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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 | |||||
|---|---|---|---|---|---|---|---|
| EXCOLERE EQUITY PARTNERS, LLC CRD 324822 | Los Angeles, CA | Advisory firm LLC | $212.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MADRID WEALTH MANAGEMENT CRD 333331 | Albuquerque, NM | Advisory firm LLC | $212.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JH ADVISORS CRD 139587 | Salem, OR | Advisory firm LLC | $212.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAVIAS FINANCIAL CRD 289589 | Iselin, NJ | Advisory firm LLC | $212.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCHANAN WEALTH MANAGEMENT CRD 316629 | Reston, VA | Advisory firm LLC | $212.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAC CAPITAL ADVISORS LLC CRD 317559 | GA | Advisory firm LLC | $212.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | Alpine, UT | Advisory firm LLC | $212.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JMC MANAGEMENT, LLC CRD 169235 | Boston, MA | Advisory firm LLC | $211.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ITRUST ASSET MANAGEMENT, LLC CRD 164193 | Lexington, KY | Corporate platform LLC | $211.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | Lake Oswego, OR | Corporate platform LLC | $211.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROSSJOHNSON & ASSOCIATES, LLC CRD 297583 | Plymouth, MN | Advisory firm LLC | $211.6M | 3 advisors | Percentage of AUM; Commissions | View | |
| SILVER LAKE CAPITAL PARTNERS CRD 329997 | Dallas, TX | Advisory firm LLC | $211.5M | 1 advisors | Percentage of AUM | View | |
| KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC CRD 338738 | St.. Charles, IL | Advisory firm LLC | $211.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. CRD 113181 | Metairie, LA | Advisory firm LLC | $211.5M | 6 advisors | Percentage of AUM | View | |
| VIRTUE ASSET MANAGEMENT LLC CRD 283438 | Barrington, IL | Corporate platform LLC | $211.4M | 3 advisors | Percentage of AUM | View | |
| CENTRIC ADVISORS, LLC CRD 282477 | Cypress, TX | Advisory firm LLC | $211.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ROUNDS CRD 110384 | Cincinnati, OH | Advisory firm LLC | $211.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAWAY CAPITAL MANAGEMENT, LLC CRD 285709 | Nashville, TN | Corporate platform LLC | $211.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| APEX INVESTMENT GROUP CRD 333593 | Hudson, MA | Corporate platform LLC | $211.1M | 3 advisors | Percentage of AUM | View | |
| PINNACLE WEALTH MANAGEMENT, LLC CRD 315578 | Roseville, CA | Advisory firm LLC | $211.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAFFER CAPITAL CRD 150106 | Westerville, OH | Advisory firm LLC | $211.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WMK INVESTMENT PARTNERS CRD 309832 | CO | Advisory firm LLC | $211.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| REFINED WEALTH MANAGEMENT CRD 169563 | Salt Lake City, UT | Advisory firm LLC | $210.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND FINANCIAL, LLC CRD 292271 | CA | Advisory firm LLC | $210.8M | 7 advisors | Percentage of AUM; Fixed fees | View |