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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 | |||||
|---|---|---|---|---|---|---|---|
| EXCELLERE PARTNERS CRD 142904 | Denver, CO | Advisory firm LLC | $2.26B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORNERSTONE ADVISORY CRD 142359 | Hunt Valley, MD | Advisory firm LLC | $2.25B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWELVE POINTS WEALTH MANAGEMENT CRD 171107 | Concord, MA | Advisory firm LLC | $2.24B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TROLUCE CAPITAL ADVISORS LLC CRD 313120 | Dorado, PR | Advisory firm LLC | $2.24B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PASSAIC PARTNERS LLC CRD 313290 | Newark, NJ | Advisory firm LLC | $2.24B | 3 advisors | Percentage of AUM | View | |
| MASON CAPITAL MANAGEMENT LLC CRD 158797 | New York, NY | Corporate platform LLC | $2.24B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ABSOLUTE INVESTMENT ADVISERS, LLC CRD 132436 | Rosemary Beach, FL | Advisory firm LLC | $2.23B | 7 advisors | Percentage of AUM | View | |
| RETHINK CAPITAL PARTNERS, LLC CRD 171118 | White Plains, NY | Advisory firm LLC | $2.23B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EIV CAPITAL, LLC CRD 169111 | Houston, TX | Advisory firm LLC | $2.23B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| CHURCHILL PCIF ADVISOR LLC CRD 329140 | New York, NY | Advisory firm LLC | $2.23B | 79 advisors | Percentage of AUM; Performance-based fees | View | |
| KOSS-OLINGER CONSULTING, LLC. CRD 111855 | Gainesville, FL | Advisory firm LLC | $2.23B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| LBMC INVESTMENT ADVISORS, LLC CRD 108943 | Brentwood, TN | Advisory firm LLC | $2.23B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HUMAN INVESTING CRD 133017 | Lake Oswego, OR | Advisory firm LLC | $2.22B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOSTER DYKEMA CABOT & PARTNERS, LLC CRD 300282 | Waltham, MA | Advisory firm LLC | $2.22B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ARISTOTLE ATLANTIC PARTNERS, LLC CRD 285721 | Sarasota, FL | Advisory firm LLC | $2.22B | 7 employees | Percentage of AUM | View | |
| RIVERFRONT INVESTMENT GROUP, LLC CRD 146221 | Richmond, VA | Corporate platform LLC | $2.22B | 12 advisors | Percentage of AUM | View | |
| DETALUS ADVISORS, LLC CRD 117958 | St.. Louis, MO | Advisory firm LLC | $2.22B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| TPG FINANCIAL ADVISORS, LLC CRD 141153 | Portland, OR | Advisory firm LLC | $2.22B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN STATE WEALTH MANAGEMENT, LLC CRD 167995 | Powell, WY | Advisory firm LLC | $2.22B | 45 advisors | Percentage of AUM; FINANCIAL PLANNING FEE | View | |
| SMITH GROUP ASSET MANAGEMENT, LLC CRD 313265 | Dallas, TX | Corporate platform LLC | $2.21B | 12 advisors | Percentage of AUM | View | |
| GRANDFIELD & DODD, LLC CRD 110971 | New York, NY | Advisory firm LLC | $2.21B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHAQUEST LLC CRD 285141 | New York, NY | Advisory firm LLC | $2.21B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| KOSMOS MANAGEMENT LLC CRD 164712 | Seattle, WA | Advisory firm LLC | $2.21B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FS STRUCTURED PRODUCTS ADVISOR, LLC CRD 301285 | Philadelphia, PA | Advisory firm LLC | $2.20B | 30 advisors | Percentage of AUM; Performance-based fees | View |