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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 | |||||
|---|---|---|---|---|---|---|---|
| COLCHESTER INVESTMENT COUNSEL LLC CRD 126805 | Ridgefield, CT | Advisory firm LLC | $128.9M | 2 advisors | Percentage of AUM | View | |
| QUALITY FINANCIAL CONCEPTS CRD 118886 | Maryville, TN | Advisory firm LLC | $128.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLM & CAWLEY FINANCIAL GROUP LLC CRD 150601 | Las Vegas, NV | Corporate platform LLC | $128.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LORD AND RICHARDS CRD 328907 | Highlands Ranch, CO | Advisory firm LLC | $128.8M | 8 advisors | Percentage of AUM | View | |
| PROSPETTIVA FINANCIAL CRD 148760 | San Francisco, CA | Advisory firm LLC | $128.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CATUM ADVISORY GROUP, LLC. CRD 277148 | Wilton, CT | Corporate platform LLC | $128.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVALUE LLC CRD 165499 | Grand Rapids, MI | Advisory firm LLC | $128.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC CRD 112547 | CA | Corporate platform LLC | $128.5M | 2 advisors | Percentage of AUM | View | |
| THE CAPELOTO & HEDRICK CO CRD 312356 | WA | Advisory firm LLC | $128.5M | 2 advisors | Percentage of AUM | View | |
| FOOTHILLS ADVISORS, LLC CRD 298408 | Cave Creek, AZ | Advisory firm LLC | $128.5M | 3 advisors | Percentage of AUM | View | |
| PELICAN INVESTMENT ADVISORS, LLC CRD 313227 | Baton Rouge, LA | Advisory firm LLC | $128.5M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BERKELEY CAPITAL MANAGEMENT, LLC CRD 149229 | Ellsworth, KS | Corporate platform LLC | $128.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KURTIN FINANCIAL ADVISERS, LLC CRD 115418 | TX | Advisory firm LLC | $128.5M | 1 advisors | Percentage of AUM | View | |
| BHK SECURITIES, LLC CRD 139665 | Birmingham, AL | Advisory firm LLC | $128.4M | 3 advisors | Percentage of AUM; Commissions | View | |
| INDFIN LLC CRD 127898 | NJ | Advisory firm LLC | $128.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IG BETTER FUTURE MANAGEMENT, LLC CRD 314033 | Menlo Park, CA | Advisory firm LLC | $128.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RM ADVISER, LLC CRD 283877 | Orlando, FL | Advisory firm LLC | $128.3M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | Salt Lake City, UT | Corporate platform LLC | $128.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIGHT ADVISORS CRD 338693 | Greenwood Village, CO | Advisory firm LLC | $128.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NETWORTH FINANCIAL SERVICES, LLC CRD 126666 | Johns Creek, GA | Advisory firm LLC | $128.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IDX ADVISORS CRD 299658 | Scottsdale, AZ | Advisory firm LLC | $128.1M | 4 advisors | Percentage of AUM | View | |
| GUARDIAN CAPITAL, LLC CRD 156015 | Wexford, PA | Advisory firm LLC | $128.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDS ADVISORY SERVICES CRD 295694 | IA | Advisory firm LLC | $128.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NEXT GENERATION INVESTING, LLC CRD 149017 | Topeka, KS | Advisory firm LLC | $128.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |