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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 | |||||
|---|---|---|---|---|---|---|---|
| MAREST CAPITAL, LLC CRD 315958 | Encino, CA | Advisory firm LLC | $239.8M | 2 advisors | Percentage of AUM | View | |
| BREWSTER FINANCIAL PLANNING LLC CRD 125291 | Brooklyn, NY | Advisory firm LLC | $239.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | Houston, TX | Advisory firm LLC | $239.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CIRCUMFERENCE GROUP LLC CRD 159012 | Little Rock, AR | Corporate platform LLC | $239.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC CRD 129803 | San Diego, CA | Corporate platform LLC | $239.4M | 5 advisors | Percentage of AUM | View | |
| SALIENT WEALTH PLANNING CRD 327885 | Encinitas, CA | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| E6 PORTFOLIOS CRD 326617 | Midvale, UT | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIAN LOW FINANCIAL GROUP, LLC CRD 306346 | Baton Rouge, LA | Corporate platform LLC | $239.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRIVEN INVESTMENTS LLC CRD 310095 | AL | Advisory firm LLC | $239.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ROLEK RETIREMENT PLANNING CRD 285351 | Berwyn, PA | Advisory firm LLC | $239.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAOS CAPITAL, LLC CRD 159515 | Mount Pleasant, SC | Advisory firm LLC | $239.1M | 3 advisors | Percentage of AUM | View | |
| TRUST INVESTMENT ADVISORS CRD 309233 | Indianapolis, IN | Advisory firm LLC | $238.9M | 3 advisors | Percentage of AUM; SPECIAL PROJECT FEES | View | |
| ORCAM FINANCIAL GROUP, LLC CRD 164874 | CA | Corporate platform LLC | $238.9M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SNOWCAP CAPITAL MANAGEMENT CRD 146883 | Dallas, TX | Corporate platform LLC | $238.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT MANAGEMENT & PLANNING LLC CRD 146041 | Greenville, DE | Corporate platform LLC | $238.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | Puyallup, WA | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSAIC WEALTH MANAGEMENT, L.L.C. CRD 142793 | GA | Advisory firm LLC | $238.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROCK HILL CAPITAL CRD 163129 | Houston, TX | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NINTH ETERNITY ASSET MANAGEMENT LLC CRD 306985 | Cambridge, MA | Corporate platform LLC | $238.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTHAMPTON CAPITAL CRD 119176 | Winston-Salem, NC | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM | View | |
| PROSSIMO ADVISORS LLC CRD 289347 | San Luis Obispo, CA | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH BRUER CRD 284508 | Tallahassee, FL | Advisory firm LLC | $238.5M | 5 advisors | Percentage of AUM | View | |
| GOALFUSION WEALTH MANAGEMENT CRD 309756 | CA | Advisory firm LLC | $238.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACUTE INVESTMENT ADVISORY CRD 170368 | Mesa, AZ | Advisory firm LLC | $238.4M | 4 advisors | Percentage of AUM; REFERRAL FEES | View |