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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 | |||||
|---|---|---|---|---|---|---|---|
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE CRD 130711 | San Diego, CA | Advisory firm LLC | $349.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM PRIVATE INVESTMENTS, LLC CRD 331479 | New York, NY | Advisory firm LLC | $349.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARAGON CAPITAL LLC CRD 166958 | Fort Lauderdale, FL | Advisory firm LLC | $349.3M | 6 advisors | Percentage of AUM | View | |
| ALTRIARCH ASSET MANAGEMENT, LLC CRD 328482 | Charleston, SC | Corporate platform LLC | $349.1M | 5 advisors | Performance-based fees; SERVICING FEE | View | |
| FWG INVESTMENTS, LLC CRD 284064 | Lexington, KY | Advisory firm LLC | $349.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON CREEK INVESTMENT ADVISORS LLC CRD 309116 | Castle Rock, CO | Advisory firm LLC | $349.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ARLEN CAPITAL, LLC CRD 118113 | Warwick, RI | Advisory firm LLC | $348.8M | 4 advisors | Percentage of AUM | View | |
| GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | Louisville, CO | Advisory firm LLC | $348.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARBON COLLECTIVE INVESTING, LLC CRD 310129 | Oakland, CA | Advisory firm LLC | $348.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| OPAL CAPITAL LLC CRD 322755 | Boca Raton, FL | Advisory firm LLC | $348.3M | 6 advisors | Percentage of AUM | View | |
| ELLIOTT COVE CAPITAL MANAGEMENT CRD 123636 | Seattle, WA | Corporate platform LLC | $348.2M | 4 advisors | Percentage of AUM | View | |
| SMARTHARVEST PORTFOLIOS CRD 334260 | CA | Advisory firm LLC | $348.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISQ OPENINFRA REGISTERED ADVISOR LLC CRD 332721 | Miami, FL | Advisory firm LLC | $348.1M | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| 4J WEALTH MANAGEMENT, LLC CRD 297268 | Mclean, VA | Advisory firm LLC | $348.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKBOURNE ADVISORS CRD 129112 | Berkeley Heights, NJ | Advisory firm LLC | $347.9M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MICHELS FAMILY FINANCIAL, LLC CRD 319311 | Fort Worth, TX | Advisory firm LLC | $347.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED FINANCIAL PLANNING GROUP LLC CRD 149843 | Hauppauge, NY | Corporate platform LLC | $347.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE OAK WEALTH ADVISORS CRD 323925 | Santa Rosa Beach, FL | Advisory firm LLC | $347.4M | 5 advisors | Percentage of AUM; ANNUAL RETAINER FEE | View | |
| COTTONWOOD CAPITAL ADVISORS CRD 322366 | Irving, TX | Advisory firm LLC | $347.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARCTARIS IMPACT INVESTORS CRD 306898 | Wellesley, MA | Advisory firm LLC | $347.3M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EDUCATION GROWTH PARTNERS, LLC CRD 166162 | Stamford, CT | Advisory firm LLC | $347.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PFLUG KOORY, LLC CRD 109268 | Omaha, NE | Advisory firm LLC | $347.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LECONTE WEALTH MANAGEMENT, LLC CRD 168539 | Maryville, TN | Advisory firm LLC | $346.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIGHT SIDE CAPITAL MANAGEMENT, LLC CRD 166062 | San Francisco, CA | Corporate platform LLC | $346.7M | 3 advisors | Percentage of AUM; Performance-based fees | View |