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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 | |||||
|---|---|---|---|---|---|---|---|
| TERRA ALPHA INVESTMENTS LLC CRD 288690 | Washington, DC | Advisory firm LLC | $193.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | Chester, NJ | Advisory firm LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYBRIDGE CAPITAL GROUP, LLC CRD 284867 | Livermore, CA | Corporate platform LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACON INVESTMENTS MANAGEMENT, LLC CRD 162033 | Washington, DC | Advisory firm LLC | $192.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FULCRUM WEALTH MANAGEMENT CRD 159099 | Plano, TX | Advisory firm LLC | $192.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SETCHFIELD ASSET MANAGEMENT CRD 113289 | Bradenton, FL | Corporate platform LLC | $192.8M | 1 advisors | Percentage of AUM | View | |
| ARCADIA FUNDS CRD 166087 | Burlington, MA | Advisory firm LLC | $192.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FALCON BRIDGE CAPITAL CRD 156661 | Oakland, CA | Advisory firm LLC | $192.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THOMAS LEO ADVISORY, LLC CRD 159271 | Minneapolis, MN | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM | View | |
| DAVIS PRIVATE WEALTH, LLC CRD 285952 | Royal Palm Beach, FL | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOZAYYX MANAGEMENT LLC CRD 334468 | Austin, TX | Advisory firm LLC | $192.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIZZLYROCK CAPITAL, LLC CRD 226650 | Chicago, IL | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TAILWINDS WEALTH, LLC CRD 322924 | Vadnais Heights, MN | Advisory firm LLC | $192.7M | 7 advisors | Percentage of AUM | View | |
| QUANTSTREET CAPITAL CRD 316095 | — | Advisory firm LLC | $192.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DEL-SETTE CAPITAL MANAGEMENT, LLC CRD 159052 | Schenectady, NY | Corporate platform LLC | $192.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CADIA PRIVATE CLIENT LLC CRD 337400 | Parsippany, NJ | Advisory firm LLC | $192.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREENSHIELDS CAPITAL LLC CRD 284814 | El Segundo, CA | Advisory firm LLC | $192.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PARK STATE ASSET MANAGEMENT LLC CRD 336573 | Beverly, MA | Corporate platform LLC | $192.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HAMPTON ROCK WEALTH MANAGEMENT CRD 331682 | Austin, TX | Advisory firm LLC | $192.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| THE ARCHER CONSULTING GROUP, LLC CRD 156062 | Thibodaux, LA | Corporate platform LLC | $192.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VINES CAPITAL MANAGEMENT, LLC CRD 298727 | Monroe, LA | Corporate platform LLC | $192.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BELMONT PRIVATE WEALTH CRD 331436 | NC | Advisory firm LLC | $192.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPURSTONE CRD 284158 | Higganum, CT | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTORS MOSAIC CRD 168619 | NY | Advisory firm LLC | $192.1M | 2 advisors | Percentage of AUM; Fixed fees | View |