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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 | |||||
|---|---|---|---|---|---|---|---|
| LOGAN PARK WEALTH MANAGEMENT CRD 299007 | Minneapolis, MN | Advisory firm LLC | $464.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HMV WEALTH ADVISORS, LLC CRD 297747 | Shreveport, LA | Advisory firm LLC | $464.8M | 3 advisors | Percentage of AUM | View | |
| S2 FUND MANAGER, LLC CRD 323759 | Dallas, TX | Advisory firm LLC | $464.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| DEW WEALTH MANAGEMENT CRD 114148 | Scottsdale, AZ | Advisory firm LLC | $464.7M | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VERT ASSET MANAGEMENT LLC CRD 288445 | Sausalito, CA | Corporate platform LLC | $464.4M | 2 advisors | Percentage of AUM | View | |
| COLONIAL RIVER WEALTH MANAGEMENT LLC CRD 284839 | Midlothian, VA | Advisory firm LLC | $464.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLW INVESTMENT MANAGEMENT, LLC CRD 332006 | Dallas, TX | Corporate platform LLC | $464.2M | 2 advisors | Percentage of AUM | View | |
| SARD WEALTH MANAGMENT GROUP, LLC CRD 123457 | Atlanta, GA | Corporate platform LLC | $464.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESTRA CAPITAL ADVISORS LLC CRD 148574 | Bozeman, MT | Advisory firm LLC | $463.8M | 12 advisors | Percentage of AUM | View | |
| INDEPENDENCE FINANCIAL ADVISORS, LLC CRD 156305 | Franklin, NH | Advisory firm LLC | $463.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUFTON CAPITAL MANAGEMENT, LLC CRD 113543 | Hunt Valley, MD | Corporate platform LLC | $463.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MKT ADVISORS LLC CRD 163833 | Carlsbad, CA | Advisory firm LLC | $463.7M | 4 advisors | Percentage of AUM | View | |
| MILLER FINANCIAL SERVICES LLC CRD 143788 | Marshall, MI | Advisory firm LLC | $462.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLUM STREET ADVISORS, LLC CRD 283917 | CA | Advisory firm LLC | $462.8M | 5 advisors | Percentage of AUM | View | |
| HARMONY ASSET MANAGEMENT LLC CRD 116069 | Scottsdale, AZ | Corporate platform LLC | $462.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDEMARK, LLC CRD 327611 | San Diego, CA | Advisory firm LLC | $462.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION FINANCIAL PLANNING, LLC CRD 321790 | Memphis, TN | Advisory firm LLC | $462.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SIERRA ASSET MANAGEMENT CRD 108685 | Oakhurst, CA | Corporate platform LLC | $462.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTER CAPITAL MANAGEMENT, INC CRD 35919 | Brookfield, WI | Corporate platform LLC | $462.2M | 4 advisors | Percentage of AUM | View | |
| GREENLEA LANE CAPITAL MANAGEMENT LLC CRD 162012 | CT | Corporate platform LLC | $461.9M | 2 advisors | Fixed fees; Performance-based fees | View | |
| STERLING FUND MANAGEMENT, LLC CRD 160338 | Chicago, IL | Advisory firm LLC | $461.6M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| RED IRON GROUP MANAGEMENT, LLC CRD 317920 | Menlo Park, CA | Corporate platform LLC | $461.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GAINPLAN LLC CRD 174427 | Bloomfield Hills, MI | Advisory firm LLC | $461.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AOF MANAGEMENT LLC CRD 170193 | Los Angeles, CA | Advisory firm LLC | $461.5M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View |