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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 | |||||
|---|---|---|---|---|---|---|---|
| INNOVATIVE CAPITAL ADVISORS, LLC CRD 161281 | Chicago, IL | Advisory firm LLC | $619.5M | 4 advisors | Percentage of AUM | View | |
| ALPHA FINANCIAL ADVISORS, LLC CRD 122545 | Charlotte, NC | Advisory firm LLC | $619.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | Lehi, UT | Corporate platform LLC | $619.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE OCEAN CAPITAL CRD 107833 | West Palm Beach, FL | Advisory firm LLC | $619.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TACTIVE ADVISORS, LLC CRD 309311 | Sarasota, FL | Advisory firm LLC | $619.0M | 14 advisors | Percentage of AUM | View | |
| TRI-AD CAPITAL MANAGEMENT I, LLC CRD 324364 | Escondido, CA | Corporate platform LLC | $619.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERITAS WEALTH MANAGEMENT, LLC CRD 148565 | San Rafael, CA | Advisory firm LLC | $618.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHEELER RETIREMENT PLANS LLC CRD 327889 | Duluth, MN | Advisory firm LLC | $618.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STEADTRUST CRD 334416 | DE | Advisory firm LLC | $618.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC CRD 301715 | New Orleans, LA | Advisory firm LLC | $617.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL PLANNING, LLC CRD 169470 | Bellevue, WA | Advisory firm LLC | $617.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALING WEALTH ADVISORS CRD 283226 | Louisville, KY | Advisory firm LLC | $617.7M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| EQ WEALTH ADVISORS CRD 322294 | Dallas, TX | Advisory firm LLC | $617.0M | 4 advisors | Percentage of AUM | View | |
| CLEAR WAVE WEALTH MANAGEMENT, LLC CRD 338582 | Red Bank, NJ | Advisory firm LLC | $617.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WEST WEALTH GROUP, LLC CRD 316644 | Irvine, CA | Corporate platform LLC | $616.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENBUSH FINANCIAL GROUP, LLC CRD 125500 | Albany, NY | Corporate platform LLC | $616.5M | 3 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| HILLTOP WEALTH & TAX SOLUTIONS CRD 290981 | Mishawaka, IN | Advisory firm LLC | $616.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREY LEDGE ADVISORS, LLC CRD 124867 | Guilford, CT | Advisory firm LLC | $616.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KETTLE HILL CAPITAL MANAGEMENT, LLC CRD 163722 | New York, NY | Corporate platform LLC | $615.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TREVIAN WEALTH MANAGEMENT, LLC CRD 174412 | CA | Advisory firm LLC | $615.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NINE THIRTY CAPITAL MANAGEMENT, LLC CRD 130545 | New York, NY | Corporate platform LLC | $615.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM DAY SOLUTIONS, LLC CRD 138962 | Houston, TX | Advisory firm LLC | $615.3M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| MEANINGFUL PARTNERS LLC CRD 306169 | El Segundo, CA | Advisory firm LLC | $615.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| H.I.G. WHITEHORSE ADVISERS, LLC CRD 164905 | Miami, FL | Advisory firm LLC | $615.1M | 69 advisors | Percentage of AUM; Performance-based fees | View |