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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 | |||||
|---|---|---|---|---|---|---|---|
| HARDWORKING CAPITAL ADVISORS, LLC CRD 226760 | Palm Desert, CA | Advisory firm LLC | $206.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTPATH WEALTH PLANNING, LLC CRD 160563 | Camarillo, CA | Advisory firm LLC | $205.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LC VERO MANAGER CRD 338361 | New York, NY | Advisory firm LLC | $205.6M | 3 advisors | Fixed fees; Performance-based fees | View | |
| SRT GROUP LLC CRD 330219 | West Palm Beach, FL | Corporate platform LLC | $205.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MANHATTAN GLOBAL ASSET MANAGEMENT LLC CRD 334452 | Las Vegas, NV | Corporate platform LLC | $205.5M | 1 advisors | Percentage of AUM | View | |
| THE PUTNEY FINANCIAL GROUP LLC CRD 111639 | San Rafael, CA | Corporate platform LLC | $205.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSBON CAPITAL MANAGEMENT, LLC CRD 134731 | Boston, MA | Corporate platform LLC | $205.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFEBRIDGE LLC CRD 289485 | NC | Advisory firm LLC | $205.3M | 1 advisors | Fixed fees | View | |
| BROWN CAPITAL MANAGEMENT, LLC CRD 174101 | Little Rock, AR | Corporate platform LLC | $205.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | Plano, TX | Corporate platform LLC | $205.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE MARBLE INVESTMENTS CRD 141354 | Santa Barbara, CA | Advisory firm LLC | $205.1M | 3 advisors | Percentage of AUM | View | |
| TRIDENT MANAGEMENT LLC CRD 319632 | New York, NY | Advisory firm LLC | $205.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 021 INVESTMENTS LLC CRD 328334 | Miami, FL | Advisory firm LLC | $205.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | Mclean, VA | Corporate platform LLC | $205.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KIRK CAPITAL ADVISORS LLC CRD 312401 | Vienna, VA | Advisory firm LLC | $204.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHAVENUE LLC CRD 297300 | Columbus, OH | Advisory firm LLC | $204.8M | 3 advisors | Fixed fees | View | |
| THE HERBST GROUP, LLC CRD 309319 | MT | Corporate platform LLC | $204.8M | 4 advisors | Percentage of AUM | View | |
| MITTELMAN WEALTH MANAGEMENT CRD 313042 | MA | Advisory firm LLC | $204.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DONALIES FINANCIAL PLANNING, LLC CRD 164700 | CA | Advisory firm LLC | $204.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENTUM WEALTH PLANNING CRD 331563 | NY | Advisory firm LLC | $204.5M | 2 advisors | Percentage of AUM | View | |
| BROYHILL ASSET MANAGEMENT, LLC CRD 120462 | Charlotte, NC | Corporate platform LLC | $204.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PROSPECT FINANCIAL GROUP LLC CRD 133953 | CA | Corporate platform LLC | $204.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXTANT CAPITAL LLC CRD 337508 | Albany, NY | Advisory firm LLC | $204.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GUIRY CAPITAL MANAGEMENT, LLC CRD 122056 | Palm Beach Gardens, FL | Corporate platform LLC | $204.3M | 2 advisors | Percentage of AUM; Fixed fees | View |