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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 | |||||
|---|---|---|---|---|---|---|---|
| WISDOM INDEX ADVISORS CRD 132567 | Prosper, TX | Advisory firm LLC | $221.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OCTAGON ASSET MANAGEMENT, LLC CRD 286248 | Charlotte, NC | Corporate platform LLC | $221.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DWR WEALTH MANAGEMENT, LLC CRD 133743 | San Jose, CA | Advisory firm LLC | $221.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PULLEN INVESTMENT MANAGEMENT CRD 310149 | Bradenton, FL | Corporate platform LLC | $221.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KROON & MITCHELL ASSET MANAGEMENT LLC CRD 168120 | Grand Rapids, MI | Corporate platform LLC | $220.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC CRD 145420 | Baltimore, MD | Corporate platform LLC | $220.9M | 10 advisors | Percentage of AUM | View | |
| MUZINICH BDC ADVISER, LLC CRD 304834 | New York, NY | Advisory firm LLC | $220.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| MCCARTNEY WEALTH MANAGEMENT LLC CRD 154722 | Saint Louis, MO | Advisory firm LLC | $220.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACACIA PARTNERS, LLC CRD 281887 | Austin, TX | Advisory firm LLC | $220.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDAR SPRINGS ADVISORS, LLC CRD 290855 | TX | Advisory firm LLC | $220.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INTRINSIC VALUE PARTNERS, LLC CRD 165214 | Phoenix, AZ | Advisory firm LLC | $220.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GREAT GABLE WEALTH MANAGEMENT, LLC CRD 297501 | Beverly Hills, CA | Advisory firm LLC | $220.5M | 3 advisors | Percentage of AUM | View | |
| RANGELEY CAPITAL, LLC CRD 152725 | New Canaan, CT | Advisory firm LLC | $220.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAVERDINK FINANCIAL MANAGEMENT, LLC CRD 131236 | Portage, MI | Advisory firm LLC | $220.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLVD PRIVATE WEALTH, LLC CRD 310682 | Prospect, KY | Advisory firm LLC | $220.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TERRA NOVA ASSET MANAGEMENT LLC CRD 111676 | New York, NY | Corporate platform LLC | $220.2M | 2 advisors | Percentage of AUM | View | |
| CABIN ADVISORS, LLC CRD 312547 | Overland Park, KS | Advisory firm LLC | $220.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL GROUP CRD 324255 | Appleton, WI | Corporate platform LLC | $220.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REICON WEALTH ADVISORS, LLC CRD 315043 | Atlanta, GA | Advisory firm LLC | $220.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ROBERT PRISKE, LLC CRD 108072 | Honolulu, HI | Advisory firm LLC | $219.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOLYCO CAPITAL LLC CRD 338113 | Rochester, MI | Advisory firm LLC | $219.9M | 2 advisors | Fixed fees | View | |
| ALPHA WEALTH STRATEGIES, LLC CRD 139757 | TX | Advisory firm LLC | $219.9M | 2 advisors | Percentage of AUM | View | |
| EKON ADVISORS, LLC CRD 281039 | St.. Louis, MO | Advisory firm LLC | $219.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RHS FINANCIAL, LLC CRD 149435 | San Francisco, CA | Advisory firm LLC | $219.8M | 2 advisors | Percentage of AUM | View |