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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 | |||||
|---|---|---|---|---|---|---|---|
| BECK BODE LLC CRD 282611 | Dedham, MA | Advisory firm LLC | $666.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| BCWM CRD 144748 | Overland Park, KS | Advisory firm LLC | $665.2M | 8 advisors | Percentage of AUM; Commissions | View | |
| AMERICA FIRST INVESTMENT ADVISORS LLC CRD 106984 | Omaha, NE | Advisory firm LLC | $665.1M | 7 advisors | Percentage of AUM | View | |
| ALTA WEALTH ADVISORS LLC CRD 293675 | Woburn, MA | Advisory firm LLC | $664.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | Boone, NC | Advisory firm LLC | $664.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LOGAN STONE CRD 311547 | Chicago, IL | Advisory firm LLC | $664.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUSED ALPHA, LLC CRD 310591 | Greenwood Village, CO | Advisory firm LLC | $663.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RRA CAPITAL CRD 306287 | Phoenix, AZ | Advisory firm LLC | $663.3M | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC CRD 115120 | Dallas, TX | Corporate platform LLC | $663.2M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DILIGENT INVESTORS, LLC CRD 158708 | Redlands, CA | Advisory firm LLC | $663.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRUDEN BAY INVESTMENT MANAGEMENT, LLC CRD 284787 | Westlake Village, CA | Corporate platform LLC | $663.1M | 4 advisors | Percentage of AUM | View | |
| IRONWOOD FINANCIAL, LLC CRD 151004 | Tucson, AZ | Advisory firm LLC | $662.5M | 8 advisors | Percentage of AUM | View | |
| THREE ARCH WEALTH MANAGEMENT LLC CRD 333733 | Irvine, CA | Advisory firm LLC | $662.4M | 3 advisors | Percentage of AUM | View | |
| HARRELL INVESTMENT PARTNERS, LLC CRD 299166 | Austin, TX | Advisory firm LLC | $662.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTSHORE WEALTH CRD 283843 | Newport Beach, CA | Advisory firm LLC | $662.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUATTRO ADVISORS L.L.C. CRD 146438 | Pittsburgh, PA | Advisory firm LLC | $661.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCEND INVESTMENT PARTNERS CRD 307667 | Ogden, UT | Advisory firm LLC | $661.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| PENDER CAPITAL MANAGEMENT, LLC CRD 281448 | Dallas, TX | Corporate platform LLC | $661.4M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RIVERWATER PARTNERS LLC CRD 283540 | Milwaukee, WI | Advisory firm LLC | $660.9M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| TRUVESTMENTS CAPITAL LLC CRD 291297 | Sarasota, FL | Advisory firm LLC | $660.8M | 15 advisors | Percentage of AUM; Hourly charges | View | |
| FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | Clayton, MO | Advisory firm LLC | $660.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ST. JAMES INVESTMENT COMPANY, LLC CRD 124777 | Southlake, TX | Advisory firm LLC | $660.6M | 2 advisors | Percentage of AUM | View | |
| GOODLANDER INVESTMENT MANAGEMENT, LLC CRD 317830 | Dallas, TX | Corporate platform LLC | $660.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BETTERWEALTH LLC CRD 226661 | San Jose, CA | Advisory firm LLC | $659.9M | 5 advisors | Percentage of AUM | View |