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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 | |||||
|---|---|---|---|---|---|---|---|
| SUNDOWNER CAPITAL MANAGEMENT LLC CRD 146253 | OR | Advisory firm LLC | $99.7M | 1 advisors | Percentage of AUM | View | |
| UPSPRING CAPITAL LLC CRD 292010 | Dallas, TX | Advisory firm LLC | $99.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEBRIDGE PARTNERS LLC CRD 160018 | White Plains, NY | Advisory firm LLC | $99.4M | 3 advisors | Fixed fees · Performance-based fees +1 more | View | |
| LW CAPITAL MANAGEMENT, LLC CRD 313151 | — | Advisory firm LLC | $99.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| 13D MANAGEMENT LLC CRD 154009 | New York, NY | Advisory firm LLC | $99.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHTHOUSE FINANCIAL, LLC CRD 314671 | — | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERION REALTY ADVISERS, LLC CRD 158507 | Wynnewood, PA | Advisory firm LLC | $99.3M | 9 advisors | Percentage of AUM; PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE | View | |
| WATERFRONT CAPITAL PARTNERS LLC CRD 167801 | New York, NY | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERGEN PARK CAPITAL MANAGEMENT, LLC CRD 315162 | Bigfork, MT | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GASKIN WEALTH MANAGEMENT CRD 143536 | Moraga, CA | Advisory firm LLC | $99.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INNOVATIVE WEALTH MANAGEMENT, LLC CRD 298656 | Jesup, IA | Advisory firm LLC | $99.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CRESCENT WEALTH ADVISORY, LLC CRD 151156 | Atlanta, GA | Advisory firm LLC | $99.0M | 5 advisors | Percentage of AUM | View | |
| MERSEREAU, LAZENBY & ROCKAS, L.L.C. CRD 126139 | Suwanee, GA | Advisory firm LLC | $99.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OLD FORGE WEALTH MANAGEMENT, LLC CRD 323417 | Warwick, RI | Advisory firm LLC | $99.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COVE FINANCIAL PLANNING, LLC CRD 301217 | — | Advisory firm LLC | $99.0M | 1 advisors | Percentage of AUM | View | |
| MY WEALTH PLANNERS CRD 305664 | Longmont, CO | Advisory firm LLC | $99.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GRANITE VALUE CAPITAL, LLC CRD 150169 | Hanover, NH | Advisory firm LLC | $98.9M | 1 advisors | Percentage of AUM | View | |
| ROYAL AMERICAN FINANCIAL ADVISORS, LLC CRD 111192 | Menifee, CA | Advisory firm LLC | $98.9M | 2 advisors | Percentage of AUM; LEGACY FLAT FEE ARRANGEMENTS | View | |
| BARTON ADVISORY SERVICES, L.L.C. CRD 137694 | Lafayette, LA | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM | View | |
| SYNERGY CAPITAL CRD 334117 | Fort Collins, CO | Advisory firm LLC | $98.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BIENVENUE WEALTH LLC CRD 153313 | New Orleans, LA | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROWN WEALTH MANAGEMENT, LLC CRD 119213 | Conyers, GA | Advisory firm LLC | $98.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD SIGMA INVESTMENT ADVISORS LLC CRD 151188 | Wilmington, DE | Advisory firm LLC | $98.8M | 4 advisors | Percentage of AUM | View | |
| LAKE ROAD ADVISORS, LLC CRD 281657 | Corning, NY | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM; Fixed fees | View |