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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 | |||||
|---|---|---|---|---|---|---|---|
| INSIGHT STRATEGIC WEALTH LLC CRD 147290 | Knoxville, TN | Advisory firm LLC | $401.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| HELM CAPITAL MANAGEMENT CRD 123174 | Seattle, WA | Corporate platform LLC | $400.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORNERSTONE FINANCIAL PLANNING, LLC CRD 129656 | Portsmouth, NH | Advisory firm LLC | $400.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC CRD 118315 | Corning, NY | Corporate platform LLC | $400.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TICINO WEALTH CRD 335808 | Mission Viejo, CA | Advisory firm LLC | $400.2M | 2 advisors | Percentage of AUM | View | |
| KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC CRD 139806 | Daytona Beach, FL | Advisory firm LLC | $400.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SJBENEN ADVISORY, LLC CRD 283153 | CA | Advisory firm LLC | $399.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SECURE FINANCIAL MANAGEMENT CRD 169278 | San Antonio, TX | Advisory firm LLC | $399.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THREADGILL FINANCIAL, LLC CRD 174865 | The Woodlands, TX | Advisory firm LLC | $399.4M | 2 advisors | Percentage of AUM | View | |
| TRINITY WEALTH MANAGEMENT, LLC CRD 169216 | Berwyn, PA | Advisory firm LLC | $399.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATERFORD ADVISORS, LLC CRD 119442 | Orchard Park, NY | Advisory firm LLC | $399.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVITATE FUND ADVISOR LLC CRD 326939 | Newport Beach, CA | Advisory firm LLC | $398.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LESTER FINANCIAL GROUP, LLC CRD 317036 | Champaign, IL | Corporate platform LLC | $398.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMINVEST WEALTH MANAGEMENT LLC CRD 326261 | Scottsdale, AZ | Advisory firm LLC | $398.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OARS CAPITAL CRD 153198 | Dillsburg, PA | Advisory firm LLC | $397.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LONGSHORE CAPITAL PARTNERS CRD 308030 | Chicago, IL | Advisory firm LLC | $397.6M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PERENNIAL ADVISORS GROUP, LLC CRD 128600 | Westford, MA | Corporate platform LLC | $397.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL COACH CRD 170478 | West Chester, PA | Advisory firm LLC | $397.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYARD ASSET MANAGEMENT LLC CRD 177515 | Princeton, NJ | Corporate platform LLC | $397.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| IAMS WEALTH MANAGEMENT, LLC CRD 286085 | Omaha, NE | Advisory firm LLC | $397.2M | 53 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SAGEBROADVIEW WEALTH MANAGEMENT, LLC CRD 126472 | Farmington, CT | Advisory firm LLC | $397.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LDR CAPITAL MANAGEMENT, LLC CRD 162329 | New York, NY | Corporate platform LLC | $397.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA SOLUTIONS INVESTMENT ADVISORS CRD 156541 | South San Francisco, CA | Advisory firm LLC | $397.1M | 4 advisors | Percentage of AUM | View | |
| CENTENNIAL WEALTH ADVISORY, LLC CRD 138054 | Traverse City, MI | Advisory firm LLC | $397.1M | 9 advisors | Percentage of AUM; Fixed fees | View |