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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 | |||||
|---|---|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC CRD 39163 | King Of Prussia, PA | Advisory firm LLC | $3.18B | 40 advisors | Percentage of AUM; Fixed fees | View | |
| LCP INSTITUTIONAL, LLC CRD 325133 | Atlanta, GA | Advisory firm LLC | $3.18B | 4 advisors | Percentage of AUM; FINANCIAL PLANNING | View | |
| EHLERS CRD 146385 | Minneapolis, MN | Advisory firm LLC | $3.17B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VMG PARTNERS II, LLC CRD 157720 | San Francisco, CA | Advisory firm LLC | $3.17B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| CSENGE ADVISORY GROUP, LLC CRD 131167 | Clearwater, FL | Corporate platform LLC | $3.17B | 67 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILTON CAPITAL MANAGEMENT, LLC CRD 116357 | Garden City, NY | Corporate platform LLC | $3.16B | 6 advisors | Percentage of AUM | View | |
| MIDLAND WEALTH MANAGEMENT CRD 324997 | Effingham, IL | Advisory firm LLC | $3.16B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENNENBAUM CAPITAL PARTNERS, LLC CRD 113203 | Santa Monica, CA | Advisory firm LLC | $3.16B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH SQUARE INVESTMENTS, LLC CRD 294355 | Chicago, IL | Advisory firm LLC | $3.15B | 27 employees | Percentage of AUM | View | |
| AVESI PARTNERS LLC CRD 314570 | Stamford, CT | Advisory firm LLC | $3.15B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTHELION CAPITAL PARTNERS LLC CRD 328009 | New York, NY | Advisory firm LLC | $3.15B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BOW RIVER CAPITAL CRD 156765 | Denver, CO | Advisory firm LLC | $3.15B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CYNDEO WEALTH PARTNERS CRD 307781 | St.. Petersburg, FL | Advisory firm LLC | $3.15B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKY MOUNTAIN ADVISERS, LLC CRD 148479 | Salina, KS | Advisory firm LLC | $3.15B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTANDER SECURITIES CRD 41791 | Boston, MA | Advisory firm LLC | $3.14B | 108 advisors | Percentage of AUM | View | |
| STRATEGIC INCOME MANAGEMENT, LLC CRD 151956 | Seattle, WA | Advisory firm LLC | $3.14B | 3 advisors | Percentage of AUM | View | |
| GREENBACKER CAPITAL MANAGEMENT LLC CRD 277101 | Portland, ME | Corporate platform LLC | $3.14B | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| FAIRCOURT PARTNERS, LLC CRD 295508 | Lake Bluff, IL | Advisory firm LLC | $3.12B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DISRUPTIVE TECHNOLOGY ADVISERS LLC CRD 164828 | Dallas, TX | Advisory firm LLC | $3.12B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIVE ELMS CAPITAL CRD 163548 | Kansas City, MO | Advisory firm LLC | $3.12B | 58 advisors | Percentage of AUM; Performance-based fees | View | |
| CONVERSANT CAPITAL LLC CRD 308201 | Summit, NJ | Advisory firm LLC | $3.12B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NANTAHALA CAPITAL MANAGEMENT, LLC CRD 158081 | New Canaan, CT | Corporate platform LLC | $3.11B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SOURCEROCK GROUP LLC CRD 307575 | Denver, CO | Corporate platform LLC | $3.11B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EARNED WEALTH ADVISORS, LLC CRD 108052 | Walnut Creek, CA | Advisory firm LLC | $3.11B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View |