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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL ADVISORY SERVICES, LLC CRD 122053 | Hanover, PA | Advisory firm LLC | $256.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONE PINE FINANCIAL PARTNERS CRD 175287 | Media, PA | Advisory firm LLC | $256.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FRONTAURA CAPITAL LLC CRD 162237 | Chicago, IL | Advisory firm LLC | $256.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WISCONSIN CAPITAL MANAGEMENT, LLC CRD 110394 | Madison, WI | Corporate platform LLC | $256.6M | 2 advisors | Percentage of AUM | View | |
| 6TH STREET ADVISORS, LLC CRD 156623 | Daphne, AL | Advisory firm LLC | $256.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIENNA ASSET MANAGEMENT LLC CRD 299725 | Saratoga, CA | Corporate platform LLC | $256.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARGO WEALTH ADVISORY, LLC CRD 334041 | Mclean, VA | Advisory firm LLC | $256.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA ADVISORS, LLC CRD 118107 | Richmond, VA | Advisory firm LLC | $256.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASILIO LEITCH INVESTMENTS CRD 173152 | Walnut Creek, CA | Advisory firm LLC | $256.0M | 4 advisors | Percentage of AUM | View | |
| FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC CRD 170918 | Seattle, WA | Corporate platform LLC | $256.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | West Des Moines, IA | Corporate platform LLC | $256.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SONOMA WEST ADVISORS CRD 138687 | CA | Advisory firm LLC | $255.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAKSTONE FINANCIAL ADVISORS CRD 127635 | Chevy Chase, MD | Advisory firm LLC | $255.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUIRFIELD WEALTH ADVISORS LLC CRD 316071 | Charlotte, NC | Advisory firm LLC | $255.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KRUSEN CAPITAL MANAGEMENT, LLC CRD 150754 | West Palm Beach, FL | Corporate platform LLC | $255.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WINONA CAPITAL MANAGEMENT, LLC CRD 162882 | Chicago, IL | Corporate platform LLC | $255.6M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DELAWARE WEALTH PLANNERS CRD 306818 | Wilmington, DE | Advisory firm LLC | $255.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RELEVE FINANCIAL GROUP CRD 285243 | Scottsdale, AZ | Corporate platform LLC | $255.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SMP ASSET MANAGEMENT, LLC CRD 162653 | — | Corporate platform LLC | $255.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERNATIONAL PRIVATE WEALTH ADVISORS LLC CRD 323032 | San Diego, CA | Advisory firm LLC | $255.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SORENSON IMPACT ADVISORY CRD 324124 | Salt Lake City, UT | Advisory firm LLC | $255.1M | 2 advisors | Percentage of AUM | View | |
| SECURED RETIREMENT ADVISORS, LLC CRD 144239 | St. Louis Park, MN | Advisory firm LLC | $255.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARRISON MURPHY WEALTH MANAGEMENT, LLC CRD 298004 | NY | Advisory firm LLC | $255.1M | 2 advisors | Percentage of AUM | View | |
| PATHWISE CRD 174215 | Walnut Creek, CA | Advisory firm LLC | $255.0M | 2 advisors | Percentage of AUM; Fixed fees | View |