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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 | |||||
|---|---|---|---|---|---|---|---|
| FILLMORE CAPITAL PARTNERS, LLC CRD 139256 | Powell, OH | Advisory firm LLC | $247.1M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AGP FRANKLIN, LLC CRD 331699 | Franklin, TN | Advisory firm LLC | $247.1M | 3 advisors | Percentage of AUM | View | |
| BAUM CAPITAL PARTNERS MANAGEMENT, LLC CRD 288225 | Kansas City, MO | Advisory firm LLC | $247.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHERN EDGE WEALTH MANAGEMENT CRD 338102 | Marquette, MI | Advisory firm LLC | $246.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUDAIMONIA ASSET MANAGEMENT, LLC CRD 299379 | Winchester, TN | Corporate platform LLC | $246.9M | 2 advisors | BASIS POINT PLATFORM FEE | View | |
| TENET WEALTH PARTNERS, LLC CRD 339818 | Champaign, IL | Advisory firm LLC | $246.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIGHTHOUSE WEALTH MANAGEMENT, LLC CRD 307529 | Camp Hill, PA | Advisory firm LLC | $246.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VALUE INVESTMENT PROFESSIONALS, LLC CRD 164704 | New York, NY | Advisory firm LLC | $246.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JULEX CAPITAL MANAGEMENT CRD 166053 | Natick, MA | Corporate platform LLC | $246.7M | 3 advisors | Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS | View | |
| STRIVE FINANCIAL GROUP, LLC CRD 333298 | Carmel, IN | Corporate platform LLC | $246.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRONGHOLD RESOURCE PARTNERS CRD 289466 | Dallas, TX | Advisory firm LLC | $246.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| 17 CAPITAL PARTNERS, LLC CRD 283013 | Phoenix, AZ | Advisory firm LLC | $246.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MCKINNEY CAPITAL MANAGEMENT CRD 338774 | Houston, TX | Corporate platform LLC | $246.1M | 2 advisors | Percentage of AUM | View | |
| NEFPG CRD 105254 | Burlington, MA | Advisory firm LLC | $246.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | Orem, UT | Advisory firm LLC | $246.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASEMPA WEALTH ADVISORS CRD 328609 | Baton Rouge, LA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| DES MOINES INVESTMENTS, LLC CRD 146322 | Des Moines, IA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNING SERVICES CRD 289847 | Knoxville, TN | Advisory firm LLC | $246.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA PACIFIC PRIVATE WEALTH, LLC CRD 131738 | Pleasanton, CA | Advisory firm LLC | $245.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLC INVESTMENT ADVISORS, LLC CRD 158414 | NV | Advisory firm LLC | $245.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGHT INVESTMENT COUNSEL CRD 172511 | El Segundo, CA | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM | View | |
| TORO WEST CAPITAL ADVISORS CRD 331265 | Louisville, CO | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBAL WEALTH MANAGEMENT, LLC CRD 153677 | Kingston, NJ | Advisory firm LLC | $245.7M | 3 advisors | Percentage of AUM | View | |
| ALTERNATIVE FUND ADVISORS, LLC CRD 313109 | Boston, MA | Advisory firm LLC | $245.6M | 4 advisors | Percentage of AUM | View |