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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 | |||||
|---|---|---|---|---|---|---|---|
| LAKE AVENUE FINANCIAL LLC CRD 315746 | Pasadena, CA | Advisory firm LLC | $154.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVAGE PARTNERS, LLC CRD 158386 | Reno, NV | Advisory firm LLC | $154.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNX CAPITAL, LLC CRD 306282 | Atlanta, GA | Advisory firm LLC | $154.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC CRD 175471 | New York, NY | Corporate platform LLC | $154.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC CRD 321737 | Roseland, NJ | Advisory firm LLC | $154.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG SHORT ADVISORS, LLC CRD 153632 | Palm Beach Gardens, FL | Advisory firm LLC | $154.2M | 1 advisors | Percentage of AUM | View | |
| QUISH CRD 146212 | Boulder, CO | Advisory firm LLC | $154.2M | 1 advisors | Percentage of AUM | View | |
| NEWBURY CAPITAL MANAGEMENT, LLC CRD 148516 | South Pasadena, CA | Corporate platform LLC | $154.1M | 4 advisors | Percentage of AUM | View | |
| WINCHESTER ASSET MANAGEMENT, LLC CRD 322300 | Chicago, IL | Corporate platform LLC | $154.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TIER ONE WEALTH MANAGEMENT CRD 322893 | Lone Tree, CO | Advisory firm LLC | $154.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BLUEBIRD WEALTH MANAGEMENT LLC CRD 293420 | Medfield, MA | Advisory firm LLC | $154.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCT ENTERTAINMENT ADVISORS LLC CRD 328135 | West Hollywood, CA | Advisory firm LLC | $154.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORREST FINANCIAL SERVICES CRD 117546 | Windsor Heights, IA | Advisory firm LLC | $154.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGGI INVESTMENT SERVICES, LLC CRD 156856 | Oldmar, FL | Advisory firm LLC | $154.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOLPACIFIC, LLC CRD 315184 | Duluth, MN | Advisory firm LLC | $154.0M | 8 advisors | Performance-based fees | View | |
| ATLAS CRD 324191 | AL | Advisory firm LLC | $153.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UPTOWN CAPITAL ADVISORS CRD 171401 | Dallas, TX | Advisory firm LLC | $153.8M | 2 advisors | Percentage of AUM | View | |
| SHINING ROCK ADVISORS LLC CRD 311295 | Asheville, NC | Advisory firm LLC | $153.8M | 2 advisors | Percentage of AUM | View | |
| WATERROCK WEALTH MANAGEMENT CRD 296462 | Albuquerque, NM | Advisory firm LLC | $153.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAILS EDGE WEALTH ADVISERS, LLC CRD 299466 | IL | Advisory firm LLC | $153.7M | 1 advisors | Percentage of AUM | View | |
| MAIDEN COVE CAPITAL CRD 312478 | Yarmouth, ME | Advisory firm LLC | $153.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORTHINGTON WEALTH MANAGEMENT CRD 312951 | Worthington, OH | Advisory firm LLC | $153.7M | 3 advisors | Percentage of AUM | View | |
| PLATT INVESTMENT COUNSEL, LLC CRD 118737 | CA | Advisory firm LLC | $153.6M | 1 advisors | Percentage of AUM | View | |
| ALPHA DOG ADVISORS, RUFF CRD 152001 | Cranston, RI | Advisory firm LLC | $153.6M | 2 advisors | Percentage of AUM; COMPENSATION FROM THE SALE OF INSURANCE ASSETS | View |