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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL PARTNERS, LLC CRD 330300 | West Chester, PA | Advisory firm LLC | $407.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.R. PRUNIER CAPITAL MANAGEMENT LLC CRD 321026 | Holden, MA | Corporate platform LLC | $407.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE GROWTH PARTNERS, LLC CRD 168682 | New York, NY | Advisory firm LLC | $407.0M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | Pittsburgh, PA | Advisory firm LLC | $406.8M | 19 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED WEALTH MANAGEMENT, LLC CRD 133986 | AL | Advisory firm LLC | $406.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUMWATER WEALTH MANAGEMENT, LLC CRD 300443 | Boise, ID | Advisory firm LLC | $406.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC CRD 146655 | Albany, GA | Advisory firm LLC | $406.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY CAPITAL ADVISORS, LLC CRD 282405 | Lakewood Ranch, FL | Advisory firm LLC | $406.3M | 2 advisors | Fixed fees | View | |
| BALLAST ROCK PRIVATE WEALTH CRD 322064 | Charleston, SC | Advisory firm LLC | $405.7M | 8 advisors | Percentage of AUM; Commissions | View | |
| GOODHAVEN CAPITAL MANAGEMENT CRD 156032 | Millburn, NJ | Corporate platform LLC | $405.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN WEALTH PARTNERS LLC CRD 335451 | Kalispell, MT | Advisory firm LLC | $405.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALTUS WEALTH MANAGEMENT, LLC CRD 153650 | Ft.. Mitchell, KY | Advisory firm LLC | $405.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| COVARA CAPITAL, LLC CRD 337515 | New York, NY | Advisory firm LLC | $405.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRITON WEALTH MANAGEMENT, PLLC CRD 291070 | Sun City, AZ | Advisory firm LLC | $405.1M | 9 advisors | Percentage of AUM | View | |
| QP WEALTH MANAGEMENT, LLC CRD 301071 | Boca Raton, FL | Advisory firm LLC | $405.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SB ADVISORY, LLC CRD 154680 | Atlanta, GA | Advisory firm LLC | $404.8M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ANGLE MANAGEMENT, LLC CRD 330169 | Dover, DE | Advisory firm LLC | $404.7M | 4 advisors | Percentage of AUM | View | |
| KANEN WEALTH MANAGEMENT LLC CRD 282746 | Coconut Creek, FL | Advisory firm LLC | $404.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EXCEL FINANCIAL, LLC CRD 145301 | Red Wing, MN | Advisory firm LLC | $404.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MB GEN WEALTH CRD 327967 | Spokane, WA | Advisory firm LLC | $404.4M | 3 advisors | Percentage of AUM | View | |
| S HARRIS FINANCIAL GROUP, LLC CRD 151899 | San Antonio, TX | Corporate platform LLC | $404.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUPREE FINANCIAL GROUP, LLC CRD 131091 | Lexington, KY | Corporate platform LLC | $404.4M | 6 advisors | Percentage of AUM | View | |
| FEE-ONLY FINANCIAL PLANNING, L.C. CRD 108365 | GA | Advisory firm LLC | $404.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAMCOA CRD 133978 | Mooresville, NC | Advisory firm LLC | $404.3M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View |