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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 | |||||
|---|---|---|---|---|---|---|---|
| LANDMARK WEALTH MANAGEMENT CRD 109379 | Getzville, NY | Advisory firm LLC | $679.7M | 4 advisors | Percentage of AUM | View | |
| ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC CRD 159393 | Boca Raton, FL | Advisory firm LLC | $679.5M | 20 advisors | Percentage of AUM; GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION | View | |
| FOREFRONT ANALYTICS, LLC CRD 153016 | W. Conshohocken, PA | Advisory firm LLC | $679.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONUMENT GROUP WEALTH ADVISORS, LLC CRD 111908 | Concord, MA | Corporate platform LLC | $678.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON VALUE PARTNERS, LLC CRD 301325 | Palm Beach, FL | Advisory firm LLC | $678.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TYME ADVISORS CRD 285212 | Plano, TX | Advisory firm LLC | $678.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | Spartanburg, SC | Corporate platform LLC | $678.1M | 5 advisors | Percentage of AUM | View | |
| VSM WEALTH ADVISORY, LLC CRD 313717 | Hunt Valley, MD | Advisory firm LLC | $677.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVERTY FINANCIAL GROUP, LLC CRD 310258 | Hudson, WI | Corporate platform LLC | $676.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACOBSON & SCHMITT ADVISORS, LLC CRD 140431 | Middleton, WI | Advisory firm LLC | $676.4M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKPORT WEALTH ADVISORS CRD 297122 | Fairview Park, OH | Advisory firm LLC | $676.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PASI INVESTMENTS, LLC CRD 145640 | Farmington, CT | Advisory firm LLC | $676.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WATERWAY WEALTH MANAGEMENT, L.L.C. CRD 164975 | The Woodlands, TX | Advisory firm LLC | $675.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH PARTNERS, LLC CRD 283648 | Orlando, FL | Advisory firm LLC | $675.7M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE WEALTH PARTNERS CRD 329635 | Fort Myers, FL | Advisory firm LLC | $675.5M | 4 advisors | Percentage of AUM | View | |
| LITTLE HOUSE CAPITAL, LLC CRD 290070 | Braintree, MA | Advisory firm LLC | $675.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGIANCE FINANCIAL GROUP CRD 313110 | Vienna, VA | Corporate platform LLC | $675.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST ADVISORS, LLC CRD 285991 | Woodbury, MN | Advisory firm LLC | $674.5M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE GOFF FINANCIAL GROUP CRD 114796 | Houston, TX | Corporate platform LLC | $674.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST FINANCIAL ADVISORS, L.L.C. CRD 142265 | Des Moines, IA | Advisory firm LLC | $674.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC CRD 133088 | Red Bank, NJ | Advisory firm LLC | $673.8M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHERRY TREE WEALTH MANAGEMENT, LLC CRD 151406 | Minnetonka, MN | Advisory firm LLC | $673.5M | 9 advisors | Percentage of AUM | View | |
| DLJ REAL ESTATE CAPITAL PARTNERS, LLC CRD 106238 | New York, NY | Advisory firm LLC | $673.0M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC CRD 109203 | South Meriden, CT | Advisory firm LLC | $673.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View |