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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 | |||||
|---|---|---|---|---|---|---|---|
| SOUNDHAVEN CAPITAL MANAGEMENT CRD 170821 | CA | Corporate platform LLC | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ABBINGTON INVESTMENT GROUP, LLC CRD 174407 | South Portland, ME | Corporate platform LLC | $202.1M | 3 advisors | Percentage of AUM | View | |
| MCCARTHY WEALTH & TAX ADVISORS CRD 135875 | Springboro, OH | Advisory firm LLC | $202.0M | 3 advisors | Percentage of AUM | View | |
| SORTIS FUND MANAGER, LLC CRD 315584 | Portland, OR | Advisory firm LLC | $202.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BAM WEALTH MANAGEMENT LLC CRD 330237 | Lakewood, CO | Advisory firm LLC | $202.0M | 9 advisors | Percentage of AUM | View | |
| BLONG FINANCIAL CRD 164746 | Memphis, TN | Advisory firm LLC | $202.0M | 2 advisors | Percentage of AUM | View | |
| GREAT RIVER FINANCIAL CRD 314172 | Plymouth, MN | Advisory firm LLC | $201.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRIXEY & MEYER CAPITAL LLC CRD 299465 | Cincinnati, OH | Advisory firm LLC | $201.8M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEARVIEW WEALTH ADVISORS, LLC CRD 305737 | Salem, OR | Advisory firm LLC | $201.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DANER WEALTH MANAGEMENT, LLC CRD 317373 | Alpharetta, GA | Advisory firm LLC | $201.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPZONE MANAGEMENT LLC CRD 330135 | Norwalk, CT | Advisory firm LLC | $201.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXELE ADVISORS, LLC CRD 165129 | Webster Groves, MO | Advisory firm LLC | $201.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVEL ONE FUND CRD 316294 | Miami, FL | Advisory firm LLC | $201.5M | 3 advisors | Percentage of AUM | View | |
| SAUL WEALTH ADVISORS, LLC CRD 337371 | Miami, FL | Advisory firm LLC | $201.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARREN EQUITY PARTNERS, LLC CRD 158494 | Charlottesville, VA | Advisory firm LLC | $201.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PARADIGM WEALTH ADVISORY LLC CRD 283120 | Bridgewater, NJ | Advisory firm LLC | $201.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUTHENTIC VENTURES INVESTMENT MANAGER, LLC CRD 304938 | Oakland, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| STRATEGIC ADVISORY SERVICES CRD 287984 | Memphis, TN | Advisory firm LLC | $201.2M | 8 advisors | Percentage of AUM | View | |
| REGENTS PARTNERS, LLC CRD 322915 | AZ | Advisory firm LLC | $201.2M | 1 advisors | Percentage of AUM | View | |
| WAVERLEY WEALTH MANAGEMENT LLC CRD 156023 | Mountain View, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| UPPER LEFT WEALTH MANAGEMENT, LLC CRD 288762 | CA | Advisory firm LLC | $201.1M | 2 advisors | Percentage of AUM | View | |
| MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC CRD 284788 | New York, NY | Corporate platform LLC | $201.0M | 7 advisors | Percentage of AUM; ORIGINATION FEE AND/OR TERMINATION FEES | View | |
| STERLING MANOR FINANCIAL, LLC CRD 284218 | Saratoga Springs, NY | Advisory firm LLC | $201.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY PORTFOLIO GUIDE, LLC CRD 153188 | Seal Beach, CA | Advisory firm LLC | $201.0M | 2 advisors | Percentage of AUM; Hourly charges | View |