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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 | |||||
|---|---|---|---|---|---|---|---|
| PKS INVESTMENT ADVISORS LLC CRD 110147 | Salisbury, MD | Advisory firm LLC | $367.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWITCHPOINT FINANCIAL PLANNING LLC CRD 282856 | Lehi, UT | Advisory firm LLC | $367.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGY FINANCIAL GROUP CRD 164531 | Phoenix, AZ | Corporate platform LLC | $366.7M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| ODER INVESTMENT MANAGEMENT, LLC CRD 134506 | Woodland Hills, CA | Corporate platform LLC | $366.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JACOBS ASSET MANAGEMENT, LLC CRD 156563 | New York, NY | Corporate platform LLC | $366.4M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SHARPER & GRANITE LLC CRD 136719 | El Segundo, CA | Advisory firm LLC | $366.4M | 4 advisors | Percentage of AUM | View | |
| FINANCIAL LIFE ADVISORS CRD 128502 | San Antonio, TX | Advisory firm LLC | $366.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMDEN WEALTH ADVISORS LLC CRD 148518 | Houston, TX | Advisory firm LLC | $366.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROYAL OAK FINANCIAL ADVISORS, LLC CRD 290152 | Royal Oak, MI | Advisory firm LLC | $366.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ROYAL OAK FINANCIAL GROUP CRD 166391 | Worthington, OH | Corporate platform LLC | $366.0M | 1 employees | Percentage of AUM; Hourly charges | View | |
| ASILIA CREDIT INVESTMENTS CRD 334981 | Salt Lake City, UT | Advisory firm LLC | $365.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| INFLECTION CAPITAL MANAGEMENT, LLC CRD 333157 | San Francisco, CA | Corporate platform LLC | $365.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVIUS CAPITAL MANAGEMENT, LLC CRD 311568 | San Francisco, CA | Corporate platform LLC | $365.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PRAIRIEWOOD WEALTH MANAGEMENT CRD 149007 | Fargo, ND | Advisory firm LLC | $365.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEAUMONT ASSET MANAGEMENT, LLC CRD 150407 | Beaumont, TX | Corporate platform LLC | $365.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGIMEN WEALTH, LLC CRD 309672 | Atlanta, GA | Advisory firm LLC | $365.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COLLEGIATE PEAKS ASSET MANAGEMENT, LLC CRD 322086 | Denver, CO | Corporate platform LLC | $365.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MY PERSONAL CFO, LLC CRD 299424 | Vancouver, WA | Advisory firm LLC | $365.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SIGNIFY WEALTH LLC CRD 160094 | St.. Louis, MO | Advisory firm LLC | $364.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TL PRIVATE WEALTH CRD 167818 | Southlake, TX | Advisory firm LLC | $364.5M | 4 advisors | Percentage of AUM | View | |
| SHELTON WEALTH MANAGEMENT, LLC CRD 312686 | Fort Worth, TX | Advisory firm LLC | $364.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVENIO WEALTH PARTNERS, LLC CRD 323039 | Coral Gables, FL | Advisory firm LLC | $364.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REDWOOD GROVE CAPITAL, LLC CRD 286228 | New York, NY | Advisory firm LLC | $364.0M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATION | View | |
| CROAK CAPITAL CRD 297666 | Toledo, OH | Advisory firm LLC | $363.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View |