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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 | |||||
|---|---|---|---|---|---|---|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC CRD 295339 | San Diego, CA | Advisory firm LLC | $283.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACE OF MIND WEALTH MANAGEMENT CRD 317067 | Raleigh, NC | Advisory firm LLC | $283.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VERGEPOINTE WEALTH MANAGEMENT, LLC CRD 151425 | Lake Oswego, OR | Advisory firm LLC | $283.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE WEALTH MANAGEMENT LLC CRD 285693 | Oak Brook, IL | Advisory firm LLC | $283.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODUM ASSET MANAGEMENT LLC CRD 316200 | Mexico City, NY | Corporate platform LLC | $283.2M | 4 advisors | Percentage of AUM | View | |
| FIG CAPITAL MANAGEMENT, LLC CRD 290099 | Jacksonville, FL | Corporate platform LLC | $283.0M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| COVINGTONALSINA CRD 326810 | Jacksonville, FL | Advisory firm LLC | $282.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOPER CAPITAL GROUP CRD 305121 | Encinitas, CA | Corporate platform LLC | $282.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENDULUM WEALTH PARTNERS CRD 335762 | Itasca, IL | Advisory firm LLC | $282.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| TRILINC ADVISORS, LLC CRD 166194 | Manhattan Beach, CA | Advisory firm LLC | $282.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKTREE ADVISORS LLC CRD 168271 | Coopersburg, PA | Advisory firm LLC | $282.8M | 3 advisors | Percentage of AUM; TRUST SERVICES | View | |
| WEST HORIZON CAPITAL CRD 337734 | Princeton, NJ | Advisory firm LLC | $282.8M | 1 advisors | Percentage of AUM | View | |
| CYPRESS WEALTH MANAGEMENT CRD 324524 | Oakbrook Terrace, IL | Advisory firm LLC | $282.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSBRIDGE INVESTMENT PARTNERS LLC CRD 336502 | Las Vegas, NV | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAR CREEK FUND ADVISORS LLC CRD 329844 | Denver, CO | Advisory firm LLC | $282.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FCIG WEALTH MANAGEMENT, LLC CRD 329906 | Plainfield, CT | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL ADVISORS LLC CRD 109131 | Fort Wayne, IN | Advisory firm LLC | $282.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARTER FINANCIAL, LLC CRD 298327 | La Jolla, CA | Advisory firm LLC | $282.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HMS INVESTMENT ADVISORS CRD 149764 | Nashville, TN | Advisory firm LLC | $281.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPERLEAF CAPITAL, LLC CRD 117823 | Clover, SC | Advisory firm LLC | $281.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SANDBRIDGE INVESTMENT MANAGEMENT, LLC CRD 169112 | Los Angeles, CA | Corporate platform LLC | $281.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PALM VALLEY CAPITAL MANAGEMENT CRD 299896 | Jacksonville Beach, FL | Corporate platform LLC | $281.6M | 2 advisors | Percentage of AUM | View | |
| TRINITY WEALTH ADVISORS LLC CRD 109452 | St.. Louis, MO | Advisory firm LLC | $281.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUCCESSFUL PORTFOLIOS LLC CRD 152429 | Clearwater, FL | Advisory firm LLC | $281.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |