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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 | |||||
|---|---|---|---|---|---|---|---|
| D/B/A THE DAVIS COMPANIES OR DAVIS CRD 161888 | Boston, MA | Advisory firm LLC | $2.05B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| NATURAL INVESTMENTS CRD 113348 | AZ | Advisory firm LLC | $2.05B | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAWGRASS ASSET MANAGEMENT LLC CRD 108831 | Ponte Vedra Beach, FL | Corporate platform LLC | $2.05B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INSCRIPTION CAPITAL, LLC CRD 291780 | Houston, TX | Advisory firm LLC | $2.05B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOFI WEALTH LLC CRD 167958 | San Francisco, CA | Advisory firm LLC | $2.05B | 15 advisors | Percentage of AUM | View | |
| ADVICEONE ADVISORY SERVICES, LLC CRD 111614 | Glastonbury, CT | Advisory firm LLC | $2.05B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| CRESTA FUND MANAGEMENT LLC CRD 288079 | Dallas, TX | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| DOYENNE WEALTH ADVISORS CRD 315995 | Chicago, IL | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| VOLATILITY SHARES LLC CRD 321955 | Palm Beach Gardens, FL | Advisory firm LLC | $2.04B | 10 advisors | Percentage of AUM | View | |
| MINOT DEBLOIS ADVISORS LLC CRD 140170 | Boston, MA | Advisory firm LLC | $2.04B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MOSAIC WEALTH CRD 317377 | St.. Louis, MO | Advisory firm LLC | $2.04B | 19 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| JLC INFRASTRUCTURE CRD 287638 | New York, NY | Advisory firm LLC | $2.04B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| POINT BREAK CAPITAL MANAGEMENT LLC CRD 164213 | Miami, FL | Corporate platform LLC | $2.04B | 11 advisors | Fixed fees; SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS | View | |
| OPEROSE ADVISORS LLC CRD 287465 | Milwaukee, WI | Advisory firm LLC | $2.04B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| RESMARK EQUITY PARTNERS, LLC CRD 116882 | Los Angeles, CA | Advisory firm LLC | $2.03B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PROVISE MANAGEMENT GROUP, LLC CRD 105375 | Clearwater, FL | Corporate platform LLC | $2.03B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPWEALTH ADVISORS, LLC CRD 148781 | Franklin, TN | Advisory firm LLC | $2.03B | 11 advisors | Percentage of AUM; ADMINISTRATIVE FEES | View | |
| WASHINGTON CROSSING ADVISORS LLC CRD 281511 | Morristown, NJ | Advisory firm LLC | $2.03B | 5 advisors | Percentage of AUM | View | |
| ALTHUM ADVISORS LLC CRD 315952 | Miami, FL | Advisory firm LLC | $2.03B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| KEEBECK WEALTH MANAGEMENT CRD 297496 | Chicago, IL | Advisory firm LLC | $2.03B | 4 advisors | Percentage of AUM | View | |
| HALYARD ASSET MANAGEMENT LLC CRD 154493 | White Plains, NY | Corporate platform LLC | $2.03B | 3 advisors | Percentage of AUM | View | |
| FAIRVIEW CAPITAL CRD 108102 | Greenbrae, CA | Advisory firm LLC | $2.03B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FRONTENAC CRD 156096 | Chicago, IL | Advisory firm LLC | $2.03B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHERRY CREEK FAMILY OFFICES CRD 156310 | Denver, CO | Advisory firm LLC | $2.02B | 6 advisors | Fixed fees | View |