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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 | |||||
|---|---|---|---|---|---|---|---|
| PARE PARTNERS LLC CRD 309242 | Miami, FL | Advisory firm LLC | $66.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIREWALL CAPITAL MANAGEMENT CRD 142084 | Enumclaw, WA | Advisory firm LLC | $66.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFLECTION ADVISORS CRD 288602 | — | Advisory firm LLC | $66.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DWP INVESTMENT MANAGEMENT, LLC CRD 156684 | — | Advisory firm LLC | $66.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARGIN CRD 290094 | Denver, CO | Advisory firm LLC | $66.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATCHSTONE WEALTH MANAGEMENT LLC CRD 172835 | CA | Advisory firm LLC | $66.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNECT FINANCIAL ADVISORS CRD 321212 | — | Advisory firm LLC | $66.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTUM STRATEGIES WEALTH ADVISORY CRD 226572 | Glen Mills, PA | Advisory firm LLC | $66.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRWAY CAPITAL ADVISORS CRD 314892 | — | Advisory firm LLC | $66.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PERSONAL FINANCIAL EXPERIENCES, LLC CRD 158950 | — | Advisory firm LLC | $66.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULL BEAR INVESTMENT MANAGEMENT LLC CRD 174038 | Reston, VA | Advisory firm LLC | $66.6M | 2 advisors | Percentage of AUM | View | |
| TACKETT WEALTH MANAGEMENT, LLC CRD 149056 | Cary, NC | Advisory firm LLC | $66.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO WEALTH MANAGEMENT, LTD. CRD 136803 | — | Advisory firm LLC | $66.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALINEA ADVISORY SERVICES LLC CRD 311782 | New York, NY | Advisory firm LLC | $66.6M | 1 advisors | Subscription fees | View | |
| I3 INVESTMENT PARTNERS, LLC CRD 307104 | Carson City, NV | Advisory firm LLC | $66.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVENT CAPITAL LLC CRD 165348 | Roseville, CA | Advisory firm LLC | $66.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKCLIFF CAPITAL, LLC CRD 168708 | Pittsburgh, PA | Advisory firm LLC | $66.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRACK YARD ADVISORS, LLC CRD 173536 | Chevy Chase, MD | Advisory firm LLC | $66.5M | 1 advisors | Percentage of AUM | View | |
| KEYSTONE INVESTMENT ADVISORS, LLC CRD 150622 | Wexford, PA | Advisory firm LLC | $66.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARION CALL CAPITAL CRD 333446 | New York, NY | Advisory firm LLC | $66.5M | 1 advisors | Percentage of AUM | View | |
| FORESTVIEW FINANCIAL PARTNERS, LLC CRD 286633 | — | Advisory firm LLC | $66.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 4D FINANCIAL ADVISORS, LLC CRD 162473 | Glen Ellyn, IL | Advisory firm LLC | $66.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ROMAN RETIREMENT PLANNING, LLC CRD 306871 | Mashpee, MA | Advisory firm LLC | $66.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRESIDIO ADVISORS, LLC CRD 328699 | — | Advisory firm LLC | $66.3M | 1 advisors | Fixed fees | View |