Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| HARVEST INVESTMENT CONSULTANTS LLC CRD 110258 | Hunt Valley, MD | Advisory firm LLC | $549.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLS WEALTH ADVISORS, LLC CRD 159251 | Southlake, TX | Advisory firm LLC | $548.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EXOME ASSET MANAGEMENT LLC CRD 304585 | New York, NY | Corporate platform LLC | $548.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MAY HILL CAPITAL, LLC CRD 332076 | Cohasset, MA | Advisory firm LLC | $548.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BIG LEAGUE ADVANTAGE CRD 291999 | Washington, DC | Advisory firm LLC | $548.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CRUX WEALTH ADVISORS CRD 330731 | Long Beach, CA | Advisory firm LLC | $547.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEWEALTH ADVISORS, LLC CRD 298838 | Hoover, AL | Advisory firm LLC | $547.5M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAPTIVE FINANCIAL CONSULTING, LLC CRD 288185 | Beachwood, OH | Advisory firm LLC | $547.1M | 6 advisors | Percentage of AUM | View | |
| MONON WEALTH MANAGEMENT CRD 289413 | Carmel, IN | Advisory firm LLC | $546.8M | 7 advisors | Percentage of AUM | View | |
| BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | Franklin, MA | Advisory firm LLC | $546.4M | 6 advisors | Percentage of AUM | View | |
| MACH-1 FINANCIAL GROUP, LLC CRD 298195 | Rogers, AR | Corporate platform LLC | $546.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| RESILIENCE MANAGEMENT CRD 157006 | Cleveland, OH | Advisory firm LLC | $546.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY WEALTH CRD 306732 | Woodbury, MN | Advisory firm LLC | $546.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WELLINGTON SHIELDS & CO., LLC CRD 149021 | New York, NY | Advisory firm LLC | $546.0M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| STEWARDSHIP ADVISORS, LLC CRD 277099 | Mount Joy, PA | Advisory firm LLC | $545.2M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| 25 FINANCIAL CRD 317916 | Saint Louis, MO | Advisory firm LLC | $545.0M | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SELBY WEALTH MANAGEMENT CRD 334084 | Emeryville, CA | Advisory firm LLC | $544.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AMHERST CAPITAL MANAGEMENT LLC CRD 174130 | New York, NY | Corporate platform LLC | $544.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SIERRA OCEAN, LLC CRD 313829 | Ripon, CA | Advisory firm LLC | $544.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TSW II CAPITAL ADVISORS, LLC CRD 157380 | Chattanooga, TN | Advisory firm LLC | $544.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ONEASCENT FAMILY OFFICES CRD 323305 | Birmingham, AL | Advisory firm LLC | $544.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWSTONE CAPITAL PARTNERS, LLC CRD 161068 | Dallas, TX | Advisory firm LLC | $544.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDEN RESERVE RETIREMENT, LLC CRD 283588 | Dublin, OH | Advisory firm LLC | $544.3M | 22 advisors | Fixed fees | View | |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC CRD 130931 | Danville, CA | Advisory firm LLC | $543.5M | 1 advisors | Percentage of AUM | View |