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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 | |||||
|---|---|---|---|---|---|---|---|
| WRIGHT COVE CAPITAL CRD 307252 | Portland, ME | Advisory firm LLC | $120.7M | 2 advisors | Percentage of AUM | View | |
| FUTURE BRIGHT CRD 177521 | — | Advisory firm LLC | $120.6M | 3 advisors | Percentage of AUM | View | |
| COLLEEN WEBER CPA, LLC CRD 133181 | Chanhassen, MN | Advisory firm LLC | $120.6M | 2 advisors | Fixed fees | View | |
| APOGEE INVESTMENT MANAGEMENT CRD 173687 | NY | Corporate platform LLC | $120.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEDER FIDUCIARY CAPITAL LLC CRD 285490 | Bellaire, TX | Advisory firm LLC | $120.6M | 1 advisors | Percentage of AUM | View | |
| QUANTUM LEAP CAPITAL, LLC CRD 165310 | South Burlington, VT | Advisory firm LLC | $120.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY CRD 277030 | — | Corporate platform LLC | $120.5M | 1 advisors | Percentage of AUM | View | |
| IRONHORSE CAPITAL LLC CRD 148572 | Nashville, TN | Advisory firm LLC | $120.5M | 2 advisors | Percentage of AUM | View | |
| HANOVER STRATEGIC MANAGEMENT, LLC CRD 139908 | Wellesley, MA | Advisory firm LLC | $120.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FULLERTON ADVISORS, LLC CRD 148880 | Danville, CA | Advisory firm LLC | $120.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DACHTLER WEALTH ADVISORS, LLC CRD 335863 | Folsom, CA | Advisory firm LLC | $120.4M | 4 advisors | Percentage of AUM | View | |
| GOLDBERG FINANCIAL ADVISORS, LLC CRD 158147 | El Segundo, CA | Advisory firm LLC | $120.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTERN RESERVE CAPITAL MANAGEMENT, LLC CRD 329811 | Hudson, OH | Corporate platform LLC | $120.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBER CAPITAL MANAGEMENT LLC CRD 109624 | CA | Corporate platform LLC | $120.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVIVIENDA ADVISORS CRD 319755 | Miami, FL | Advisory firm LLC | $120.2M | 5 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH ADVISORS, LLC CRD 145791 | Johns Creek, GA | Advisory firm LLC | $120.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILE WEALTH MANAGEMENT CRD 288519 | Irvine, CA | Advisory firm LLC | $120.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH MANAGEMENT LLC CRD 226722 | Akron, OH | Advisory firm LLC | $120.1M | 3 advisors | Percentage of AUM | View | |
| MARATHON PARTNERS EQUITY MANAGEMENT, LLC CRD 161095 | New York, NY | Advisory firm LLC | $120.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPORT ASIA LLC CRD 118682 | San Francisco, CA | Advisory firm LLC | $120.1M | 5 advisors | Percentage of AUM | View | |
| GFN CAPITAL MANAGEMENT CRD 139403 | Richardson, TX | Corporate platform LLC | $120.1M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GLASGOW PARTNERS, LLC CRD 139607 | TX | Advisory firm LLC | $120.0M | 1 advisors | Fixed fees; Commissions | View | |
| K2 WEALTH MANAGEMENT LLC CRD 332264 | Chicago, IL | Advisory firm LLC | $120.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SENECA CAPITAL MANAGEMENT, LLC CRD 288206 | Denver, CO | Corporate platform LLC | $120.0M | 1 advisors | Percentage of AUM; Performance-based fees | View |