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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 | |||||
|---|---|---|---|---|---|---|---|
| EATON FINANCIAL GROUP CRD 316323 | Coral Springs, FL | Corporate platform LLC | $382.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SONOMA BRANDS CAPITAL CRD 296285 | Sonoma, CA | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DEAN FINANCIAL SERVICES CRD 129679 | Beavercreek, OH | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CRD 174335 | Bratenahl, OH | Corporate platform LLC | $382.0M | 2 advisors | Percentage of AUM | View | |
| BLUE ROCK FINANCIAL GROUP CRD 298558 | Rehoboth Beach, DE | Corporate platform LLC | $381.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WWM FINANCIAL CRD 157620 | Carslbad, CA | Advisory firm LLC | $381.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOUR INVESTMENT MANAGEMENT L.L.C. CRD 111166 | Edmonds, WA | Corporate platform LLC | $381.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIQUE WEALTH STRATEGIES CRD 323994 | Burr Ridge, IL | Advisory firm LLC | $381.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SCULATI WEALTH MANAGEMENT, LLC CRD 158783 | Bloomfield Hills, MI | Advisory firm LLC | $381.5M | 3 advisors | Percentage of AUM | View | |
| LANDING POINT FINANCIAL GROUP CRD 312978 | Avon, OH | Corporate platform LLC | $381.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RF&L WEALTH MANAGEMENT, LLC CRD 140210 | Acton, MA | Advisory firm LLC | $381.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBEY & RUST CAPITAL MANAGEMENT, LLC CRD 282776 | CA | Corporate platform LLC | $381.0M | 2 advisors | Percentage of AUM | View | |
| IMS CAPITAL MANAGEMENT CRD 105939 | Clackamas, OR | Corporate platform LLC | $380.9M | 7 advisors | Percentage of AUM | View | |
| MYRIAD ASSET MANAGEMENT ADVISORS LLC CRD 335546 | West Palm Beach, FL | Corporate platform LLC | $380.9M | 2 advisors | Percentage of AUM | View | |
| RESOLUTE CAPITAL ASSET PARTNERS LLC CRD 298866 | Denver, CO | Advisory firm LLC | $380.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH BENEFIT ADVISORS, LLC CRD 319324 | Houston, TX | Advisory firm LLC | $380.9M | 2 advisors | Percentage of AUM | View | |
| BUTTONWOOD CAPITAL MANAGEMENT (BCM) CRD 174857 | Scottsdale, AZ | Corporate platform LLC | $380.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCALA CAPITAL LLC CRD 156165 | Miami, FL | Advisory firm LLC | $380.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GOEPPER BURKHARDT LLC CRD 127896 | Greenville, SC | Advisory firm LLC | $380.3M | 3 advisors | Percentage of AUM | View | |
| FORTITER WEALTH MANAGEMENT, LLC CRD 169577 | Houston, TX | Advisory firm LLC | $379.9M | 3 advisors | Percentage of AUM | View | |
| BURKHOLDER WEALTH MANAGEMENT CRD 305300 | Tulsa, OK | Advisory firm LLC | $379.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMA CAPITAL LLC CRD 310146 | Beaverton, OR | Advisory firm LLC | $379.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| IRONBRIDGE PRIVATE WEALTH, LLC CRD 287714 | Austin, TX | Advisory firm LLC | $379.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 626 FINANCIAL, LLC CRD 306474 | Portage, MI | Advisory firm LLC | $379.6M | 5 advisors | Percentage of AUM | View |