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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 | |||||
|---|---|---|---|---|---|---|---|
| BREACH INLET CAPITAL MANAGEMENT, LLC CRD 282056 | Mt. Pleasant, SC | Corporate platform LLC | $227.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MRP CAPITAL INVESTMENTS, LLC CRD 167256 | Alpharetta, GA | Advisory firm LLC | $227.6M | 3 advisors | Percentage of AUM | View | |
| PODELL FINANCIAL GROUP LLC CRD 325383 | Fairfield, NJ | Corporate platform LLC | $227.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WEALTHGARDEN F.S. LLC CRD 311927 | El Segundo, CA | Advisory firm LLC | $227.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDRO WEALTH MANAGEMENT LLC CRD 332113 | Fairfield, NJ | Advisory firm LLC | $227.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREFUL LLC CRD 313126 | MI | Advisory firm LLC | $227.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APPROACH RETIREMENT ADVISORS, LLC CRD 166221 | Birmingham, AL | Advisory firm LLC | $227.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS CRD 152930 | Jacksonville, OR | Advisory firm LLC | $227.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEYNOTE FINANCIAL SERVICES, LLC CRD 130384 | Vernon, CT | Advisory firm LLC | $227.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ECHO45 ADVISORS LLC CRD 307265 | Walnut Creek, CA | Advisory firm LLC | $227.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL CS GROUP, LLC CRD 304523 | Irvine, CA | Corporate platform LLC | $227.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILPIN WEALTH MANAGEMENT LLC CRD 311336 | Golden, CO | Advisory firm LLC | $227.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A3 CAPITAL ADVISORS CRD 338956 | Houston, TX | Advisory firm LLC | $227.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUMAINE INVESTMENTS LLC CRD 306481 | New Orleans, LA | Advisory firm LLC | $227.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT WEALTH SOLUTIONS LLC CRD 317253 | Marshfield, WI | Advisory firm LLC | $227.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PREMIER ESTATE PLANNERS, LLC CRD 122638 | Clinton Township, MI | Advisory firm LLC | $226.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAPLES WEALTH PLANNING CRD 330316 | Bonita Springs, FL | Advisory firm LLC | $226.9M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WORLDLY PARTNERS MANAGEMENT, LLC CRD 309792 | Needham, MA | Advisory firm LLC | $226.8M | 4 advisors | Fixed fees; Performance-based fees | View | |
| MINDORO CAPITAL PARTNERS LLC CRD 328488 | MA | Advisory firm LLC | $226.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | La Grande, OR | Advisory firm LLC | $226.4M | 2 advisors | Percentage of AUM | View | |
| BQS FINANCIAL ADVISORS, LLC CRD 333795 | New York, NY | Advisory firm LLC | $226.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGN PRIVATE CAPITAL CRD 304506 | Sarasota, FL | Advisory firm LLC | $226.2M | 5 advisors | Fixed fees; Performance-based fees | View | |
| ELEVATION ADVISORY PARTNERS LLC CRD 312170 | Orlando, FL | Advisory firm LLC | $226.0M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALPEY FINANCIAL SERVICES LLC CRD 154154 | Concord, NH | Advisory firm LLC | $226.0M | 1 advisors | Percentage of AUM; Hourly charges | View |