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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 | |||||
|---|---|---|---|---|---|---|---|
| ILS ADVISORY SERVICES, LLC CRD 333054 | Nashville, TN | Advisory firm LLC | $1.58B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THRIVE WEALTH MANAGEMENT, LLC CRD 168777 | Audubon, PA | Advisory firm LLC | $1.58B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VERCAP MANAGEMENT LLC CRD 333354 | Los Angeles, CA | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BRANDYWINE OAK PRIVATE WEALTH LLC CRD 297021 | Kennett Square, PA | Advisory firm LLC | $1.57B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIGHT STREET CAPITAL MANAGEMENT, LLC CRD 155215 | Palo Alto, CA | Corporate platform LLC | $1.57B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CHARTER OAK CAPITAL MANAGEMENT CRD 120870 | Portsmouth, NH | Corporate platform LLC | $1.57B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLECTUS PARTNERS, LLC CRD 173140 | San Francisco, CA | Advisory firm LLC | $1.57B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLAT ROCK GLOBAL CRD 288551 | Jackson, WY | Advisory firm LLC | $1.57B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ASTRA WEALTH MANAGEMENT GROUP CRD 326006 | Plano, TX | Corporate platform LLC | $1.57B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA-V CAPITAL, LLC CRD 161800 | Denver, CO | Advisory firm LLC | $1.57B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LAB QUANTITATIVE STRATEGIES, LLC CRD 312409 | Denver, CO | Advisory firm LLC | $1.57B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PER STIRLING CAPITAL MANAGEMENT, LLC CRD 151671 | Austin, TX | Corporate platform LLC | $1.57B | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVST, LLC CRD 282863 | Indianapolis, IN | Advisory firm LLC | $1.57B | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ABUNDANCE WEALTH COUNSELORS, LLC CRD 111740 | State College, PA | Advisory firm LLC | $1.56B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| GOODFINCH MANAGEMENT, LLC CRD 309789 | San Francisco, CA | Advisory firm LLC | $1.56B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SHERMAN PORTFOLIOS CRD 322728 | Coeur D'Alene, ID | Advisory firm LLC | $1.56B | 3 advisors | Percentage of AUM; MODEL PROVIDER SUBSCRIPTION FEES | View | |
| HERCULES ADVISER LLC CRD 310662 | San Mateo, CA | Advisory firm LLC | $1.56B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL FUND MANAGEMENT, LLC CRD 144434 | Lady Lake, FL | Advisory firm LLC | $1.56B | 83 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIARTISAN CAPITAL ADVISORS LLC CRD 324138 | West Palm Beach, FL | Advisory firm LLC | $1.56B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| REGATTA CAPITAL GROUP, LLC CRD 145363 | El Segundo, CA | Corporate platform LLC | $1.55B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ISC FINANCIAL ADVISORS CRD 157626 | Albert Lea, MN | Advisory firm LLC | $1.55B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| ANNANDALE CAPITAL, LLC CRD 136667 | Dallas, TX | Advisory firm LLC | $1.55B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CCM INVESTMENT ADVISERS, LLC CRD 105743 | Columbia, SC | Advisory firm LLC | $1.55B | 8 advisors | Percentage of AUM | View | |
| TRITONPOINT WEALTH, LLC CRD 328398 | Chevy Chase, MD | Advisory firm LLC | $1.55B | 6 advisors | Percentage of AUM; Fixed fees | View |