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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 | |||||
|---|---|---|---|---|---|---|---|
| SALEM PARTNERS WEALTH MANAGEMENT, LLC CRD 131359 | Los Angeles, CA | Advisory firm LLC | $1.50B | 3 advisors | Percentage of AUM | View | |
| STONY POINT CAPITAL CRD 283066 | New York, NY | Advisory firm LLC | $1.49B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE INFORMED MOMENTUM COMPANY LLC CRD 144908 | Solana Beach, CA | Advisory firm LLC | $1.49B | 13 advisors | Percentage of AUM | View | |
| MILL CAPITAL MANAGEMENT, LLC CRD 312798 | Concord, NC | Corporate platform LLC | $1.49B | 3 advisors | Percentage of AUM | View | |
| MOUNTAINGATE MANAGEMENT CO., LLC CRD 294899 | Denver, CO | Advisory firm LLC | $1.49B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| VIRTUS CAPITAL ADVISERS, LLC CRD 107346 | Hartford, CT | Advisory firm LLC | $1.49B | 0 total employees | Percentage of AUM | View | |
| ARCHFORD CAPITAL STRATEGIES, LLC CRD 164482 | Swansea, IL | Advisory firm LLC | $1.49B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CCS PARTNERS LLC CRD 329876 | New York, NY | Advisory firm LLC | $1.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FPLF MANAGEMENT LLC CRD 331881 | New York, NY | Advisory firm LLC | $1.49B | 73 advisors | Percentage of AUM; Performance-based fees | View | |
| YUCAIPA MASTER MANAGER, LLC CRD 158216 | Los Angeles, CA | Advisory firm LLC | $1.49B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIED INVESTMENT ADVISORS LLC CRD 159103 | Billings, MT | Advisory firm LLC | $1.49B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | Alameda, CA | Corporate platform LLC | $1.49B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AWM CAPITAL, LLC CRD 287980 | Phoenix, AZ | Advisory firm LLC | $1.49B | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL IMPACT ADVISORS CRD 168313 | Boston, MA | Advisory firm LLC | $1.49B | 4 advisors | Percentage of AUM | View | |
| SUNESIS ADVISORS, LLC CRD 159114 | Overland Park, KS | Advisory firm LLC | $1.48B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPARTAN WEALTH MANAGEMENT CRD 331719 | Bingham Farms, MI | Advisory firm LLC | $1.48B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM FINANCIAL ADVISORS, LLC CRD 317386 | Santa Monica, CA | Advisory firm LLC | $1.48B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORIGAMI CAPITAL PARTNERS, LLC CRD 160054 | Chicago, IL | Advisory firm LLC | $1.48B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVAQUEST CAPITAL MANAGEMENT, L.L.C. CRD 160359 | NC | Corporate platform LLC | $1.48B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| H. BARTON ASSET MANAGEMENT, LLC CRD 161955 | San Francisco, CA | Corporate platform LLC | $1.48B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ACUITAS INVESTMENTS, LLC CRD 155782 | Seattle, WA | Advisory firm LLC | $1.48B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TBH GLOBAL ASSET MANAGEMENT, LLC CRD 145536 | Brentwood, TN | Corporate platform LLC | $1.48B | 22 employees | Percentage of AUM · Hourly charges +1 more | View | |
| NEBRODI PARTNERS, LLC CRD 174280 | Hartford, CT | Advisory firm LLC | $1.48B | 5 advisors | Fixed fees; Performance-based fees | View | |
| KIMELMAN & BAIRD, LLC CRD 2440 | New York, NY | Advisory firm LLC | $1.48B | 6 advisors | Percentage of AUM; Commissions | View |