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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 | |||||
|---|---|---|---|---|---|---|---|
| HEARTWOOD WEALTH ADVISORS, LLC CRD 300273 | Richmond, VA | Advisory firm LLC | $1.55B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARK CAPITAL ADVISORS LLC CRD 339318 | New York, NY | Advisory firm LLC | $1.55B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDUCIARY WEALTH PARTNERS, LLC CRD 160696 | Newton Lower Falls, MA | Advisory firm LLC | $1.54B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ZENYTH PARTNERS CRD 289192 | New York, NY | Advisory firm LLC | $1.54B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ACTIV8 FAMILY OFFICE LLC CRD 337753 | Mclean, VA | Advisory firm LLC | $1.54B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUTLER INVESTMENT GROUP CRD 128483 | Jacksonville, OR | Corporate platform LLC | $1.54B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GCP CAPITAL PARTNERS LLC CRD 154457 | New York, NY | Advisory firm LLC | $1.54B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YCG, LLC CRD 145769 | Austin, TX | Advisory firm LLC | $1.54B | 4 advisors | Percentage of AUM | View | |
| ALTRAVUE CAPITAL, LLC CRD 283260 | Bellevue, WA | Advisory firm LLC | $1.54B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROBINSON CAPITAL MANAGEMENT, LLC CRD 166182 | Grosse Pointe Farms, MI | Corporate platform LLC | $1.54B | 7 advisors | Percentage of AUM | View | |
| PRMIM CRD 313210 | Mount Laurel, NJ | Advisory firm LLC | $1.54B | 8 advisors | Performance-based fees; % OF NET ASSET VALUE | View | |
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC CRD 144733 | Williamsville, NY | Advisory firm LLC | $1.54B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH GROUP CRD 284430 | Eden Prairie, MN | Corporate platform LLC | $1.54B | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GRATICULE ASIA MACRO ADVISORS LLC CRD 170787 | Singapore | Advisory firm LLC | $1.54B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | Newport Beach, CA | Corporate platform LLC | $1.54B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METEORA CAPITAL, LLC CRD 313378 | Boca Raton, FL | Advisory firm LLC | $1.54B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BENEFIT FINANCIAL SERVICES GROUP CRD 143617 | Irvine, CA | Corporate platform LLC | $1.54B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANCORA RETIREMENT PLAN ADVISORS, LLC CRD 31256 | Cleveland, OH | Advisory firm LLC | $1.53B | 22 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEACREST WEALTH MANAGEMENT, LLC CRD 147092 | Purchase, NY | Advisory firm LLC | $1.53B | 36 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN ADVISORS, LLC CRD 135805 | Stamford, CT | Advisory firm LLC | $1.53B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EQUITABLE INVESTMENT MANAGEMENT, LLC CRD 322513 | New York, NY | Corporate platform LLC | $1.53B | 11 advisors | Percentage of AUM | View | |
| INFINITY CAPITAL ADVISORS, LLC CRD 159852 | Atlanta, GA | Advisory firm LLC | $1.53B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGS PATH PARTNERS LLC CRD 269876 | Sugar Land, TX | Advisory firm LLC | $1.53B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA ASSET MANAGEMENT, LLC CRD 113688 | Memphis, TN | Corporate platform LLC | $1.53B | 6 advisors | Percentage of AUM | View |