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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 | |||||
|---|---|---|---|---|---|---|---|
| CYPRESS CAPITAL CRD 335347 | Tallahassee, FL | Advisory firm LLC | $143.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREST CAPITAL CRD 325514 | Concord, NC | Advisory firm LLC | $143.2M | 1 advisors | Percentage of AUM | View | |
| RIVERTREE WEALTH CRD 329595 | Little Rock, AR | Advisory firm LLC | $143.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE CLIENT GROUP ASSET MANAGEMENT CRD 148208 | Gladstone, NJ | Corporate platform LLC | $143.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERUS WEALTH MANAGEMENT CRD 323130 | De Pere, WI | Advisory firm LLC | $143.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLANK EQUITY MANAGEMENT LLC CRD 153570 | Port Washington, NY | Advisory firm LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GERSTEMEIER FINANCIAL GROUP,LLC CRD 127052 | CA | Corporate platform LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BYRNE & COMPANY WEALTH MANAGEMENT, LLC CRD 160581 | Olympia, WA | Advisory firm LLC | $142.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FEATHERINGILL CAPITAL, LLC CRD 299523 | Birmingham, AL | Advisory firm LLC | $142.9M | 5 advisors | Fixed fees; Performance-based fees | View | |
| STONE WEALTH PARTNERS LLC CRD 308429 | Lafayette, LA | Advisory firm LLC | $142.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APPLIED FUNDAMENTAL RESEARCH, LLC CRD 167645 | Cambridge, MA | Advisory firm LLC | $142.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LANE FAMILY WEALTH MANAGEMENT CRD 337964 | North Liberty, IA | Advisory firm LLC | $142.7M | 2 advisors | Percentage of AUM | View | |
| ULTRA ADVISORY GROUP CRD 338775 | Irvine, CA | Corporate platform LLC | $142.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KOPION ASSET MANAGEMENT, LLC CRD 152693 | Mckinney, TX | Corporate platform LLC | $142.6M | 2 advisors | Percentage of AUM | View | |
| PERSONALIZED FINANCIAL SOLUTIONS LLC CRD 306475 | Clearwater, FL | Advisory firm LLC | $142.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VCP FINANCIAL LLC CRD 167901 | Staten Island, NY | Advisory firm LLC | $142.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| STEPHEN J. GARRY & ASSOCIATES, LLC CRD 295068 | Garden City, NY | Advisory firm LLC | $142.6M | 3 advisors | Percentage of AUM | View | |
| VISTA CIMA WEALTH MANAGEMENT LLC CRD 304672 | AZ | Advisory firm LLC | $142.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLETON PARTNERS, LLC CRD 140873 | NY | Advisory firm LLC | $142.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPPHIRE STAR CAPITAL LLC CRD 226665 | Redmond, WA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CROWN MANAGEMENT ADVISORS, LLC CRD 326369 | Atlanta, GA | Advisory firm LLC | $142.2M | 4 advisors | Percentage of AUM | View | |
| J. L. PERKINS WEALTH MANAGEMENT, LLC CRD 174308 | Macon, GA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM | View | |
| LTG CAPITAL LLC CRD 128216 | Framingham, MA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM | View | |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | Edina, MN | Advisory firm LLC | $142.1M | 2 advisors | Percentage of AUM; Hourly charges | View |