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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 | |||||
|---|---|---|---|---|---|---|---|
| BLEDSOE ASSET MANAGEMENT, LLC CRD 145943 | Phoenix, AZ | Corporate platform LLC | $189.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| KRS CAPITAL MANAGEMENT, LLC CRD 142928 | Bloomfield Hills, MI | Corporate platform LLC | $188.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PORTOLA CREEK CAPITAL CRD 288119 | Menlo Park, CA | Advisory firm LLC | $188.9M | 1 advisors | Percentage of AUM | View | |
| UNION SQUARE CAPITAL PARTNERS, LLC CRD 288708 | Kennett Square, PA | Advisory firm LLC | $188.7M | 1 advisors | Percentage of AUM | View | |
| MCCULLEY FINANCIAL GROUP, LLC CRD 154891 | Westchester, IL | Corporate platform LLC | $188.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IVY LEAGUE FINANCIAL ADVISORS LLC CRD 119145 | Rockville, MD | Advisory firm LLC | $188.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | Coos Bay, OR | Advisory firm LLC | $188.5M | 3 advisors | Percentage of AUM | View | |
| AMICORP WEALTH SERVICES CRD 319247 | Miami, FL | Advisory firm LLC | $188.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WRIGHT WEALTH LLC CRD 321215 | Atlanta, GA | Advisory firm LLC | $188.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAILHEAD PLANNERS, LLC CRD 284610 | Edina, MN | Advisory firm LLC | $188.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRISTLECONE VALUE PARTNERS, LLC CRD 128117 | Los Angeles, CA | Advisory firm LLC | $188.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VINE CAPITAL MANAGEMENT, LLC CRD 269894 | AZ | Corporate platform LLC | $188.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLARION CRD 284588 | Mountain Brook, AL | Advisory firm LLC | $188.3M | 3 advisors | Percentage of AUM | View | |
| TIMBER POINT CAPITAL MANAGEMENT CRD 307366 | White Plains, NY | Corporate platform LLC | $188.3M | 3 advisors | Percentage of AUM | View | |
| MÉTIER CAPITAL, LLC CRD 329009 | LA | Advisory firm LLC | $188.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS STATE FINANCIAL GROUP LLC CRD 282011 | Albuquerque, NM | Corporate platform LLC | $188.3M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC CRD 328496 | Cincinnati, OH | Advisory firm LLC | $188.2M | 3 advisors | Percentage of AUM | View | |
| ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | Marina Del Rey, CA | Corporate platform LLC | $188.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| KFG, LLC CRD 337331 | Rapid City, SD | Advisory firm LLC | $188.1M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HERITAGE FINANCIAL ADVISORS, LLC CRD 154955 | Waterville, OH | Advisory firm LLC | $188.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINSYM PARTNERS, LLC CRD 153712 | WA | Advisory firm LLC | $188.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PACTOLUS CRD 155195 | Vienna, VA | Advisory firm LLC | $187.8M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SADDLEROCK CAPITAL MANAGEMENT LLC CRD 330801 | New York, NY | Corporate platform LLC | $187.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LANX MANAGEMENT, LLC CRD 138305 | White Plains, NY | Advisory firm LLC | $187.7M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View |