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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 | |||||
|---|---|---|---|---|---|---|---|
| REDWOOD FINANCIAL PLANNING, LLC CRD 291250 | Scotch Plains, NJ | Advisory firm LLC | $388.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RCM WEALTH ADVISORS CRD 153641 | Chicago, IL | Advisory firm LLC | $388.8M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONORAIL SECURITIES LLC CRD 285309 | Sarasota, FL | Advisory firm LLC | $388.7M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| TRINITY INVESTMENT ADVISORS, LLC CRD 141039 | West Chester, PA | Advisory firm LLC | $388.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WHEELHOUSE ADVISORY GROUP, LLC CRD 312806 | St.. Louis, MO | Corporate platform LLC | $388.1M | 8 advisors | Percentage of AUM · Commissions +1 more | View | |
| JOSEPH P. LUCIA & ASSOCIATES, LLC CRD 147625 | Yorktown Heights, NY | Advisory firm LLC | $388.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC CRD 283786 | Stamford, CT | Corporate platform LLC | $387.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLLABORATIVE CAPITAL ADVISORS LLC CRD 337588 | New York, NY | Advisory firm LLC | $387.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RESOLUTE WEALTH STRATEGIES, LLC CRD 318599 | Jackson, MS | Advisory firm LLC | $387.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HASSELL WEALTH MANAGEMENT CRD 297892 | Houma, LA | Advisory firm LLC | $387.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAESWOOD CARBON MANAGEMENT, LLC CRD 311686 | San Francisco, CA | Advisory firm LLC | $387.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MACROVIEW INVESTMENT MANAGEMENT LLC CRD 149621 | Bethesda, MD | Corporate platform LLC | $387.1M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LEWIS ASSET MANAGEMENT CRD 143409 | Lafayette, CA | Corporate platform LLC | $387.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MISSIONPOINT PARTNERS LLC CRD 171282 | CT | Advisory firm LLC | $386.9M | 2 advisors | Fixed fees; Performance-based fees | View | |
| NEW WAVE WEALTH ADVISORS CRD 323414 | Springdale, AR | Advisory firm LLC | $386.8M | 4 advisors | Percentage of AUM | View | |
| BALANCE WEALTH CRD 329589 | Worthington, OH | Advisory firm LLC | $386.7M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| CAMAC PARTNERS, LLC CRD 173002 | — | Advisory firm LLC | $386.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 1836 ASSET MANAGEMENT, LLC CRD 313389 | Garland, TX | Corporate platform LLC | $386.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CANTER WEALTH CRD 167828 | La Jolla, CA | Advisory firm LLC | $386.5M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DS INVESTMENT ADVISORS CRD 319351 | Grand Rapids, MI | Advisory firm LLC | $386.1M | 2 advisors | Percentage of AUM | View | |
| EVEXIA WEALTH, LLC CRD 323788 | Stevens Point, WI | Advisory firm LLC | $386.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCAL WISDOM WEALTH MANAGEMENT LLC CRD 168299 | Canton, CT | Advisory firm LLC | $386.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UPSTART WEALTH MANAGEMENT, LLC CRD 173728 | CA | Advisory firm LLC | $385.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERNATIVE INVESTMENT ADVISORS, LLC CRD 160108 | Maitland, FL | Advisory firm LLC | $385.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |