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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 | |||||
|---|---|---|---|---|---|---|---|
| INTREPID INVESTMENT MANAGEMENT, LLC CRD 192522 | Houston, TX | Corporate platform LLC | $322.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXT LEVEL WEALTH PLANNING, LLC CRD 327644 | Meridian, ID | Advisory firm LLC | $322.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTUNE FINANCIAL ADVISORS, LLC CRD 145799 | Overland Park, KS | Advisory firm LLC | $322.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARSWELL INVESTMENTS, LLC CRD 158205 | East Syracuse, NY | Advisory firm LLC | $322.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RBS WEALTH MANAGEMENT CRD 336536 | Alto, MI | Advisory firm LLC | $322.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSCEOLA CAPITAL MANAGEMENT CRD 301565 | Tampa, FL | Corporate platform LLC | $322.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KAPSTONE FINANCIAL ADVISORS LLC CRD 318885 | Lebanon, OH | Advisory firm LLC | $322.3M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL TRANSPARENCY CRD 297713 | AZ | Advisory firm LLC | $322.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| LIVET WEALTH, LLC CRD 337826 | Spanish Fork, UT | Advisory firm LLC | $322.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M4A3 LLC CRD 336172 | Boulder, CO | Advisory firm LLC | $322.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NICHOLSON WEALTH MANAGEMENT GROUP CRD 327001 | Charleston, SC | Corporate platform LLC | $322.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STEWARDSHIP ADVISORY GROUP, LLC CRD 165710 | Clermont, FL | Corporate platform LLC | $321.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUENORTH WEALTH ADVISORS CRD 118273 | Seattle, WA | Advisory firm LLC | $321.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERSON EQUITY LLC CRD 130032 | San Mateo, CA | Advisory firm LLC | $321.7M | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HF ADVISORY GROUP, LLC CRD 309051 | Annapolis, MD | Corporate platform LLC | $321.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IG4 CAPITAL ADVISORS US LLC CRD 316972 | Washington, DC | Advisory firm LLC | $321.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDER FAMILY FINANCIAL, LLC CRD 171978 | Austin, TX | Advisory firm LLC | $321.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEADOWBROOK ADVISORS CRD 337223 | CA | Advisory firm LLC | $321.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OFF THE CHAIN CAPITAL, LLC CRD 309867 | FL | Advisory firm LLC | $321.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SENTINEL ADVISORY GROUP, LLC CRD 338121 | Middleton, WI | Corporate platform LLC | $320.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| 1 NORTH WEALTH SERVICES, LLC CRD 115948 | Annapolis, MD | Advisory firm LLC | $320.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WSC & COMPANY, LLC CRD 289138 | Charlotte, NC | Advisory firm LLC | $320.4M | 3 advisors | Percentage of AUM | View | |
| ELEVATE WEALTH MANAGEMENT CRD 336710 | Sheridan, WY | Advisory firm LLC | $320.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALHAMBRA INVESTMENT MANAGEMENT LLC CRD 138537 | Palmetto Bay, FL | Corporate platform LLC | $320.2M | 6 advisors | Percentage of AUM; Fixed fees | View |