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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 | |||||
|---|---|---|---|---|---|---|---|
| CHESAPEAKE FINANCIAL ADVISORS CRD 120139 | Towson, MD | Advisory firm LLC | $310.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NRI WEALTH MANAGEMENT, LLC CRD 162234 | Santa Clara, CA | Advisory firm LLC | $309.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMEGA WEALTH MANAGEMENT LLC CRD 132580 | Arlington, VA | Advisory firm LLC | $309.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORR GROUP CRD 324212 | West Palm Beach, FL | Corporate platform LLC | $309.5M | 5 advisors | Percentage of AUM; 1) % OF PORTFOLIO COMPANY EBITDA 2) CARRIED INTEREST | View | |
| SAVANT PARTNERS, LLC CRD 312567 | San Mateo, CA | Advisory firm LLC | $309.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS EQUITY PARTNERS CRD 282022 | Jackson, WY | Advisory firm LLC | $309.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILESTONE ASSET MANAGEMENT GROUP, LLC CRD 282896 | Avon, CT | Corporate platform LLC | $309.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIWETHER WEALTH & PLANNING, LLC CRD 310713 | Minden, LA | Advisory firm LLC | $308.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | Denver, CO | Advisory firm LLC | $308.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BEACON WEALTHCARE LLC CRD 312556 | Raleigh, NC | Advisory firm LLC | $308.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MERIT FINANCIAL PARTNERS LLC CRD 141359 | Maspeth, NY | Advisory firm LLC | $308.2M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KOTYS WEALTH PROFESSIONALS CRD 168156 | Valparaiso, IN | Advisory firm LLC | $308.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S SQUARED TECHNOLOGY, LLC CRD 124441 | FL | Advisory firm LLC | $308.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BATTLE INVESTMENT GROUP, LLC CRD 283292 | Atlanta, GA | Corporate platform LLC | $307.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLSQUARE WEALTH MANAGEMENT, LLC CRD 153591 | Albany, NY | Advisory firm LLC | $307.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YIM INVESTMENT MANAGEMENT, LLC CRD 136984 | Honolulu, HI | Corporate platform LLC | $307.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| MARATHON FINANCIAL GROUP CRD 338006 | Boston, MA | Corporate platform LLC | $307.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GENERATIONS WEALTH, LLC CRD 173352 | Cincinnati, OH | Advisory firm LLC | $307.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GENTRY PRIVATE WEALTH CRD 323208 | Wichita, KS | Advisory firm LLC | $307.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROVE MOUNTAIN PARTNERS, LLC CRD 322303 | Atlanta, GA | Advisory firm LLC | $307.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS WEALTH MANAGEMENT, LLC CRD 156482 | Atlanta, GA | Advisory firm LLC | $307.7M | 2 advisors | Percentage of AUM | View | |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC CRD 321046 | Miami, FL | Corporate platform LLC | $307.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PREPARED RETIREMENT INSTITUTE LLC CRD 309663 | Montgomeryville, PA | Advisory firm LLC | $307.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DUNBAR ASSOCIATES, LLC CRD 323134 | Monroe, CT | Advisory firm LLC | $307.5M | 2 advisors | Percentage of AUM | View |