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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 | |||||
|---|---|---|---|---|---|---|---|
| THE SALVETTI GROUP CRD 324974 | Sacramento, CA | Corporate platform LLC | $633.7M | 4 advisors | Percentage of AUM | View | |
| VISION RETIREMENT CRD 173064 | Ridgewood, NJ | Advisory firm LLC | $633.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WJ INTERESTS, LLC CRD 114381 | Sugar Land, TX | Advisory firm LLC | $633.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KICKSTAND WEALTH ADVISORS CRD 327022 | Pittsford, NY | Advisory firm LLC | $633.5M | 5 advisors | Percentage of AUM | View | |
| CAPVISOR ASSOCIATES, LLC CRD 289154 | GA | Advisory firm LLC | $633.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SMART WEALTH, LLC CRD 315496 | Omaha, NE | Advisory firm LLC | $632.3M | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARLSON FINANCIAL CRD 295907 | Topeka, KS | Advisory firm LLC | $632.2M | 10 advisors | Percentage of AUM; COMMISSIONS ON INSURANCE PRODUCT SALES | View | |
| FORTEM FINANCIAL GROUP, LLC CRD 291662 | Palm Desert, CA | Corporate platform LLC | $631.9M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VIZCAYA CAPITAL, LLC CRD 170518 | Miami, FL | Advisory firm LLC | $631.4M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORDATUS WEALTH MANAGEMENT LLC CRD 282871 | Yardley, PA | Advisory firm LLC | $630.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NEUMANN CAPITAL MANAGEMENT CRD 112182 | Foster City, CA | Corporate platform LLC | $630.3M | 4 advisors | Percentage of AUM | View | |
| ROSEL WEALTH MANAGEMENT, LLC CRD 291065 | Highlands Ranch, CO | Advisory firm LLC | $630.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC CRD 163921 | New York, NY | Advisory firm LLC | $630.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSE PARK ADVISORS, LLC CRD 162017 | Boston, MA | Advisory firm LLC | $629.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGE CAPITAL ADVISORS, LLC CRD 136577 | Sioux Falls, SD | Advisory firm LLC | $629.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| PHAROS CAPITAL GROUP, LLC CRD 158849 | Brentwood, TN | Corporate platform LLC | $629.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY WEALTH MANAGEMENT, LLC CRD 174767 | Boise, ID | Advisory firm LLC | $629.0M | 39 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SOLAS CAPITAL MANAGEMENT, LLC CRD 159962 | Darien, CT | Corporate platform LLC | $629.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MANATUCK HILL PARTNERS, LLC CRD 160689 | Westport, CT | Advisory firm LLC | $628.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GEM ASSET MANAGEMENT, LLC CRD 124332 | Plymouth, MI | Corporate platform LLC | $628.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CAPSHIFT ADVISORS CRD 309860 | West Newton, MA | Advisory firm LLC | $628.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ALJIAN CAPITAL MANAGEMENT CRD 167381 | Carson City, NV | Corporate platform LLC | $627.8M | 3 advisors | Percentage of AUM | View | |
| MERIDIAN FINANCIAL PARTNERS LLC CRD 281969 | Warrenton, VA | Advisory firm LLC | $627.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRICA WEALTH MANAGEMENT CRD 335042 | Miami, FL | Advisory firm LLC | $627.4M | 2 advisors | Percentage of AUM; Fixed fees | View |