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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL INNOVATIONS, LLC CRD 142769 | Atlanta, GA | Advisory firm LLC | $535.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC CRD 174883 | Cincinnati, OH | Corporate platform LLC | $534.9M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CELERES CAPITAL ADVISORS, LLC CRD 304581 | San Juan, PR | Advisory firm LLC | $534.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MEZZASALMA ADVISORS CRD 129045 | Tinton Falls, NJ | Advisory firm LLC | $534.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USA FINANCIAL FORMULAS CORPORATION CRD 139987 | Ada, MI | Advisory firm LLC | $534.4M | 4 advisors | Percentage of AUM | View | |
| PEIRCE CAPITAL MANAGEMENT, LLC CRD 142654 | The Woodlands, TX | Corporate platform LLC | $534.1M | 5 advisors | Percentage of AUM | View | |
| ROBERTSON INVESTMENT MANAGEMENT CRD 115425 | Houston, TX | Corporate platform LLC | $534.1M | 10 advisors | Percentage of AUM | View | |
| JACKSONVILLE WEALTH MANAGEMENT CRD 309312 | Jacksonville, FL | Advisory firm LLC | $533.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLECTIVE FAMILY OFFICE, LLC CRD 301274 | York, PA | Advisory firm LLC | $533.4M | 3 advisors | Percentage of AUM | View | |
| CIMARRON HEALTHCARE CAPITAL, LLC CRD 282387 | Salt Lake City, UT | Advisory firm LLC | $532.7M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CMT ASSET MANAGEMENT LLC CRD 290487 | Chicago, IL | Corporate platform LLC | $532.7M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BROPHY WEALTH MANAGEMENT, LLC CRD 169894 | Bedford, NH | Advisory firm LLC | $532.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSPORT CAPITAL, LLC CRD 134484 | San Francisco, CA | Advisory firm LLC | $532.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| EIGHT 31 FINANCIAL, LLC CRD 327632 | Midland, TX | Advisory firm LLC | $532.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOUNDERS GROVE WEALTH PARTNERS, LLC CRD 331352 | Richmond, VA | Advisory firm LLC | $532.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DST WEALTH MANAGEMENT LLC CRD 302110 | Indian Wells, CA | Advisory firm LLC | $532.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATED FINANCIAL GROUP CRD 334353 | Indianapolis, IN | Corporate platform LLC | $532.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONUMENT WEALTH MANAGEMENT CRD 159882 | Alexandria, VA | Advisory firm LLC | $531.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CERRO PACIFIC WEALTH ADVISORS, LLC CRD 310825 | San Luis Obispo, CA | Advisory firm LLC | $531.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| XXI WEALTH, LLC CRD 330796 | Chicago, IL | Advisory firm LLC | $531.5M | 2 advisors | Percentage of AUM | View | |
| CEETO CAPITAL GROUP, LLC CRD 286538 | Coral Gables, FL | Corporate platform LLC | $531.4M | 4 advisors | Percentage of AUM | View | |
| SARDIS GROUP, LLC CRD 333854 | Atlanta, GA | Corporate platform LLC | $531.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CAP91 PARTNERS MANAGEMENT LLC CRD 324057 | Richmond, VA | Advisory firm LLC | $531.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TITAN RETIREMENT ADVISORS LLC CRD 166359 | Fulshear, TX | Advisory firm LLC | $531.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |