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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 | |||||
|---|---|---|---|---|---|---|---|
| TAURUM RETIREMENT PARTNERS, LLC CRD 282017 | Mesa, AZ | Advisory firm LLC | $155.9M | 2 advisors | Percentage of AUM; REFERRAL/SOLICITOR FEES | View | |
| GERVAIS CAPITAL MANAGEMENT, LLC CRD 299347 | Wilson, WY | Corporate platform LLC | $155.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIFY FINANCIAL ADVISORS CRD 324120 | Clearwater, FL | Advisory firm LLC | $155.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NATURAL BRIDGES FINANCIAL ADVISORS CRD 148056 | Santa Cruz, CA | Advisory firm LLC | $155.8M | 3 advisors | Fixed fees | View | |
| PHOENIX CAPITAL REALTY ADVISORS, LLC CRD 161129 | Addison, TX | Advisory firm LLC | $155.8M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIVE OAK WEALTH ADVISORY GROUP, LLC CRD 154962 | Houston, TX | Corporate platform LLC | $155.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC CRD 339528 | Stamford, CT | Advisory firm LLC | $155.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAM INVESTOR SOLUTIONS CRD 286078 | Austin, TX | Advisory firm LLC | $155.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANNERSTONE CAPITAL CRD 147447 | Wayzata, MN | Advisory firm LLC | $155.3M | 3 advisors | Percentage of AUM | View | |
| GRP RETIREMENT PLANNING CRD 333183 | Farmingdale, ME | Advisory firm LLC | $155.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHL GROUP, LLC CRD 330716 | Holly, MI | Corporate platform LLC | $155.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRIA CAPITAL GROUP, LLC CRD 175258 | Wesley Chapel, FL | Corporate platform LLC | $155.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLWETHER INVESTMENT GROUP, LLC CRD 148114 | Hixson, TN | Corporate platform LLC | $155.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHWOOD INVESTMENT ADVISORS, LLC CRD 153550 | Cincinnati, OH | Advisory firm LLC | $155.1M | 1 advisors | Percentage of AUM | View | |
| ELM RIDGE MANAGEMENT, LLC CRD 154508 | Briarcliff Manor, NY | Advisory firm LLC | $155.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WALK-ON CAPITAL, LLC CRD 331407 | Los Angeles, CA | Advisory firm LLC | $155.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| IVY EVERGREEN, LLC CRD 324430 | Charleston, SC | Advisory firm LLC | $155.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE ASSET MANAGEMENT, LLC CRD 323344 | Belton, MO | Corporate platform LLC | $155.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARTHEDGE CAPITAL MANAGEMENT, LLC CRD 151181 | — | Corporate platform LLC | $155.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADVIEW WEALTH MANAGEMENT, LLC CRD 174429 | CA | Advisory firm LLC | $154.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VEGA CAPITAL GROUP LLC CRD 129494 | CA | Corporate platform LLC | $154.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CREEK DRIVE MANAGEMENT GROUP LLC CRD 332075 | CA | Corporate platform LLC | $154.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VITRAL ADVISORS LLC CRD 294631 | NY | Advisory firm LLC | $154.8M | 2 advisors | Percentage of AUM | View | |
| RBG WEALTH ADVISORS LLC CRD 319486 | Memphis, TN | Advisory firm LLC | $154.8M | 4 advisors | Percentage of AUM | View |