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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 | |||||
|---|---|---|---|---|---|---|---|
| GLOBAL VENTURE MANAGEMENT LLC CRD 324517 | San Juan, PR | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEVEN HILLS CAPITAL ADVISORS CRD 175280 | Cincinnati, OH | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGO WEALTH MANAGEMENT, LLC CRD 146265 | AL | Advisory firm LLC | $129.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PEARL WEALTH LLC CRD 296811 | — | Advisory firm LLC | $129.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOPHIS INVESTMENTS LLC CRD 170391 | New York, NY | Advisory firm LLC | $129.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFE HARBOR FIDUCIARY, LLC CRD 169659 | Pensacola, FL | Advisory firm LLC | $129.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CATALYST INVESTMENT MANAGEMENT LLC CRD 298122 | ME | Corporate platform LLC | $129.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MACLENDON WEALTH MANAGEMENT, LLC CRD 157819 | Delray Beach, FL | Advisory firm LLC | $129.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTELLANO & ASSOCIATES CRD 117369 | Shreveport, LA | Advisory firm LLC | $129.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURNHAM & COMPANY LLC CRD 319339 | Grand Rapids, MI | Advisory firm LLC | $129.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EQUILIBRIUM WEALTH LLC CRD 311940 | CA | Advisory firm LLC | $129.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTRINSIC INVESTORS LLC CRD 111968 | Wauwatosa, WI | Advisory firm LLC | $129.4M | 3 advisors | Percentage of AUM | View | |
| SKG CAPITAL ADVISORS, LLC CRD 286554 | Albuquerque, NM | Advisory firm LLC | $129.4M | 2 advisors | Percentage of AUM | View | |
| ANTONETTI CAPITAL MANAGEMENT, LLC CRD 156551 | Naples, FL | Corporate platform LLC | $129.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SABER CAPITAL MANAGEMENT LLC CRD 166103 | Fuquay Varina, NC | Corporate platform LLC | $129.3M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| ATTLEBORO WEALTH MANAGEMENT LLC CRD 318056 | Yardley, PA | Advisory firm LLC | $129.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MARCUS CAPITAL, LLC CRD 130516 | Northfield, IL | Advisory firm LLC | $129.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RSC ASSET MANAGEMENT GROUP, LLC CRD 312211 | Studio City, CA | Corporate platform LLC | $129.2M | 5 advisors | Percentage of AUM | View | |
| PATINA WEALTH CRD 283813 | — | Advisory firm LLC | $129.2M | 2 advisors | Percentage of AUM | View | |
| MARIVA GLOBAL ASSET MANAGEMENT, LLC CRD 285674 | Miami, FL | Corporate platform LLC | $129.0M | 2 advisors | Percentage of AUM | View | |
| INFINITY ADVISORY GROUP CRD 324723 | Portage, MI | Corporate platform LLC | $128.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| 21 WEST WEALTH MANAGEMENT LLC CRD 304532 | Tustin, CA | Advisory firm LLC | $128.9M | 2 advisors | Percentage of AUM | View | |
| WOLFGANG CAPITAL CRD 283525 | Temecula, CA | Advisory firm LLC | $128.9M | 3 advisors | Percentage of AUM | View | |
| GORDON ASSET MANAGEMENT LLC CRD 137136 | West Palm Beach, FL | Corporate platform LLC | $128.9M | 2 advisors | Percentage of AUM; Performance-based fees | View |