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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 | |||||
|---|---|---|---|---|---|---|---|
| TENCAP WEALTH COACHING CRD 166130 | South Jordan, UT | Advisory firm LLC | $285.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEARSON CREEK CAPITAL MANAGEMENT LLC CRD 160354 | Chicago, IL | Corporate platform LLC | $284.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL FINANCIAL PLANNERS CRD 310168 | Salem, OR | Advisory firm LLC | $284.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OAK ADVISORS, LLC CRD 137192 | Bluffton, SC | Advisory firm LLC | $284.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE WEALTH MANAGEMENT GROUP CRD 313269 | Greeneville, TN | Corporate platform LLC | $284.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OATH PLANNING, LLC CRD 299187 | Tulsa, OK | Advisory firm LLC | $284.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND STEWARDSHIP, LLC CRD 129755 | Overland Park, KS | Advisory firm LLC | $284.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FULL IN PARTNERS CRD 309967 | New York, NY | Advisory firm LLC | $284.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BENNINGFIELD FINANCIAL ADVISORS, LLC CRD 134950 | San Francisco, CA | Advisory firm LLC | $284.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMIAN CAPITAL CRD 288137 | MO | Advisory firm LLC | $284.3M | 1 advisors | Percentage of AUM | View | |
| CANE CAPITAL PARTNERS, LLC CRD 337468 | Saint Francisville, LA | Advisory firm LLC | $284.1M | 4 advisors | Percentage of AUM | View | |
| BESPOKE ADVISORY CRD 323909 | Evergreen, CO | Advisory firm LLC | $284.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| M2G VENTURES LLC CRD 322399 | Fort Worth, TX | Advisory firm LLC | $284.0M | 15 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GRIFFIN FAMILY PARTNERS, LLC CRD 285042 | TN | Advisory firm LLC | $283.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VITAL INVESTMENT MANAGEMENT LLC CRD 300811 | Loveland, CO | Corporate platform LLC | $283.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CW INDUSTRIAL PARTNERS, LLC CRD 160408 | Cleveland, OH | Advisory firm LLC | $283.9M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MERIDIAN FINANCIAL ADVISORS, LLC CRD 119679 | Holliston, MA | Advisory firm LLC | $283.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDEN CAPITAL MANAGEMENT LLC CRD 290418 | New York, NY | Corporate platform LLC | $283.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FDI WEALTH MANAGEMENT, LLC CRD 292050 | Miami, FL | Advisory firm LLC | $283.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KAIZEN FINANCIAL ADVISORS, LLC CRD 155353 | Kirkland, WA | Advisory firm LLC | $283.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCORATO CRD 322695 | Boise, ID | Advisory firm LLC | $283.7M | 6 advisors | Percentage of AUM; CONTRACTUAL PAYMENT FOR ADVISOR EDUCATION/CONSULTING SERVICES | View | |
| HESEN & HASLAM CRD 286235 | Woodland Hills, CA | Advisory firm LLC | $283.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERISAIL PARTNERS, LLC CRD 153751 | Chamblee, GA | Advisory firm LLC | $283.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DAUNTLESS CAPITAL PARTNERS LLC CRD 322380 | Houston, TX | Advisory firm LLC | $283.5M | 7 advisors | Percentage of AUM; Performance-based fees | View |