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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 | |||||
|---|---|---|---|---|---|---|---|
| ROBOSTRATEGY ADVISORS CRD 337701 | San Juan, PR | Advisory firm LLC | $146.5M | 5 advisors | Percentage of AUM | View | |
| MOELIS CAPITAL PARTNERS LLC CRD 154219 | New York, NY | Advisory firm LLC | $146.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MFG INVESTMENTS, LLC CRD 125122 | Medford, NJ | Advisory firm LLC | $146.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| PARAMOUNT ASSOCIATES WEALTH MANAGEMENT CRD 288537 | Greenwood Village, CO | Advisory firm LLC | $146.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ULTA WEALTH MANAGEMENT, LLC CRD 310879 | Las Vegas, NV | Advisory firm LLC | $146.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| C&S INVESTMENT CRD 294103 | Vaduz, Vaduz | Advisory firm LLC | $146.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE LIFE GROUP FINANCIAL SERVICES CRD 277091 | Dubuque, IA | Corporate platform LLC | $146.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| KRUSE ASSET MANAGEMENT, LLC CRD 143204 | Chicago, IL | Corporate platform LLC | $146.2M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WESTBOUND EQUITY MANAGEMENT, LLC CRD 306955 | Palo Alto, CA | Advisory firm LLC | $146.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JEFFERSON BRIDGE CAPITAL, LLC CRD 325636 | Nashville, TN | Advisory firm LLC | $146.2M | 3 advisors | Percentage of AUM | View | |
| CAMPBELL ASSET MANAGEMENT, LLC CRD 125052 | Chattanooga, TN | Corporate platform LLC | $146.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLENNIAL WEALTH ADVISORS CRD 174201 | IL | Advisory firm LLC | $146.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KMF INVESTMENTS MANAGEMENT, LLC CRD 146210 | — | Advisory firm LLC | $146.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTH COMPASS FINANCIAL ADVISORS, LLC CRD 146626 | Grand Rapids, MN | Advisory firm LLC | $146.0M | 3 advisors | Percentage of AUM; Commissions | View | |
| CORNERSTONE WEALTH PARTNERS, LLC CRD 146602 | Okemos, MI | Advisory firm LLC | $145.9M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SCALEBUILDER, LLC CRD 313276 | New York, NY | Advisory firm LLC | $145.8M | 2 advisors | Performance-based fees | View | |
| BLUEWATER WEALTH ADVISORS, LLC CRD 330078 | Vestavia Hills, AL | Advisory firm LLC | $145.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT HILL WEALTH MANAGEMENT, LLC CRD 296740 | Greenwood Village, CO | Advisory firm LLC | $145.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOMERSET GROUP LLC CRD 160282 | Wayzata, MN | Corporate platform LLC | $145.6M | 2 advisors | Percentage of AUM | View | |
| ASCENDOR WEALTH, LLC CRD 148969 | Wilmington, NC | Advisory firm LLC | $145.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CHAPMAN & CHAPMAN ADVISORS LLC CRD 122655 | Chagrin Falls, OH | Advisory firm LLC | $145.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HUMBLE CAPITAL MANAGEMENT LLC CRD 158115 | Honolulu, HI | Corporate platform LLC | $145.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MFG PRIVATE WEALTH CRD 334574 | Canonsburg, PA | Advisory firm LLC | $145.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPYRNAL FINANCIAL GROUP CRD 299957 | Bokeelia, FL | Corporate platform LLC | $145.5M | 2 advisors | Percentage of AUM; Fixed fees | View |