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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 | |||||
|---|---|---|---|---|---|---|---|
| GARNETT INVESTMENT STRATEGIES CRD 282370 | Beatrice, NE | Advisory firm LLC | $158.0M | 2 advisors | Percentage of AUM | View | |
| CLARUS GROUP LLC CRD 310156 | New York, NY | Corporate platform LLC | $158.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HALLETT ADVISORS CRD 306187 | Port Angeles, WA | Advisory firm LLC | $157.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SREP CAPITAL MANAGEMENT, LLC CRD 296281 | Greenwich, CT | Corporate platform LLC | $157.9M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VALORAN CAPITAL MANAGEMENT CRD 313634 | Naperville, IL | Corporate platform LLC | $157.8M | 3 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | Northbrook, IL | Corporate platform LLC | $157.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRATEGIC WEALTH MANAGEMENT, LLC CRD 171908 | Bedford, TX | Advisory firm LLC | $157.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAYPOINTS FINANCIAL CRD 157494 | Sebring, FL | Advisory firm LLC | $157.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY CAPITAL ADVISER LLC CRD 326133 | Phoenix, AZ | Advisory firm LLC | $157.6M | 66 advisors | Percentage of AUM; Performance-based fees | View | |
| WISCONSIN WEALTH ADVISORS, LLC CRD 145946 | Sun Prairie, WI | Advisory firm LLC | $157.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTVIEW CAPITAL, LLC CRD 306106 | West Palm Beach, FL | Advisory firm LLC | $157.6M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BISON INVESTMENT ADVISORS, LLC CRD 149775 | The Woodlands, TX | Advisory firm LLC | $157.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COPIA WEALTH MANAGEMENT CRD 281873 | Bend, OR | Advisory firm LLC | $157.5M | 3 advisors | Percentage of AUM | View | |
| GEORGIA WEALTH PARTNERS, LLC CRD 314602 | Griffin, GA | Advisory firm LLC | $157.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORK CAPITAL MANAGEMENT CRD 136154 | Healdsburg, CA | Corporate platform LLC | $157.4M | 1 advisors | Percentage of AUM | View | |
| APPLIED CAPITAL CRD 128996 | CA | Advisory firm LLC | $157.4M | 2 advisors | Percentage of AUM | View | |
| PECK WEALTH MANAGEMENT, LLC CRD 157407 | NY | Advisory firm LLC | $157.4M | 2 advisors | Percentage of AUM | View | |
| MERIDA CAPITAL HOLDINGS LLC CRD 287784 | Rye, NY | Corporate platform LLC | $157.3M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VESTED FINANCIAL PLANNING, LLC CRD 296970 | CA | Advisory firm LLC | $157.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELPHINUS FINANCIAL ADVISORS, LLC CRD 152952 | Mansfield, MA | Advisory firm LLC | $157.1M | 2 advisors | Fixed fees | View | |
| RIVER'S EDGE CRD 313711 | Beaver, PA | Advisory firm LLC | $157.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSPOINT FINANCIAL, LLC CRD 286443 | Tustin, CA | Advisory firm LLC | $157.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC CRD 127506 | Ridgeland, MS | Advisory firm LLC | $157.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINEC ASSET MANAGEMENT CRD 231789 | San Diego, CA | Corporate platform LLC | $157.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View |