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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 | |||||
|---|---|---|---|---|---|---|---|
| KNOX WEALTH PARTNERS ADVISORY CRD 288580 | Knoxville, TN | Advisory firm LLC | $272.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSCIOUS WEALTH INVESTMENTS, LLC CRD 319143 | Atlanta, GA | Advisory firm LLC | $272.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | Boston, MA | Advisory firm LLC | $272.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT STRATEGIES, LTD. CRD 163701 | Dublin, OH | Advisory firm LLC | $272.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| E. A. HORWITZ LLC CRD 165561 | Deerfield, IL | Advisory firm LLC | $272.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| NOLET WEALTH MANAGEMENT, LLC CRD 329186 | Fort Worth, TX | Advisory firm LLC | $272.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLIANCE WEALTH MANAGEMENT PARTNERS LLC CRD 313195 | Knoxville, TN | Advisory firm LLC | $272.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MENDEL CAPITAL MANAGEMENT, LLC CRD 311919 | Little Rock, AR | Corporate platform LLC | $272.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMELOT PORTFOLIOS, LLC CRD 145918 | Maumee, OH | Advisory firm LLC | $272.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 46 PEAKS INVESTMENT ADVISORY GROUP CRD 306902 | Newtown, PA | Corporate platform LLC | $272.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FIRSTMETRIC CRD 289483 | Troy, MI | Advisory firm LLC | $272.1M | 1 advisors | Fixed fees | View | |
| MAGNOLIA PRIVATE WEALTH, LLC CRD 324102 | Philadelphia, PA | Advisory firm LLC | $272.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKER FINANCIAL LLC CRD 144293 | Silverdale, WA | Advisory firm LLC | $272.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND MARK PARTNERS, LLC CRD 169037 | Greenwich, CT | Advisory firm LLC | $272.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIENT FIRST INVESTMENT MANAGEMENT LLC CRD 282600 | West Bend, WI | Corporate platform LLC | $271.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULL STREET ADVISORS CRD 304058 | Savannah, GA | Advisory firm LLC | $271.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED RETIREMENT SOLUTIONS, LLC CRD 288022 | CA | Advisory firm LLC | $271.9M | 1 advisors | Fixed fees; FEES FOR PENSION CONSULTING SERVICES | View | |
| CROSSGATE WEALTH ADVISORS, LLC CRD 121856 | Newtown, PA | Advisory firm LLC | $271.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATIONAL PRIVATE WEALTH CRD 324954 | DC | Advisory firm LLC | $271.9M | 3 advisors | Percentage of AUM | View | |
| TAILORED WEALTH SOLUTIONS CRD 340266 | Saratoga Springs, NY | Advisory firm LLC | $271.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUE VISION FINANCIAL ADVISORS CRD 322783 | Woodbury, MN | Advisory firm LLC | $271.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRLEAD ASSET MANAGEMENT LLC CRD 297384 | Greenwich, CT | Corporate platform LLC | $271.6M | 3 advisors | PERCENTAGE OF MANAGEMENT FEE | View | |
| RAHLFS CAPITAL, LLC CRD 127425 | TX | Advisory firm LLC | $271.6M | 1 advisors | Percentage of AUM | View | |
| SK ADVISOR NETWORK, LLC CRD 317533 | Plano, TX | Advisory firm LLC | $271.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |