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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC WEALTH CAPITAL CRD 326299 | San Francisco, CA | Advisory firm LLC | $238.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SEQUOIA WEALTH MANAGEMENT GROUP CRD 311268 | CA | Corporate platform LLC | $238.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADMARK ASSET MANAGEMENT LLC CRD 109422 | Dallas, TX | Corporate platform LLC | $238.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDENSTONE WEALTH MANAGEMENT CRD 310041 | El Dorado Hills, CA | Advisory firm LLC | $238.3M | 2 advisors | Percentage of AUM | View | |
| SECTOR ANALYSTS LLC CRD 169789 | Allentown, PA | Advisory firm LLC | $238.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC CRD 157714 | Red Bank, NJ | Advisory firm LLC | $238.1M | 35 advisors | Percentage of AUM; Fixed fees | View | |
| RACHOR INVESTMENT ADVISORY SERVICES, LLC CRD 105495 | Linden, MI | Advisory firm LLC | $238.1M | 14 advisors | Percentage of AUM | View | |
| KELLEY INVESTMENTS CRD 119099 | CA | Advisory firm LLC | $238.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GOLDEN ROAD ADVISORS LLC CRD 314077 | Tampa, FL | Advisory firm LLC | $237.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTUNE 45, LLC. CRD 170693 | Gonzales, LA | Advisory firm LLC | $237.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTCALM TCR LLC CRD 164521 | San Francisco, CA | Advisory firm LLC | $237.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| COHEN & COMPANY FINANCIAL MANAGEMENT, LLC CRD 133171 | New York, NY | Advisory firm LLC | $237.4M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EVEREST WEALTH MANAGEMENT CRD 133823 | Leawood, KS | Advisory firm LLC | $237.4M | 1 advisors | Percentage of AUM | View | |
| REDEMPTION CAPITAL CRD 310824 | Midland, TX | Advisory firm LLC | $237.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CENTENNIAL ADVISORS, LLC CRD 290778 | Austin, TX | Advisory firm LLC | $237.3M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PENTO PORTFOLIO STRATEGIES, LLC CRD 159217 | Naples, FL | Advisory firm LLC | $237.3M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SOUNDCORE CAPITAL PARTNERS, LLC CRD 288749 | New York, NY | Advisory firm LLC | $237.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FORT VANCOUVER INVESTMENT MANAGEMENT, LLC CRD 157019 | Vancouver, WA | Corporate platform LLC | $237.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CAMBRIDGE RETIREMENT PARTNERS CRD 148889 | GA | Advisory firm LLC | $237.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALTERRA PARTNERS LLC CRD 316443 | Austin, TX | Advisory firm LLC | $237.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLARITY WEALTH MANAGEMENT, L.L.C. CRD 284874 | Gilbert, AZ | Advisory firm LLC | $236.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRESIDE CAPITAL ADVISORS CRD 329297 | Dallas, TX | Advisory firm LLC | $236.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEVEL WEALTH MANAGEMENT LLC CRD 301381 | Greensboro, NC | Advisory firm LLC | $236.5M | 2 advisors | Fixed fees | View | |
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | La Crosse, WI | Advisory firm LLC | $236.4M | 5 advisors | Percentage of AUM; Hourly charges | View |