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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 | |||||
|---|---|---|---|---|---|---|---|
| DIVERGENT CAPITAL ASSET MANAGEMENT LLC CRD 324549 | Doral, FL | Advisory firm LLC | $50.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND VIEW FINANCIAL ADVISORS CRD 154732 | Walpole, MA | Advisory firm LLC | $50.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWHEAD INVESTMENT ADVISORS, LLC CRD 167964 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| D.A. FLOWERS & COMPANY, LLC CRD 149154 | Berkeley, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARBER & ASSOCIATES CRD 154678 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| ALBAN INVESTMENT MANAGEMENT, LLC CRD 121151 | — | Advisory firm LLC | $50.0M | 0 total employees | Percentage of AUM | View | |
| AVONDALE CONQUEST, LLC CRD 122821 | Sausalito, CA | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DV CAPITAL MANAGEMENT, LLC CRD 147013 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| GRATUS WEALTH STRATEGIES LLC CRD 330842 | Austin, TX | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| NORTHPOINT FINANCIAL PLANNING LLC CRD 146980 | Delaware, OH | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OM PACIFIC CAPITAL LLC CRD 269970 | — | Advisory firm LLC | $50.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE68 GLOBAL CAPITAL, LLC CRD 284585 | New York, NY | Advisory firm LLC | $50.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| OPEN SPACE CAPITAL LLC CRD 333078 | — | Advisory firm LLC | $50.0M | 1 advisors | Performance-based fees | View | |
| PREMIERE WEALTH ADVISORS, LLC CRD 294893 | Tucson, AZ | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM | View | |
| PRIME CAPITAL EQUITIES LLC CRD 157411 | — | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM | View | |
| RIGBY WATTS INVESTMENT ADVISORS CRD 302078 | Salt Lake City, UT | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOCCATA CAPITAL CRD 168265 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TWIN PEAKS WEALTH MANAGEMENT LLC CRD 165044 | Cottonwood Heights, UT | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVER WEALTH MANAGEMENT CRD 332364 | — | Advisory firm LLC | $50.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| CONTINUUM FINANCIAL, LLC CRD 151881 | — | Advisory firm LLC | $49.9M | 1 advisors | Percentage of AUM | View | |
| GREENBRIDGE INVESTMENT MANAGEMENT, LLC CRD 283473 | Lake Oswego, OR | Advisory firm LLC | $49.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMARTER BEAR FINANCIAL ADVISORY CRD 325148 | — | Advisory firm LLC | $49.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GORDON FINANCIAL CRD 174196 | — | Advisory firm LLC | $49.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRONGHOLD CAPITAL PARTNERS LLC CRD 315763 | — | Advisory firm LLC | $49.8M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View |