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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 | |||||
|---|---|---|---|---|---|---|---|
| BXM WEALTH LLC CRD 332544 | Englewood, CO | Advisory firm LLC | $231.3M | 4 advisors | Percentage of AUM | View | |
| VANN EQUITY MANAGEMENT LLC CRD 174239 | Plano, TX | Advisory firm LLC | $231.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACM CRD 285739 | Wayzata, MN | Advisory firm LLC | $231.2M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| TENZING FINANCIAL LLC CRD 335259 | Williamsburg, VA | Advisory firm LLC | $231.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| APIS & HERITAGE CAPITAL PARTNERS, LLC CRD 315195 | Washington, DC | Advisory firm LLC | $231.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DRAPER ASSET MANAGEMENT, LLC CRD 148136 | Smithtown, NY | Corporate platform LLC | $231.0M | 6 advisors | Percentage of AUM | View | |
| ARCH GLOBAL ADVISORS, LLC CRD 297397 | New York, NY | Advisory firm LLC | $230.9M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| UNIMAR CRD 159674 | Miami, FL | Advisory firm LLC | $230.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DISCIPLINED PORTFOLIO SOLUTIONS LLC CRD 160072 | NY | Advisory firm LLC | $230.7M | 1 advisors | Percentage of AUM | View | |
| FOREST ASSET MANAGEMENT LLC CRD 139795 | Riverside, IL | Corporate platform LLC | $230.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 7TWO CRD 328900 | Denver, CO | Advisory firm LLC | $230.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SL CAPITAL CRD 328450 | Scottsdale, AZ | Advisory firm LLC | $230.3M | 4 advisors | Percentage of AUM | View | |
| AUSTERRA WEALTH MANAGEMENT LLC CRD 161964 | Dallas, TX | Advisory firm LLC | $230.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALJEN ASSET MANAGEMENT LLC CRD 128962 | Cedar Knolls, NJ | Corporate platform LLC | $230.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | Palo Alto, CA | Corporate platform LLC | $230.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SCRATCH CAPITAL CRD 318835 | Boise, ID | Advisory firm LLC | $230.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GRANTVEST FINANCIAL GROUP LLC CRD 310272 | Matawan, NJ | Corporate platform LLC | $230.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIMORIS WEALTH ADVISORS, LLC CRD 125567 | North Palm Beach, FL | Advisory firm LLC | $230.0M | 7 advisors | Percentage of AUM | View | |
| GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | Guilford, CT | Advisory firm LLC | $229.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIONSHEAD WEALTH MANAGEMENT, LLC CRD 288526 | New York, NY | Advisory firm LLC | $229.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOWSIDE CAPITAL, LLC CRD 170509 | Charleston, SC | Advisory firm LLC | $229.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WLTH CAPITAL MANAGEMENT, LLC CRD 335594 | Chandler, AZ | Corporate platform LLC | $229.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MONTGOMERY FINANCIAL CRD 170024 | Ocean City, MD | Advisory firm LLC | $229.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TABLEAUX WEALTH CRD 319355 | Great Barrington, MA | Advisory firm LLC | $229.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |