisors | Percentage of AUM | View | |
| MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | Northbrook, IL | Advisory firm LLC | $250.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAVEN EQUITY PARTNERS, LLC CRD 304461 | Larkspur, CA | Advisory firm LLC | $250.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY BEYOND WEALTH CRD 290367 | Roswell, GA | Advisory firm LLC | $250.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| EHRLICH FINANCIAL GROUP CRD 325595 | Laguna Niguel, CA | Corporate platform LLC | $250.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BISON CAPITAL ADVISORS, LLC CRD 306471 | Oklahoma City, OK | Advisory firm LLC | $250.0M | 3 advisors | Percentage of AUM | View | |
| FIRSTRUST CRD 111800 | Daytona Beach, FL | Advisory firm LLC | $250.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| RUTHERFORD INVESTMENT MANAGEMENT CRD 167545 | Portland, OR | Corporate platform LLC | $250.0M | 4 advisors | Percentage of AUM | View | |
| DEAN WEALTH PARTNERS, LLC CRD 298237 | Austin, TX | Advisory firm LLC | $249.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXENFREE FINANCIAL CRD 327105 | Melbourne, FL | Advisory firm LLC | $249.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDECREST WEALTH MANAGEMENT, LLC CRD 332422 | Newport Beach, CA | Advisory firm LLC | $249.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC CRD 155306 | AL | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| CALABASAS ADVISORY GROUP, LLC CRD 288224 | Westlake Village, CA | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View |