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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.

FeesReputationProfile
WEALTH ADVISORS OF TAMPA BAY

CRD 162724

Tampa, FL

Advisory firm

LLC

$456.8M3 advisorsPercentage of AUM · Hourly charges +1 moreView
ACCESS INVESTMENT MANAGEMENT, LLC

CRD 322491

Atlanta, GA

Corporate platform

LLC

$456.4M2 advisorsPercentage of AUMView
AGH WEALTH ADVISORS, LLC

CRD 146796

Wichita, KS

Advisory firm

LLC

$456.3M6 advisorsPercentage of AUM · Hourly charges +1 moreView
FIVE OCEANS ADVISORS

CRD 308377

CA

Advisory firm

LLC

$456.2M4 advisorsPercentage of AUM; Fixed feesView
TRUENORTH WEALTH & IMPACT, LLC

CRD 321238

Joplin, MO

Advisory firm

LLC

$456.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
FLORIDA FINANCIAL ADVISORS, LLC

CRD 288811

Tampa, FL

Advisory firm

LLC

$456.1M667 advisorsPercentage of AUM · Fixed fees +1 moreView
WORTH VENTURE PARTNERS, LLC

CRD 168610

Fort Lee, NJ

Advisory firm

LLC

$456.1M4 advisorsPercentage of AUM; Performance-based feesView
LGT FINANCIAL ADVISORS LLC

CRD 111575

Dallas, TX

Advisory firm

LLC

$456.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
COVE PRIVATE WEALTH, LLC

CRD 316866

Oyster Bay, NY

Advisory firm

LLC

$455.5M2 advisorsPercentage of AUMView
SICART ASSOCIATES, LLC

CRD 285275

New York, NY

Advisory firm

LLC

$455.4M1 advisorsPercentage of AUM; FEES FOR TRUSTEE SERVICESView
EAGLE CAPITAL MANAGEMENT, LLC

CRD 110177

Mandeville, LA

Corporate platform

LLC

$455.2M2 advisorsPercentage of AUMView
LEGACY WEALTH MANAGEMENT, LLC

CRD 304659

Ridgeland, MS

Advisory firm

LLC

$455.1M3 advisorsPercentage of AUMView
CEDAR COVE WEALTH PARTNERS

CRD 336245

Bloomington, MN

Advisory firm

LLC

$455.0M10 advisorsPercentage of AUM · Hourly charges +2 moreView
IVC WEALTH ADVISORS LLC

CRD 301127

Silverdale, PA

Advisory firm

LLC

$455.0M7 advisorsPercentage of AUM; Fixed feesView
WHITESTAR ADVISORS, LLC

CRD 124627

Boca Raton, FL

Advisory firm

LLC

$454.5M4 advisorsPercentage of AUM · Hourly charges +2 moreView
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

CRD 298315

Montvale, NJ

Advisory firm

LLC

$454.2M6 advisorsPercentage of AUM; Fixed feesView
AXIENT INVESTMENT ADVISORS LLC

CRD 336722

Huntsville, AL

Advisory firm

LLC

$454.0M12 advisorsPercentage of AUM · Hourly charges +1 moreView
LAUREL WEALTH PLANNING

CRD 122035

Edina, MN

Advisory firm

LLC

$453.6M6 advisorsPercentage of AUM; Hourly chargesView
RICHMOND INVESTMENT SERVICES LLC

CRD 327451

Mequon, WI

Advisory firm

LLC

$453.2M13 advisorsPercentage of AUM · Hourly charges +1 moreView
CROSS ISLAND ADVISORS LLC

CRD 292058

Darien, CT

Advisory firm

LLC

$453.0M1 advisorsSALARYView
ENDICOTT CAPITAL

CRD 308447

New York, NY

Advisory firm

LLC

$452.6M9 advisorsPercentage of AUM; Performance-based feesView
OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD 148659

Wilmington, NC

Advisory firm

LLC

$452.6M6 advisorsPercentage of AUM · Hourly charges +3 moreView
CERTIOR FINANCIAL GROUP, LLC

CRD 285502

King Of Prussia, PA

Corporate platform

LLC

$452.3M7 advisorsPercentage of AUM · Fixed fees +1 moreView
AUDENT GLOBAL ASSET MANAGEMENT, LLC

CRD 308166

West Hollywood, CA

Corporate platform

LLC

$452.3M4 advisorsPercentage of AUM · Fixed fees +1 moreView
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