Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SETTANNI FINANCIAL LLC CRD 298989 | Armonk, NY | Advisory firm LLC | $397.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODWIN INVESTMENT ADVISORY CRD 131193 | Woodstock, GA | Advisory firm LLC | $397.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIRAMONTES CAPITAL, LLC CRD 264786 | Newport Beach, CA | Advisory firm LLC | $396.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISIONARY HORIZONS, LLC CRD 150483 | Knoxville, TN | Advisory firm LLC | $396.7M | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WAGNER LOFTIN INVESTMENT SERVICES LLC CRD 109770 | Pleasant Hill, CA | Advisory firm LLC | $396.4M | 7 advisors | Percentage of AUM | View | |
| MATTERHORN CAPITAL ADVISORS, LLC CRD 309960 | West Conshohocken, PA | Advisory firm LLC | $396.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTUNE WEALTH MANAGEMENT, LLC CRD 157832 | Dallas, TX | Advisory firm LLC | $396.3M | 3 advisors | Percentage of AUM | View | |
| FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | Cincinnati, OH | Corporate platform LLC | $396.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WEST RIDGE ADVISORS CRD 282718 | Henderson, NV | Advisory firm LLC | $396.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LESJAK PLANNING, LLC CRD 110090 | Westlake, OH | Advisory firm LLC | $396.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINCIANA ADVISORS GROUP, LLC CRD 137423 | Palm Beach Gardens, FL | Corporate platform LLC | $396.0M | 1 advisors | Percentage of AUM | View | |
| DERBY COPELAND CAPITAL CRD 321102 | New York, NY | Advisory firm LLC | $395.8M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GUNDERSON CAPITAL MANAGEMENT CRD 140795 | Mount Pleasant, SC | Corporate platform LLC | $395.8M | 2 advisors | Percentage of AUM | View | |
| GALAPAGOS ADVISORY LLC CRD 322042 | Miami, FL | Advisory firm LLC | $395.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC CRD 312404 | DE | Corporate platform LLC | $395.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| MOR WEALTH MANAGEMENT, LLC CRD 333022 | Philadelphia, PA | Advisory firm LLC | $395.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO WEALTH ADVISORS CRD 145687 | Albuquerque, NM | Advisory firm LLC | $395.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KIKER WEALTH MANAGEMENT, LLC CRD 154405 | Jasper, GA | Advisory firm LLC | $395.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUARRY HILL ADVISORS CRD 288334 | Saint Paul, MN | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REFRAME WEALTH, LLC CRD 313386 | Fairfax, VA | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLARION WEALTH MANAGEMENT PARTNERS CRD 334243 | Fairfax, VA | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC CRD 310633 | Ashburn, VA | Advisory firm LLC | $394.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILYWEALTH CRD 289193 | Lake Mary, FL | Advisory firm LLC | $394.6M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| HUNTER LEWIS LLC CRD 304985 | Crozet, VA | Advisory firm LLC | $394.6M | 6 advisors | Fixed fees | View |