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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 | |||||
|---|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC CRD 326523 | Lawrence, KS | Advisory firm LLC | $1.53B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| CAVU CONSUMER PARTNERS, LLC CRD 281535 | New York, NY | Advisory firm LLC | $1.53B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL CREEK PARTNERS CRD 301211 | Austin, TX | Advisory firm LLC | $1.52B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRIUNE FINANCIAL PARTNERS, LLC CRD 152277 | Overland Park, KS | Advisory firm LLC | $1.52B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAMAR SECURITIES, LLC CRD 153991 | Woodland Hills, CA | Advisory firm LLC | $1.52B | 18 advisors | Percentage of AUM; Hourly charges | View | |
| NEXT CENTURY GROWTH INVESTORS LLC CRD 108978 | Plymouth, MN | Advisory firm LLC | $1.52B | 5 advisors | Percentage of AUM | View | |
| ROBINHOOD ASSET MANAGEMENT CRD 323736 | Menlo Park, CA | Corporate platform LLC | $1.52B | 138 advisors | Percentage of AUM; REFERRAL FEE | View | |
| ASCENT WEALTH PARTNERS, LLC CRD 158898 | New Hartford, NY | Advisory firm LLC | $1.52B | 15 advisors | Percentage of AUM | View | |
| GLYNN CAPITAL MANAGEMENT, LLC CRD 111296 | Menlo Park, CA | Corporate platform LLC | $1.52B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY CAPITAL WEALTH PARTNERS, LLC CRD 291960 | Little Rock, AR | Advisory firm LLC | $1.52B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| ANCHOR INVESTMENT MANAGEMENT CRD 135296 | Columbia, SC | Corporate platform LLC | $1.52B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| GOEHRING & ROZENCWAJG ASSOCIATES, LLC CRD 283394 | New York, NY | Advisory firm LLC | $1.51B | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 22C CAPITAL LLC CRD 298094 | Boca Raton, FL | Advisory firm LLC | $1.51B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPUS CAPITAL MANAGEMENT CRD 106528 | Cincinnati, OH | Corporate platform LLC | $1.51B | 3 advisors | Percentage of AUM | View | |
| REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC CRD 294006 | New York, NY | Corporate platform LLC | $1.51B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARIEL ALTERNATIVES, LLC CRD 314178 | Chicago, IL | Advisory firm LLC | $1.51B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FRONTRANGE CAPITAL ADVISERS, LLC CRD 162388 | Denver, CO | Advisory firm LLC | $1.51B | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC CRD 289401 | Beverly Hills, CA | Advisory firm LLC | $1.50B | 52 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLEN CAPITAL GROUP, LLC CRD 135879 | Grand Island, NE | Corporate platform LLC | $1.50B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINTRA WEALTH, LLC CRD 299407 | Williamsport, PA | Advisory firm LLC | $1.50B | 43 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRIVE WEALTH ADVISERS CRD 174728 | Lehi, UT | Advisory firm LLC | $1.50B | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL PLANNING ADVISORS LLC CRD 170266 | Roseville, CA | Advisory firm LLC | $1.50B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLASS VI FAMILY OFFICE, LLC CRD 285035 | Denver, CO | Advisory firm LLC | $1.50B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FORUSALL CRD 167241 | AL | Advisory firm LLC | $1.50B | 6 advisors | Percentage of AUM; Fixed fees | View |