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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 | |||||
|---|---|---|---|---|---|---|---|
| GOLDSTEIN ADVISORS, LLC CRD 323125 | Madison, WI | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINTOAK RETIREMENT ADVISORS CRD 314866 | Mclean, VA | Advisory firm LLC | $1.08B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOLOMON HESS CAPITAL MANAGEMENT CRD 158481 | Arlington, VA | Corporate platform LLC | $1.08B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CONCENTUS WEALTH ADVISORS CRD 170052 | Newtown Square, PA | Advisory firm LLC | $1.08B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENLAKE ASSET MANAGEMENT LLC CRD 221528 | South Pasadena, CA | Corporate platform LLC | $1.08B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON WEALTH MANAGEMENT CRD 170255 | La Grange, IL | Advisory firm LLC | $1.08B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASECAMP WEALTH ADVISORS, LLC CRD 334018 | Bellevue, WA | Advisory firm LLC | $1.08B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE33 INVESTMENT MANAGEMENT LLC CRD 305580 | Seattle, WA | Corporate platform LLC | $1.08B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FULCRUM CAPITAL, LLC CRD 145322 | Seattle, WA | Advisory firm LLC | $1.08B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AMB WEALTH, LLC CRD 113106 | Thomasville, GA | Advisory firm LLC | $1.07B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ELWOOD & GOETZ CRD 154839 | Athens, GA | Advisory firm LLC | $1.07B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATTERN CAPITAL MANAGEMENT, LLC CRD 299342 | Lakewood, CO | Corporate platform LLC | $1.07B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPINNAKER INVESTMENT GROUP, LLC CRD 283414 | Newport Beach, CA | Corporate platform LLC | $1.07B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DSF ADVISORS, LLC CRD 283411 | Boston, MA | Advisory firm LLC | $1.07B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVIDENCE CAPITAL ADVISORS, LLC CRD 174631 | Charlotte, NC | Advisory firm LLC | $1.07B | 7 advisors | Percentage of AUM; Hourly charges | View | |
| OCCIDENTAL ASSET MANAGEMENT, LLC CRD 168650 | Burlingame, CA | Corporate platform LLC | $1.07B | 9 advisors | Percentage of AUM | View | |
| FORESTER CAPITAL, L.L.C. CRD 160806 | Stamford, CT | Advisory firm LLC | $1.07B | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONCORD WEALTH PARTNERS CRD 118643 | Abingdon, VA | Advisory firm LLC | $1.07B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON WEALTH MANAGEMENT, LLC CRD 147642 | Lake Mary, FL | Advisory firm LLC | $1.07B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| AC WEALTH PARTNERS CRD 326708 | Berwyn, PA | Advisory firm LLC | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP CRD 330050 | Minneapolis, MN | Corporate platform LLC | $1.07B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ACK ASSET MANAGEMENT LLC CRD 155136 | Greenwich, CT | Corporate platform LLC | $1.07B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. CLAIR ADVISORS, LLC CRD 155064 | Mayfield Heights, OH | Advisory firm LLC | $1.07B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALMITAS CAPITAL LLC CRD 166705 | Santa Monica, CA | Advisory firm LLC | $1.07B | 8 advisors | Percentage of AUM; Performance-based fees | View |