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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 | |||||
|---|---|---|---|---|---|---|---|
| STIFEL CAPITAL MANAGEMENT, LLC CRD 328365 | New York, NY | Corporate platform LLC | $4.20B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHEAST ASSET ADVISORS, LLC CRD 107588 | Thomasville, GA | Advisory firm LLC | $4.20B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUELINK CAPITAL MANAGEMENT, LLC CRD 323910 | Los Angeles, CA | Corporate platform LLC | $4.20B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | Alpharetta, GA | Advisory firm LLC | $4.19B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONACCORD CAPITAL PARTNERS CRD 316716 | New York, NY | Advisory firm LLC | $4.19B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| GARNETT STATION PARTNERS CRD 300033 | New York, NY | Advisory firm LLC | $4.19B | 28 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CROSSINGBRIDGE ADVISORS, LLC CRD 286594 | Pleasantville, NY | Advisory firm LLC | $4.18B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND INCOME STRATEGIES, LLC CRD 173272 | Fort Lauderdale, FL | Advisory firm LLC | $4.18B | 134 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAR MOUNTAIN FUND MANAGEMENT, LLC CRD 164728 | New York, NY | Advisory firm LLC | $4.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BOSTON COMMON ASSET MANAGEMENT, LLC CRD 123558 | Boston, MA | Corporate platform LLC | $4.17B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| TIGER IRON CAPITAL, LLC CRD 283006 | Andover, MA | Advisory firm LLC | $4.17B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ACON EQUITY MANAGEMENT L.L.C. CRD 159517 | Washington, DC | Advisory firm LLC | $4.17B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| THE RETIREMENT PLANNING GROUP, LLC CRD 129625 | Leawood, KS | Corporate platform LLC | $4.16B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| REVELAR CAPITAL LLC CRD 291049 | New York, NY | Advisory firm LLC | $4.16B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WESCOTT FINANCIAL ADVISORY GROUP LLC CRD 105989 | Philadelphia, PA | Corporate platform LLC | $4.16B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APRIO WEALTH MANAGEMENT, LLC CRD 127333 | Atlanta, GA | Advisory firm LLC | $4.15B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELPEAK WEALTH, LLC CRD 165168 | Woodland Hills, CA | Advisory firm LLC | $4.15B | 35 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARRISON STREET PRIVATE WEALTH LLC CRD 143857 | Denver, CO | Advisory firm LLC | $4.14B | 11 advisors | Percentage of AUM | View | |
| FOUNDERS FINANCIAL SECURITIES, LLC CRD 137945 | Towson, MD | Advisory firm LLC | $4.14B | 101 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHPOINT INVESTORS CRD 151807 | Coral Gables, FL | Advisory firm LLC | $4.13B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHWEST ASSET MANAGEMENT CRD 147923 | Mercer Island, WA | Corporate platform LLC | $4.13B | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC CRD 292216 | Boston, MA | Advisory firm LLC | $4.12B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WOLF CAPITAL PARTNERS LLC CRD 162475 | New York, NY | Advisory firm LLC | $4.12B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| GUGGENHEIM INVESTMENTS CRD 129288 | Chicago, IL | Advisory firm LLC | $4.12B | 5 employees | Percentage of AUM | View |