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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 | |||||
|---|---|---|---|---|---|---|---|
| USADVISORS WEALTH MANAGEMENT, LLC CRD 158108 | Eden Prairie, MN | Advisory firm LLC | $483.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL KANDOR ADVISORS, LLC CRD 308452 | Key Biscayne, FL | Advisory firm LLC | $483.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| JOYCE WEALTH MANAGEMENT, LLC CRD 325221 | Houston, TX | Advisory firm LLC | $483.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MONTE FINANCIAL GROUP, LLC CRD 150119 | Guilford, CT | Corporate platform LLC | $482.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LEWIS FINANCIAL GROUP CRD 315692 | Ashburn, VA | Corporate platform LLC | $482.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMET CAPITAL MANAGEMENT CRD 167047 | New York, NY | Corporate platform LLC | $481.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| AMJ FINANCIAL WEALTH MANAGEMENT LLC CRD 162878 | Leesburg, VA | Advisory firm LLC | $481.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSS FINANCIAL ADVISORS CRD 287686 | Beaverton, OR | Advisory firm LLC | $481.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IP FINANCIAL ADVISORY SERVICES LLC CRD 305772 | Charlotte, NC | Advisory firm LLC | $481.4M | 112 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HS WEALTH PARTNERS CRD 330640 | Nashville, TN | Advisory firm LLC | $481.2M | 4 advisors | Percentage of AUM | View | |
| PINNACLE PEAK PRIVATE CLIENT GROUP, LLC CRD 282003 | Scottsdale, AZ | Corporate platform LLC | $481.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THURSTON ADVISORS CRD 318422 | Vero Beach, FL | Advisory firm LLC | $480.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COURAGE MILLER PARTNERS, LLC CRD 147360 | Norfolk, VA | Advisory firm LLC | $480.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NINE TEN CAPITAL MANAGEMENT CRD 171420 | Chicago, IL | Corporate platform LLC | $480.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CONTRARY LLC CRD 311054 | CA | Advisory firm LLC | $480.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRELLIS WEALTH ADVISORS, LLC CRD 154861 | San Luis Obispo, CA | Advisory firm LLC | $479.8M | 4 advisors | Percentage of AUM | View | |
| MATCH GRADE ADVISORS CRD 299181 | Greenville, SC | Advisory firm LLC | $479.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC CRD 331469 | Greenwich, CT | Corporate platform LLC | $479.2M | 3 advisors | Performance-based fees | View | |
| KEENER FINANCIAL PLANNING CRD 147615 | Keller, TX | Advisory firm LLC | $479.0M | 10 advisors | Hourly charges; Fixed fees | View | |
| MEREDITH WEALTH PLANNING CRD 300019 | Maryville, IL | Advisory firm LLC | $478.7M | 2 advisors | Fixed fees | View | |
| JOULE FINANCIAL, LLC CRD 320791 | Lexington, KY | Advisory firm LLC | $478.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC CRD 329887 | New York, NY | Advisory firm LLC | $478.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| IDB LIDO WEALTH, LLC CRD 322488 | New York, NY | Advisory firm LLC | $478.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREAT OAK CAPITAL PARTNERS, LLC CRD 281045 | South Easton, MA | Advisory firm LLC | $477.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |