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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 | |||||
|---|---|---|---|---|---|---|---|
| A.G.P / ALLIANCE GLOBAL PARTNERS CRD 8361 | Westport, CT | Advisory firm LLC | $2.30B | 140 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSW INVESTMENTS CRD 302023 | Summit, NJ | Advisory firm LLC | $2.30B | 6 advisors | Percentage of AUM | View | |
| SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | Bountiful, UT | Advisory firm LLC | $2.29B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VERUS CAPITAL PARTNERS, LLC CRD 151568 | Scottsdale, AZ | Advisory firm LLC | $2.29B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KA CREDIT ADVISORS, LLC CRD 306753 | Houston, TX | Advisory firm LLC | $2.29B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDELIS CAPITAL CRD 322287 | Tampa, FL | Advisory firm LLC | $2.28B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| SELLWOOD INVESTMENT PARTNERS LLC CRD 164696 | Portland, OR | Advisory firm LLC | $2.28B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAMMA INVESTING LLC CRD 312573 | CA | Advisory firm LLC | $2.28B | 7 advisors | Percentage of AUM | View | |
| VANBARTON GROUP LLC CRD 119128 | New York, NY | Corporate platform LLC | $2.28B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MONECO ADVISORS CRD 171922 | Fairfield, CT | Advisory firm LLC | $2.28B | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC CRD 300927 | Savannah, GA | Corporate platform LLC | $2.28B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GATEWAY WEALTH PARTNERS, LLC CRD 322789 | Appleton, WI | Advisory firm LLC | $2.28B | 83 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAPHAGEN FINANCIAL GROUP CRD 107764 | Oradell, NJ | Corporate platform LLC | $2.28B | 16 advisors | Percentage of AUM; Hourly charges | View | |
| ARROYO ENERGY INVESTMENT PARTNERS LLC CRD 173735 | Spring, TX | Advisory firm LLC | $2.28B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEBRIDGE FINANCIAL GROUP, LLC CRD 327529 | Wormleysburg, PA | Corporate platform LLC | $2.28B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VESTOR CAPITAL, LLC CRD 165855 | Chicago, IL | Advisory firm LLC | $2.28B | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BEAIRD HARRIS CRD 107238 | Dallas, TX | Advisory firm LLC | $2.27B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| COLISEUM CAPITAL MANAGEMENT, LLC CRD 158120 | Rowayton, CT | Corporate platform LLC | $2.27B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCESS HOLDINGS MANAGEMENT COMPANY LLC CRD 297197 | Baltimore, MD | Corporate platform LLC | $2.27B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRAMER ROSENTHAL MCGLYNN LLC CRD 107911 | Stamford, CT | Advisory firm LLC | $2.27B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WIL, LLC CRD 170737 | Palo Alto, CA | Advisory firm LLC | $2.27B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CALIFORNIA FINANCIAL ADVISORS CRD 110152 | San Ramon, CA | Advisory firm LLC | $2.26B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD INVESTMENT ADVISERS, LLC CRD 338769 | Leola, PA | Advisory firm LLC | $2.26B | 12 advisors | Percentage of AUM | View | |
| RUBICON FOUNDERS, LLC CRD 315631 | Nashville, TN | Advisory firm LLC | $2.26B | 35 advisors | Percentage of AUM; Performance-based fees | View |