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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 | |||||
|---|---|---|---|---|---|---|---|
| TA REALTY LLC CRD 108586 | Boston, MA | Advisory firm LLC | $1.48B | 88 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| SARGENT INVESTMENT GROUP CRD 297499 | Bethesda, MD | Corporate platform LLC | $1.48B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| COLUMBIA PACIFIC ADVISORS, LLC CRD 142725 | Seattle, WA | Advisory firm LLC | $1.47B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC CRD 130289 | West Hartford, CT | Corporate platform LLC | $1.47B | 18 advisors | Performance-based fees; PERCENTAGE OF COMMITTED OR INVESTED CAPITAL | View | |
| SERENUS WEALTH ADVISORS, LLC CRD 332034 | Santa Monica, CA | Advisory firm LLC | $1.47B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HHM WEALTH ADVISORS, LLC CRD 150843 | Chattanooga, TN | Advisory firm LLC | $1.47B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELIANT INVESTMENT MANAGEMENT, LLC CRD 111220 | Memphis, TN | Corporate platform LLC | $1.47B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORAN WEALTH, LLC CRD 333974 | Cincinnati, OH | Advisory firm LLC | $1.47B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMUNITY INVESTMENT MANAGEMENT LLC CRD 174204 | San Francisco, CA | Corporate platform LLC | $1.47B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVER WEALTH ADVISORS LLC CRD 173767 | Camp Hill, PA | Advisory firm LLC | $1.47B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYPRESS POINT WEALTH MANAGEMENT, LLC CRD 143771 | Dallas, TX | Advisory firm LLC | $1.47B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AERODIGM WEALTH LLC CRD 282312 | Lake Oswego, OR | Advisory firm LLC | $1.46B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTIVEST WEALTH MANAGEMENT, LLC CRD 156150 | Aventura, FL | Advisory firm LLC | $1.46B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RAVEN CREDIT CAPITAL MANAGEMENT LLC CRD 331556 | New York, NY | Corporate platform LLC | $1.46B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTEL WEALTH ADVISORS, LLC CRD 296896 | Vancouver, WA | Advisory firm LLC | $1.46B | 12 advisors | Percentage of AUM | View | |
| AMIP MANAGEMENT CRD 284231 | Seal Beach, CA | Advisory firm LLC | $1.46B | 5 advisors | Percentage of AUM · Commissions +2 more | View | |
| BROOKLANDS CRD 286221 | London | Advisory firm LLC | $1.46B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FORGE FINANCIAL CRD 306480 | Edmond, OK | Advisory firm LLC | $1.46B | 15 advisors | Percentage of AUM | View | |
| KKR REGISTERED ADVISOR LLC CRD 309284 | New York, NY | Advisory firm LLC | $1.46B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| TEMA ETFS LLC CRD 332224 | New York, NY | Advisory firm LLC | $1.46B | 8 advisors | Percentage of AUM | View | |
| SHADE TREE ADVISORS LLC CRD 289905 | Saratoga Springs, NY | Advisory firm LLC | $1.45B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELECTRA CAPITAL CRD 318664 | Conshohocken, PA | Advisory firm LLC | $1.45B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE PRIVATE WEALTH CRD 286072 | Saint Louis, MO | Advisory firm LLC | $1.45B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ICAPITAL, LLC CRD 122816 | Boston, MA | Advisory firm LLC | $1.45B | 6 advisors | Percentage of AUM; Fixed fees | View |