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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 | |||||
|---|---|---|---|---|---|---|---|
| HIGH RIVER RESOURCES MANAGEMENT LLC CRD 327858 | Dallas, TX | Advisory firm LLC | $232.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| OBERON ASSET MANAGEMENT, LLC CRD 123494 | New York, NY | Corporate platform LLC | $232.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC CRD 142617 | Scottsdale, AZ | Corporate platform LLC | $232.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DIRECT FINANCIAL CARE CRD 310559 | PA | Advisory firm LLC | $232.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDRY FINANCIAL LLC CRD 300122 | Pasadena, CA | Advisory firm LLC | $232.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OT MANAGEMENT, LLC CRD 284192 | Boston, MA | Advisory firm LLC | $232.4M | 3 advisors | Percentage of AUM | View | |
| BINGHAM PRIVATE WEALTH, LLC CRD 330598 | San Francisco, CA | Advisory firm LLC | $232.4M | 3 advisors | Percentage of AUM | View | |
| TRIMARC WEALTH MANAGEMENT LLC CRD 163336 | CA | Advisory firm LLC | $232.3M | 1 advisors | Percentage of AUM | View | |
| MILLENNIUM CAPITAL ADVISORS, LLC CRD 108641 | Little Rock, AR | Advisory firm LLC | $232.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RESHAPE WEALTH CRD 330582 | Boca Raton, FL | Advisory firm LLC | $232.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK IMPACT GROUP, LLC CRD 313748 | Los Angeles, CA | Corporate platform LLC | $232.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC CRD 165763 | Fairfield, NJ | Advisory firm LLC | $232.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SHELTER ROCK MANAGEMENT, LLC CRD 142739 | Jericho, NY | Advisory firm LLC | $232.0M | 4 advisors | Percentage of AUM | View | |
| CROWDSTREET ADVISORS, LLC CRD 299176 | Austin, TX | Advisory firm LLC | $231.9M | 11 employees | Percentage of AUM | View | |
| PIEDMONT CAPITAL MANAGEMENT, LLC CRD 165775 | Whitefish, MT | Corporate platform LLC | $231.8M | 3 advisors | Percentage of AUM | View | |
| LOUDON INVESTMENT MANAGEMENT, LLC CRD 113641 | West Lebanon, NH | Corporate platform LLC | $231.8M | 3 advisors | Percentage of AUM | View | |
| KINGFISH CAPITAL PARTNERS LLC CRD 283489 | Southlake, TX | Advisory firm LLC | $231.8M | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| HEISTEN WRENN PRIVATE WEALTH, LLC CRD 315647 | Anchorage, AK | Advisory firm LLC | $231.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIX FINANCIAL, LLC CRD 171159 | George Town, OK | Advisory firm LLC | $231.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| YARDLEY WEALTH MANAGEMENT LLC CRD 134311 | Yardley, PA | Advisory firm LLC | $231.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROPPEL CAPITAL MANAGEMENT LLC CRD 310237 | Park Ridge, IL | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SVRN ASSET MANAGEMENT, LLC CRD 222518 | Austin, TX | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAURUS CAPITAL ADVISORS, LLC CRD 137633 | Lake Oswego, OR | Advisory firm LLC | $231.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| L&S INVESTMENT ADVISORS, LLC CRD 285002 | Miami, FL | Advisory firm LLC | $231.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View |