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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 | |||||
|---|---|---|---|---|---|---|---|
| THE INVESTMENT HOUSE LLC CRD 163493 | Redondo Beach, CA | Advisory firm LLC | $2.20B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC CRD 151088 | Olympia, WA | Advisory firm LLC | $2.20B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC CRD 174433 | Boston, MA | Advisory firm LLC | $2.20B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEPENDENCE ASSET ADVISORS, LLC CRD 152963 | Wynnewood, PA | Advisory firm LLC | $2.19B | 5 advisors | Percentage of AUM | View | |
| LUPA RIA INVESTMENT MANAGEMENT LLC CRD 314819 | New York, NY | Corporate platform LLC | $2.19B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXIM CAPITAL GROUP, LLC CRD 288321 | New York, NY | Corporate platform LLC | $2.19B | 4 advisors | Percentage of AUM · Performance-based fees +4 more | View | |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC CRD 311364 | Omaha, NE | Corporate platform LLC | $2.19B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR HAVEN CAPITAL MANAGEMENT, LLC CRD 149165 | New York, NY | Corporate platform LLC | $2.18B | 6 advisors | Percentage of AUM · Performance-based fees +4 more | View | |
| HITE HEDGE ASSET MANAGEMENT LLC CRD 160173 | Braintree, MA | Corporate platform LLC | $2.18B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| EURO PACIFIC ASSET MANAGEMENT, LLC CRD 152922 | Dorado, PR | Corporate platform LLC | $2.18B | 5 advisors | Percentage of AUM | View | |
| PACIFIC LAKE PARTNERS, L.L.C. CRD 160377 | Boston, MA | Advisory firm LLC | $2.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| MERCER INVESTMENT SOLUTIONS LLC CRD 155919 | New York, NY | Advisory firm LLC | $2.17B | 21 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| SAMSARA BIOCAPITAL, LLC CRD 288114 | CA | Advisory firm LLC | $2.17B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PENSION CONSULTANTS LLC CRD 133442 | Needham, MA | Advisory firm LLC | $2.17B | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ZUCKERMAN INVESTMENT GROUP CRD 137785 | Chicago, IL | Corporate platform LLC | $2.17B | 6 advisors | Percentage of AUM | View | |
| ANFIELD CAPITAL MANAGEMENT, LLC CRD 165211 | Irvine, CA | Corporate platform LLC | $2.16B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OCTAVIA WEALTH ADVISORS LLC CRD 306909 | Cincinnati, OH | Advisory firm LLC | $2.15B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTFORD FUNDS CRD 130373 | Wayne, PA | Advisory firm LLC | $2.15B | 34 advisors | Percentage of AUM | View | |
| OMNI BRIDGEWAY MANAGEMENT (USA) LLC CRD 298001 | New York, NY | Advisory firm LLC | $2.15B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| EVOLVE PRIVATE WEALTH, LLC CRD 333932 | Los Angeles, CA | Advisory firm LLC | $2.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ROOT FINANCIAL PARTNERS CRD 290289 | Austin, TX | Advisory firm LLC | $2.15B | 59 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE ADVISORY CRD 170043 | Redmond, WA | Advisory firm LLC | $2.14B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ETHOS FINANCIAL GROUP, LLC CRD 321748 | King Of Prussia, PA | Corporate platform LLC | $2.14B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TIVERTON ADVISORS, LLC CRD 305331 | Raleigh, NC | Advisory firm LLC | $2.14B | 34 advisors | Percentage of AUM · Performance-based fees +1 more | View |