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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 | |||||
|---|---|---|---|---|---|---|---|
| WOODSIDE WEALTH MANAGEMENT CRD 175118 | Framingham, MA | Advisory firm LLC | $266.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIVE OAK INVESTMENT PARTNERS CRD 304406 | Austin, TX | Advisory firm LLC | $266.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYNAMIC WEALTH GROUP CRD 326607 | NV | Corporate platform LLC | $266.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WISNIEWSKI WEALTH MANAGEMENT CRD 150264 | Dallas, TX | Advisory firm LLC | $266.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 128097 | Bend, OR | Corporate platform LLC | $266.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAVEN MUSIC PARTNERS LLC CRD 332058 | Palm Beach Gardens, FL | Advisory firm LLC | $265.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| THE DALA GROUP, LLC CRD 291828 | Hoffman Estates, IL | Corporate platform LLC | $265.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GORDIAN ADVISORS, LLC CRD 121362 | Tucson, AZ | Advisory firm LLC | $265.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE ADVISORS CRD 114510 | Topeka, KS | Advisory firm LLC | $265.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGHT WEALTH MANAGEMENT, LLC CRD 169771 | Lewisville, TX | Advisory firm LLC | $265.0M | 7 advisors | Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS | View | |
| INNOVA ADVISORS CRD 318958 | Coral Gables, FL | Advisory firm LLC | $264.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CRD 309098 | Portland, OR | Corporate platform LLC | $264.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EVERGREEN PRIVATE WEALTH CRD 324777 | Greenwood Village, CO | Advisory firm LLC | $264.7M | 4 advisors | Percentage of AUM | View | |
| BIRCH FINANCIAL GROUP CRD 332057 | Keene, NH | Corporate platform LLC | $264.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VANTAGE WEALTH PLANNING CRD 173929 | Reno, NV | Advisory firm LLC | $264.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNACLE PARTNER MANAGEMENT LLC CRD 324639 | Seattle, WA | Advisory firm LLC | $264.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BNB WEALTH MANGAGEMENT, LLC CRD 107702 | Silver Spring, MD | Advisory firm LLC | $264.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPERIUM WEALTH MANAGEMENT, LLC CRD 159148 | San Antonio, TX | Advisory firm LLC | $264.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WYZE WEALTH ADVISORS, LLC CRD 329413 | Canonsburg, PA | Advisory firm LLC | $264.5M | 3 advisors | Percentage of AUM | View | |
| PATRICOF CO CRD 320902 | New York, NY | Advisory firm LLC | $264.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROI FINANCIAL CRD 160100 | Beaverton, OR | Advisory firm LLC | $264.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMUS CAPITAL ADVISORS, LLC CRD 147500 | Coppell, TX | Advisory firm LLC | $264.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLACE HART CAPITAL MANAGEMENT CRD 285981 | Lexington, KY | Corporate platform LLC | $264.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WELCH INVESTMENT GROUP, LLC CRD 131006 | Grants Pass, OR | Corporate platform LLC | $263.8M | 2 advisors | Percentage of AUM | View |