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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 | |||||
|---|---|---|---|---|---|---|---|
| HALL CAPITAL, LLC CRD 153961 | Pasadena, CA | Advisory firm LLC | $180.0M | 2 advisors | Percentage of AUM | View | |
| T2 ASSET MANAGEMENT, LLC CRD 167714 | Naperville, IL | Corporate platform LLC | $180.0M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GOLDEN BAY ADVISORS LLC CRD 166679 | CA | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| C2C WEALTH MANAGEMENT, LLC CRD 284148 | Scottsdale, AZ | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM | View | |
| STIRLINGSHIRE INVESTMENTS CRD 327779 | New York, NY | Advisory firm LLC | $179.8M | 25 advisors | Percentage of AUM | View | |
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL CRD 108856 | Marietta, GA | Advisory firm LLC | $179.8M | 3 advisors | Percentage of AUM | View | |
| GREENWOOD INVESTORS LLC CRD 155088 | New York, NY | Advisory firm LLC | $179.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STIRLING FINANCIAL GROUP CRD 327004 | San Diego, CA | Corporate platform LLC | $179.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIVER CITY WEALTH MANAGEMENT CRD 314312 | Jacksonville, FL | Advisory firm LLC | $179.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RARE WOLF CAPITAL LLC CRD 334465 | Bellevue, WA | Advisory firm LLC | $179.6M | 1 advisors | Percentage of AUM | View | |
| ALLARIA ASSET MANAGEMENT, LLC CRD 287513 | Miami, FL | Corporate platform LLC | $179.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASTRA VENTURES CRD 306263 | MS | Advisory firm LLC | $179.6M | 2 advisors | Percentage of AUM | View | |
| CROSSOVER CAPITAL CRD 326625 | Yardley, PA | Advisory firm LLC | $179.5M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG CRD 156588 | Woodland Hills, CA | Advisory firm LLC | $179.4M | 1 advisors | Percentage of AUM | View | |
| WAYSTONE ADVISORS LLC CRD 328565 | AZ | Advisory firm LLC | $179.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALM WEALTH PARTNERS CRD 323361 | Boca Raton, FL | Advisory firm LLC | $179.3M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TIMMONS WEALTH MANAGEMENT CRD 165914 | Attleboro, MA | Advisory firm LLC | $179.2M | 1 advisors | Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING | View | |
| SPRING LAKE EQUITY GP LLC CRD 167613 | Burlington, MA | Advisory firm LLC | $179.2M | 2 advisors | Performance-based fees | View | |
| JORDANELLE CAPITAL CRD 323676 | Salt Lake City, UT | Advisory firm LLC | $179.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DOLAN CAPITAL ADVISORS, LLC CRD 269886 | Charlotte, NC | Advisory firm LLC | $179.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENCHMARK WEALTH MANAGEMENT CRD 298885 | Cincinnati, OH | Advisory firm LLC | $179.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHTREE WEALTH MANAGEMENT, LLC CRD 304721 | — | Advisory firm LLC | $179.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARVIN ASSET MANAGEMENT, LLC CRD 315701 | Sioux Falls, SD | Corporate platform LLC | $179.0M | 3 advisors | Percentage of AUM | View | |
| MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC CRD 319408 | Skokie, IL | Advisory firm LLC | $178.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |