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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 | |||||
|---|---|---|---|---|---|---|---|
| BANTAMAC CAPITAL, LLC CRD 307765 | Chicago, IL | Advisory firm LLC | $224.7M | 3 advisors | Percentage of AUM | View | |
| DRAWBRIDGE CAPITAL CRD 128636 | Tulsa, OK | Advisory firm LLC | $224.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WL ROSS & CO. LLC CRD 141854 | Dallas, TX | Advisory firm LLC | $224.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLIED PRIVATE WEALTH CRD 328952 | Boca Raton, FL | Advisory firm LLC | $224.5M | 3 advisors | Percentage of AUM | View | |
| REB CAPITAL MANAGEMENT, LLC CRD 301890 | Dallas, TX | Corporate platform LLC | $224.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| IADVISE PARTNERS CRD 168564 | New York, NY | Advisory firm LLC | $224.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUN GROUP WEALTH PARTNERS LLC CRD 166372 | Irvine, CA | Corporate platform LLC | $224.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWMARK ASSET MANAGEMENT, LLC CRD 307161 | Denver, CO | Corporate platform LLC | $224.4M | 2 advisors | Percentage of AUM | View | |
| ORCA WEALTH MANAGEMENT, LLC CRD 310053 | New Port Richey, FL | Advisory firm LLC | $224.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIONSTONE INVESTMENTS CRD 160214 | Boston, MA | Advisory firm LLC | $224.4M | 3 employees | Percentage of AUM · Performance-based fees +1 more | View | |
| ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) CRD 321735 | Los Angeles, CA | Corporate platform LLC | $224.4M | 4 advisors | Percentage of AUM | View | |
| MCALVANY WEALTH MANAGEMENT, LLC CRD 146021 | Durango, CO | Advisory firm LLC | $224.2M | 5 advisors | Percentage of AUM | View | |
| BUCKET LIST WEALTH MANAGEMENT, LLC CRD 286494 | The Villages, FL | Advisory firm LLC | $224.2M | 2 advisors | Percentage of AUM | View | |
| MAINSTREAM CAPITAL MANAGEMENT CRD 297145 | Los Angeles, CA | Corporate platform LLC | $224.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREIGHTON CAPITAL MANAGEMENT LLC CRD 307737 | — | Corporate platform LLC | $224.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KOKUA CAPITAL MANAGEMENT CRD 168439 | CA | Corporate platform LLC | $223.9M | 2 advisors | Percentage of AUM | View | |
| JHP WEALTH MANAGEMENT, LLC CRD 298784 | Centennial, CO | Advisory firm LLC | $223.8M | 1 advisors | Percentage of AUM | View | |
| PACIFIC PEAK ADVISORS, LLC CRD 326711 | Ketchum, ID | Advisory firm LLC | $223.7M | 2 advisors | Percentage of AUM | View | |
| GEVERS WEALTH MANAGEMENT CRD 340092 | Issaquah, WA | Advisory firm LLC | $223.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BD INVESTMENT PARTNERS, LLC CRD 309347 | Raleigh, NC | Advisory firm LLC | $223.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON CAPITAL ADVISORY GROUP CRD 333090 | Charlotte, NC | Corporate platform LLC | $223.5M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WINCAP FINANCIAL LLC CRD 315798 | Boston, MA | Advisory firm LLC | $223.1M | 6 advisors | Percentage of AUM | View | |
| SPRING CAPITAL MANAGEMENT CRD 282842 | Amarillo, TX | Corporate platform LLC | $223.0M | 2 advisors | Percentage of AUM | View | |
| ESSENTIAL INVESTMENT PARTNERS, LLC CRD 149509 | Englewood, CO | Advisory firm LLC | $223.0M | 2 advisors | Percentage of AUM | View |