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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 | |||||
|---|---|---|---|---|---|---|---|
| SIDUS INVESTMENT MANAGEMENT, LLC CRD 160406 | New York, NY | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTITUDE WEALTH MANAGEMENT L.L.C. CRD 297013 | San Ramon, CA | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM | View | |
| HERITAGE WEALTH CRD 315288 | Naperville, IL | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOOD CREEK CAPITAL ADVISORS, LLC CRD 309461 | Lynchburg, VA | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AGG ASSET MANAGEMENT, LLC CRD 154846 | Westlake Village, CA | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| BLACKFIELD CAPITAL MANAGEMENT LLC CRD 331774 | Rockville, MD | Advisory firm LLC | $55.0M | 2 advisors | Percentage of AUM | View | |
| DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC CRD 292000 | Birmingham, AL | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIREHORSE STRATEGIC INVESTING, LLC CRD 315040 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| LEYENDA CAPITAL CRD 322574 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAH CAPITAL MANAGEMENT, LLC CRD 148353 | Fremont, CA | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| WATERHILL CAPITAL, LLC CRD 117090 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFE WISE PLANNING GROUP LLC CRD 327236 | Scottsdale, AZ | Advisory firm LLC | $55.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARVESTER WEALTH, LLC CRD 317746 | Dallas, TX | Advisory firm LLC | $54.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERFORMANCE INVESTMENT GROUP CRD 153030 | Houston, TX | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALL-PRO ADVISORS LLC CRD 310064 | — | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KMI WEALTH ADVISORS CRD 313218 | Reno, NV | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN LIGHTS CAPITAL MANAGEMENT LLC CRD 330830 | Beverly, MA | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM; MODEL FEES | View | |
| POPLAR GLOBAL WEALTH MANAGEMENT LLC CRD 165532 | Daly City, CA | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARTWELL & COMPANY CRD 322723 | St. Joseph, MI | Advisory firm LLC | $54.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HONOR WEALTH MANAGEMENT, LLC CRD 336450 | Tomball, TX | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM | View | |
| OCEAN ADVISORS, LLC CRD 133124 | Charlotte, NC | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STINSON CAPITAL MANAGEMENT, LLC CRD 284965 | — | Advisory firm LLC | $54.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURRAY STREET CAPITAL ADVISORS, LLC CRD 300232 | Fort Lauderdale, FL | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LINCOLNBRIDGE FINANCIAL PLANNING, LLC CRD 333779 | Oglesby, IL | Advisory firm LLC | $54.7M | 3 advisors | Percentage of AUM; Fixed fees | View |