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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 | |||||
|---|---|---|---|---|---|---|---|
| THREE PEAKS CAPITAL MANAGEMENT, LLC CRD 127402 | Castle Rock, CO | Corporate platform LLC | $222.9M | 4 advisors | Percentage of AUM | View | |
| PGP ADVISORS, LLC CRD 172611 | Ketchum, ID | Advisory firm LLC | $222.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVINCI FINANCIAL DESIGNS CRD 163362 | Columbia, SC | Advisory firm LLC | $222.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHARPEPOINT, LLC CRD 290719 | Phoenix, AZ | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSSGEN WEALTH LLC CRD 336270 | Greenville, NC | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILESTONES PRIVATE INVESTMENT ADVISORS LLC CRD 289116 | Fairport, NY | Advisory firm LLC | $222.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INNEALTA CAPITAL CRD 292158 | CO | Advisory firm LLC | $222.4M | 4 advisors | Percentage of AUM | View | |
| RWM CAPITAL, LLC CRD 310635 | Sugar Land, TX | Advisory firm LLC | $222.4M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KMT WEALTH MANAGEMENT, LLC CRD 328911 | Hermosa Beach, CA | Advisory firm LLC | $222.4M | 1 advisors | Percentage of AUM | View | |
| KERUSSO CAPITAL MANAGEMENT, LLC CRD 316352 | Winston-Salem, NC | Corporate platform LLC | $222.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAX POND CAPITAL, LLC CRD 324332 | CA | Advisory firm LLC | $222.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COLRAIN CAPITAL LLC CRD 118098 | Boston, MA | Advisory firm LLC | $222.2M | 3 advisors | Percentage of AUM | View | |
| MACLEAN CAPITAL ADVISORS, LLC CRD 156978 | Indian Wells, CA | Advisory firm LLC | $222.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RING MOUNTAIN CAPITAL, LLC CRD 288714 | Tiburon, CA | Advisory firm LLC | $222.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | Greenwood, IN | Corporate platform LLC | $222.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SINCERUS ADVISORY CRD 300559 | CA | Advisory firm LLC | $222.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS BORDER WEALTH, LLC CRD 288330 | New York, NY | Advisory firm LLC | $221.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MFG FAMILY OFFICE LLC CRD 324211 | Cdmx, FL | Advisory firm LLC | $221.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIA IV INVESTMENTS, LLC CRD 121992 | Burr Ridge, IL | Advisory firm LLC | $221.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC CRD 117097 | New London, NH | Corporate platform LLC | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIAZO, LLC CRD 324419 | Henderson, NV | Advisory firm LLC | $221.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERGLADES FAMILY OFFICES, LLC CRD 171584 | Naples, FL | Advisory firm LLC | $221.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYNX ADVISORY PARTNERS CRD 326594 | Coral Gables, FL | Advisory firm LLC | $221.4M | 6 advisors | Percentage of AUM | View | |
| HALCYON GLOBAL ADVISORS CRD 170600 | Dallas, TX | Advisory firm LLC | $221.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |