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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 | |||||
|---|---|---|---|---|---|---|---|
| FIFTH DOWN CAP LLC CRD 312861 | MA | Advisory firm LLC | $1.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CRA FINANCIAL SERVICES, L.L.C. CRD 124004 | Northfield, NJ | Advisory firm LLC | $1.69B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAG CAP CRD 298398 | Ridgeland, MS | Advisory firm LLC | $1.69B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFFINITY ASSET ADVISORS, LLC CRD 312788 | New York, NY | Advisory firm LLC | $1.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNAL ADVISORS WEALTH, LLC CRD 301086 | Detroit, MI | Advisory firm LLC | $1.69B | 37 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS PREFERRED LLC CRD 157980 | Rockville, MD | Advisory firm LLC | $1.69B | 6 advisors | Percentage of AUM | View | |
| PETREDIS INVESTMENT ADVISORS CRD 322371 | Warrendale, PA | Advisory firm LLC | $1.69B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEE FINANCIAL COMPANY, LLC CRD 105910 | Dallas, TX | Advisory firm LLC | $1.68B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARWATER CAPITAL PARTNERS CRD 139886 | Hoffman Estates, IL | Advisory firm LLC | $1.68B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGONNE CAPITAL GROUP, LLC CRD 291254 | Atlanta, GA | Corporate platform LLC | $1.68B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANSOM CAPITAL GROUP CRD 170459 | El Segundo, CA | Corporate platform LLC | $1.68B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| PATTON ALBERTSON MILLER GROUP, LLC CRD 281558 | Chattanooga, TN | Corporate platform LLC | $1.68B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENWAVE KORE, LLC CRD 331016 | Greenwich, CT | Advisory firm LLC | $1.68B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVYZON INVESTMENT MANAGEMENT, LLC CRD 318816 | Lisle, IL | Corporate platform LLC | $1.68B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CPC ADVISORS, LLC CRD 111025 | Atlanta, GA | Advisory firm LLC | $1.68B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADAR1 CAPITAL MANAGEMENT, LLC CRD 299694 | Austin, TX | Corporate platform LLC | $1.68B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TAILWIND ADVISORS CRD 150081 | Fort Worth, TX | Advisory firm LLC | $1.67B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KMG FIDUCIARY PARTNERS, LLC CRD 298331 | Toledo, OH | Advisory firm LLC | $1.67B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PERPETUA CRD 315222 | Cape Town, Western Cape | Advisory firm LLC | $1.67B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC CRD 156869 | Charlottesville, VA | Corporate platform LLC | $1.67B | 6 advisors | Performance-based fees | View | |
| FOUNDERS CIRCLE CAPITAL, LLC CRD 166012 | Campbell, CA | Advisory firm LLC | $1.67B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CONWAY INVESTMENT SOLUTIONS CRD 154659 | Saint Louis, MO | Advisory firm LLC | $1.67B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ENERGIZE CAPITAL LLC CRD 289047 | Chicago, IL | Advisory firm LLC | $1.67B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ISLAND INVESTMENT MANAGEMENT LLC CRD 308097 | New York, NY | Corporate platform LLC | $1.67B | 30 advisors | Percentage of AUM · Fixed fees +2 more | View |