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 | |||||
|---|---|---|---|---|---|---|---|
| VIGILARE WEALTH MANAGEMENT LLC CRD 157663 | Scottsdale, AZ | Advisory firm LLC | $330.9M | 4 advisors | Percentage of AUM | View | |
| HAZOOR PARTNERS, LLC CRD 289744 | Austin, TX | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN EDWARDS WEALTH STRATEGIES CRD 173559 | Lynchburg, VA | Advisory firm LLC | $330.7M | 7 advisors | Percentage of AUM | View | |
| GENERAL INNOVATION CAPITAL, LLC CRD 331306 | New York, NY | Advisory firm LLC | $330.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNATURE EQUITY PARTNERS, LLC CRD 327455 | Columbus, OH | Advisory firm LLC | $330.6M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSEX PRIVATE WEALTH MANAGEMENT LLC CRD 149991 | Topsfield, MA | Advisory firm LLC | $330.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CYPRESS CAPITAL WEALTH MANAGEMENT LLC CRD 312340 | Ann Arbor, MI | Advisory firm LLC | $330.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLARIS FINANCIAL, LLC CRD 168503 | Glen Allen, VA | Advisory firm LLC | $330.2M | 5 advisors | Percentage of AUM | View | |
| WELTON INVESTMENT PARTNERS LLC CRD 172452 | Carmel, CA | Advisory firm LLC | $330.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DAI WEALTH, LLC CRD 138938 | Atlanta, GA | Advisory firm LLC | $330.0M | 40 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BOSTON FAMILY ADVISORS LLC CRD 299060 | Boston, MA | Advisory firm LLC | $329.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC CRD 154616 | Orlando, FL | Corporate platform LLC | $329.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLUENT FINANCIAL, LLC CRD 170041 | Dallas, TX | Advisory firm LLC | $329.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAI ADVISORS CRD 300332 | Menlo Park, CA | Advisory firm LLC | $329.6M | 1 advisors | Percentage of AUM | View | |
| COLLIERS SECURITIES LLC CRD 7477 | Minneapolis, MN | Advisory firm LLC | $329.6M | 18 advisors | Percentage of AUM | View | |
| POWERS ADVISORY GROUP, LLC CRD 172252 | Highland, IL | Corporate platform LLC | $329.5M | 3 advisors | Percentage of AUM | View | |
| 501 NORTH, LLC CRD 338118 | New York, NY | Advisory firm LLC | $329.4M | 6 advisors | Fixed fees; Performance-based fees | View | |
| GUTIERREZ WEALTH ADVISORY, LLC CRD 319481 | Little Rock, AR | Advisory firm LLC | $329.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CI CAPITAL PARTNERS CRD 156863 | — | Advisory firm LLC | $329.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEARL PLANNING CRD 336568 | Dexter, MI | Advisory firm LLC | $329.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENCHMARK INVESTMENT ADVISORS LLC CRD 159705 | Chicago, IL | Advisory firm LLC | $329.2M | 4 advisors | Percentage of AUM | View | |
| WEALTH MANAGEMENT CPAS, LLC CRD 310096 | Salt Lake City, UT | Advisory firm LLC | $329.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| POWER FINANCIAL PARTNERS, LLC CRD 324253 | Tampa, FL | Advisory firm LLC | $329.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NWM ADVISORS, LLC CRD 283714 | San Luis Obispo, CA | Advisory firm LLC | $329.1M | 2 advisors | Percentage of AUM | View |