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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 | |||||
|---|---|---|---|---|---|---|---|
| CASTLE WEALTH PLANNING CRD 141601 | Santa Barbara, CA | Advisory firm LLC | $236.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANIER FINANCIAL GROUP LLC CRD 152945 | Athens, GA | Corporate platform LLC | $236.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RULE ONE PARTNERS, LLC CRD 166341 | Moreland, GA | Advisory firm LLC | $236.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SYGNUS CAPITAL PR LLC CRD 283447 | Guaynabo, PR | Advisory firm LLC | $236.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLARES ASSET MANAGEMENT, LLC CRD 144620 | Coral Gables, FL | Corporate platform LLC | $236.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IPSEN ADVISOR GROUP CRD 318010 | Little Rock, AR | Corporate platform LLC | $236.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R2 WEALTH MANAGEMENT PARTNERS CRD 338490 | Lincoln, NE | Advisory firm LLC | $236.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE FINANCIAL COUNSELORS, LLC CRD 288232 | Bedminster, NJ | Advisory firm LLC | $235.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSLAYER CAPITAL MANAGEMENT LLC CRD 318810 | CA | Corporate platform LLC | $235.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CROWN OAK ADVISORS CRD 309749 | CA | Advisory firm LLC | $235.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREO CAPITAL PARTNERS MANAGEMENT LLC CRD 296861 | Miami, FL | Advisory firm LLC | $235.5M | 5 advisors | Fixed fees; Performance-based fees | View | |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, LLC CRD 155416 | WA | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| BIRCH CAPITAL MANAGEMENT, LLC CRD 152302 | MO | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREW CAPITAL MANAGEMENT, LTD. CRD 125402 | Cincinnati, OH | Corporate platform LLC | $235.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SPECTRUM FINANCIAL RESOURCES CRD 127453 | Troy, MI | Advisory firm LLC | $235.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROMETHIUM CRD 329565 | Bethesda, MD | Advisory firm LLC | $235.3M | 4 advisors | Percentage of AUM | View | |
| LIND CAPITAL PARTNERS CRD 165810 | Evanston, IL | Advisory firm LLC | $235.0M | 5 advisors | Percentage of AUM | View | |
| MBF HEALTHCARE MANAGEMENT II, LLC CRD 283576 | Coral Gables, FL | Advisory firm LLC | $235.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON WEALTH ADVISORS CRD 148338 | PA | Advisory firm LLC | $235.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHLAND CAPITAL MANAGEMENT CRD 146452 | Virginia, MN | Corporate platform LLC | $235.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ALTURA WEALTH ADVISORS CRD 337998 | Virginia Beach, VA | Advisory firm LLC | $234.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PARTNERSHIP WEALTH MANAGEMENT CRD 285718 | Towson, MD | Advisory firm LLC | $234.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | Tulsa, OK | Advisory firm LLC | $234.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEVIS INVESTMENT MANAGEMENT, LLC CRD 167750 | Plano, TX | Corporate platform LLC | $234.8M | 1 advisors | Percentage of AUM | View |