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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 | |||||
|---|---|---|---|---|---|---|---|
| RELIANT WEALTH PLANNING, LLC CRD 286230 | Louisville, KY | Advisory firm LLC | $595.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HEDEKER WEALTH LLC CRD 124341 | Lincolnshire, IL | Advisory firm LLC | $595.1M | 2 advisors | Percentage of AUM | View | |
| AFFINITY INVESTMENT GROUP, LLC CRD 117191 | Exeter, NH | Corporate platform LLC | $595.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PERSPECTIVE WEALTH MANAGEMENT CRD 104619 | Hunt Valley, MD | Advisory firm LLC | $595.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VIRTUS WEALTH SOLUTIONS CRD 332536 | Cranford, NJ | Advisory firm LLC | $594.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC CRD 328015 | New York, NY | Advisory firm LLC | $594.2M | 16 employees | Percentage of AUM | View | |
| OUTLOOK WEALTH ADVISORS, LLC CRD 291465 | The Woodlands, TX | Advisory firm LLC | $593.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGNMENT GROWTH CRD 319136 | New York, NY | Advisory firm LLC | $593.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS MERCHANT CAPITAL LLC CRD 172124 | New York, NY | Advisory firm LLC | $593.0M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | Glastonbury, CT | Corporate platform LLC | $592.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOGANTAYLOR WEALTH CRD 129696 | Tulsa, OK | Advisory firm LLC | $592.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA FINANCIAL ADVISORS, L.L.C. CRD 122092 | Metairie, LA | Advisory firm LLC | $592.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GERBER, LLC CRD 120039 | Columbus, OH | Advisory firm LLC | $592.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH PRESERVATION ADVISORS, LLC CRD 167518 | Chattanooga, TN | Advisory firm LLC | $591.6M | 2 advisors | Percentage of AUM | View | |
| HOXTON PLANNING & MANAGEMENT, LLC CRD 319087 | Shepherdstown, WV | Advisory firm LLC | $591.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIS PLANNING CRD 148821 | St.. Cloud, MN | Advisory firm LLC | $591.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILESTONE FINANCIAL PLANNING, LLC CRD 283439 | Bedford, NH | Advisory firm LLC | $590.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| SECTION PARTNERS MANAGEMENT, LLC CRD 314618 | Palo Alto, CA | Advisory firm LLC | $590.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RESTON WEALTH MANAGEMENT CRD 148816 | Reston, VA | Advisory firm LLC | $589.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MIG CAPITAL, LLC CRD 160782 | Newport Beach, CA | Advisory firm LLC | $589.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEQUENT PLANNING, LLC CRD 160381 | Omaha, NE | Advisory firm LLC | $589.5M | 76 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREATER MIDWEST FINANCIAL GROUP, LLC CRD 324387 | Saint Paul, MN | Corporate platform LLC | $589.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RJA ASSET MANAGEMENT LLC CRD 153428 | Stamford, CT | Corporate platform LLC | $588.9M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WP ADVISORS, LLC CRD 118268 | CA | Advisory firm LLC | $588.9M | 2 advisors | Percentage of AUM | View |