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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 | |||||
|---|---|---|---|---|---|---|---|
| KG CAPITAL MANAGEMENT, LLC CRD 164500 | Saint Francisville, LA | Corporate platform LLC | $199.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GLENWOOD INVESTMENT GROUP, LLC CRD 132950 | Manchester, NH | Corporate platform LLC | $199.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADVISOR.INVESTMENTS CRD 142202 | Baton Rouge, LA | Advisory firm LLC | $199.4M | 3 advisors | Percentage of AUM · Commissions +2 more | View | |
| SCALAR GAUGE MANAGEMENT, LLC CRD 287991 | Dallas, TX | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | Dallas, TX | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM | View | |
| TRANQUILLI FINANCIAL ADVISOR, LLC CRD 298056 | Clinton, NJ | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIQUANT CRD 325236 | OR | Advisory firm LLC | $199.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC CRD 154679 | NY | Corporate platform LLC | $199.3M | 2 advisors | Percentage of AUM | View | |
| SECHREST FINANCIAL SERVICES CRD 128688 | Acton, MA | Advisory firm LLC | $199.2M | 2 advisors | Fixed fees | View | |
| AIO FINANCIAL, LLC CRD 114030 | Tucson, AZ | Advisory firm LLC | $199.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ARCHITECTS, LLC CRD 116027 | Woodstock, GA | Advisory firm LLC | $199.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWA ADVISORS CRD 150120 | Boca Raton, FL | Advisory firm LLC | $199.1M | 1 advisors | Percentage of AUM | View | |
| CATOCTIN RIDGE WEALTH PARTNER CRD 333113 | Thurmont, MD | Advisory firm LLC | $199.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE BEDMINSTER GROUP CRD 118794 | Bluffton, SC | Corporate platform LLC | $199.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ERICKSON FINANCIAL GROUP, LLC CRD 299818 | Allentown, PA | Corporate platform LLC | $198.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNCOMMON EQUITY LLC CRD 314936 | Chicago, IL | Advisory firm LLC | $198.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL SQUARED FINANCIAL LLC CRD 326861 | Rockville, MD | Advisory firm LLC | $198.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTERCAPITAL CRD 324314 | Austin, TX | Advisory firm LLC | $198.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INVISOR CRD 174890 | Seneca, KS | Advisory firm LLC | $198.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESTIGE WEALTHWIDE, LLC CRD 321789 | Lehi, UT | Advisory firm LLC | $198.5M | 3 advisors | Percentage of AUM | View | |
| SCALEWORKS CAPITAL, LLC CRD 306560 | San Antonio, TX | Advisory firm LLC | $198.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FEYNMAN POINT ASSET MANAGEMENT CRD 330536 | New York, NY | Corporate platform LLC | $198.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFIR WEALTH ADVISORS, LLC CRD 285848 | MA | Advisory firm LLC | $198.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLANTIC WEALTH PARTNERS, LLC CRD 289440 | Jupiter, FL | Advisory firm LLC | $198.1M | 4 advisors | Percentage of AUM | View |