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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 | |||||
|---|---|---|---|---|---|---|---|
| UYANA PARTNERS LLC CRD 300280 | Miami, FL | Advisory firm LLC | $115.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STRATFI CRD 164744 | Wilmington, DE | Advisory firm LLC | $115.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GRITSTONE ASSET MANAGEMENT LLC CRD 298500 | Bethesda, MD | Corporate platform LLC | $114.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHULZ FINANCIAL GROUP CRD 339660 | Tucson, AZ | Corporate platform LLC | $114.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPSTONE WEALTH PARTNERS CRD 152524 | Dublin, OH | Advisory firm LLC | $114.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | Bluffton, SC | Advisory firm LLC | $114.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FUTURA ASSET ADVISORS LLC CRD 136285 | Coral Gables, FL | Advisory firm LLC | $114.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREEN OCEAN GLOBAL ADVISORS LLC CRD 321145 | San Francisco, CA | Advisory firm LLC | $114.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE COPIA GROUP CRD 327954 | Chicago, IL | Corporate platform LLC | $114.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| POPE ASSET MANAGEMENT, LLC CRD 113584 | Memphis, TN | Corporate platform LLC | $114.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHBAR PARTNERS CRD 166244 | Menlo Park, CA | Advisory firm LLC | $114.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE HILL ADVISORS LLC CRD 325412 | Westport, CT | Advisory firm LLC | $114.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OAR FINANCIAL CRD 158989 | Bryn Mawr, PA | Advisory firm LLC | $114.5M | 4 advisors | Percentage of AUM | View | |
| REGAL BAY INVESTMENT GROUP, LLC CRD 121829 | Milwaukee, WI | Corporate platform LLC | $114.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 1102 PARTNERS, LLC CRD 313536 | CA | Advisory firm LLC | $114.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABRI LLC CRD 314832 | Lexington, KY | Advisory firm LLC | $114.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | Cincinnati, OH | Corporate platform LLC | $114.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RIOBLANCO CAPITAL LLC CRD 325702 | San Juan, PR | Advisory firm LLC | $114.3M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DEETER ADVISORY GROUP, LLC CRD 153818 | Terrace Park, OH | Corporate platform LLC | $114.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERA CAPITAL MANAGEMENT, LLC CRD 120896 | Annapolis, MD | Corporate platform LLC | $114.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODSTEIN WEALTH MANAGEMENT LLC CRD 282910 | Encino, CA | Advisory firm LLC | $114.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RYAN POAGE & CO. CRD 157432 | Kansas City, MO | Advisory firm LLC | $114.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CATAMOUNT STRATEGIC ADVISORS, LLC CRD 150823 | Nashville, TN | Advisory firm LLC | $114.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ENGAGE WEALTH GROUP, LLC CRD 307915 | Northfield, IL | Corporate platform LLC | $114.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |