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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 | |||||
|---|---|---|---|---|---|---|---|
| SUSTAINVEST ASSET MANAGEMENT, LLC CRD 166685 | Linwood, NJ | Corporate platform LLC | $137.4M | 1 advisors | Percentage of AUM | View | |
| VISION INVESTMENT ADVISORS, LLC CRD 109621 | Stamford, CT | Advisory firm LLC | $137.4M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SQN VENTURE PARTNERS, LLC CRD 301483 | Charleston, SC | Advisory firm LLC | $137.3M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SILVERHAWK CAPITAL PARTNERS, LLC CRD 161678 | Overland Park, KS | Advisory firm LLC | $137.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIDGELINE RESEARCH LLC CRD 300807 | CA | Advisory firm LLC | $137.0M | 1 advisors | Percentage of AUM | View | |
| FOREFRONT ASSET MANAGEMENT, LLC CRD 281118 | Virginia Beach, VA | Corporate platform LLC | $136.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIRECTIONAL ASSET MANAGEMENT, LLC CRD 152859 | Arlington Heights, IL | Corporate platform LLC | $136.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENSION WEALTH PARTNERS, LLC CRD 146451 | Pleasant Hill, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM | View | |
| PVA FINANCIAL, LLC CRD 312523 | — | Advisory firm LLC | $136.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOKE WEALTH MANAGEMENT, LLC CRD 127309 | Irvine, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | Madison, WI | Advisory firm LLC | $136.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RIVER CRESCENT ADVISORS, LLC CRD 334629 | Suffolk, VA | Advisory firm LLC | $136.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHAMPION ADVISORS LLC CRD 149920 | TX | Advisory firm LLC | $136.8M | 2 advisors | Percentage of AUM | View | |
| SPRINGBOARD ASSET MANAGEMENT LLC CRD 154862 | Cheshire, CT | Corporate platform LLC | $136.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK WALNUT WEALTH MANAGEMENT CRD 337606 | Traverse City, MI | Advisory firm LLC | $136.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RAND CAPITAL MANAGEMENT CRD 304504 | Buffalo, NY | Corporate platform LLC | $136.7M | 6 advisors | Percentage of AUM; PERFORMANCE, TRANSACTION CLOSING, MONITORING | View | |
| BEYOND INVESTING LLC CRD 304093 | — | Advisory firm LLC | $136.7M | 2 advisors | Percentage of AUM | View | |
| RE-ENVISION WEALTH CRD 299357 | New York, NY | Advisory firm LLC | $136.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BARN CAPITAL LLC CRD 338745 | — | Advisory firm LLC | $136.6M | 1 advisors | Performance-based fees | View | |
| VANWEELDEN WEALTH MANAGEMENT, LLC CRD 290308 | West Chester Township, OH | Advisory firm LLC | $136.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDERSON FINANCIAL GROUP LLC CRD 333013 | Virginia Beach, VA | Corporate platform LLC | $136.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIDGELIGHT CAPITAL LLC CRD 154920 | Scottsdale, AZ | Advisory firm LLC | $136.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GALILEO INVESTMENT MANAGEMENT CRD 169201 | New York, NY | Corporate platform LLC | $136.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ICW HOLDINGS, LLC CRD 319296 | NY | Corporate platform LLC | $136.2M | 5 advisors | Percentage of AUM · Subscription fees +2 more | View |