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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 | |||||
|---|---|---|---|---|---|---|---|
| WATERCOLOR FINANCIAL CRD 327254 | Austin, TX | Advisory firm LLC | $234.8M | 3 advisors | Percentage of AUM | View | |
| PLAN TO PROSPER WEALTH MANAGEMENT CRD 327660 | Ormond Beach, FL | Advisory firm LLC | $234.3M | 2 advisors | Percentage of AUM | View | |
| REEF INVESTMENT MANAGEMENT LLC CRD 309186 | Lehi, UT | Corporate platform LLC | $234.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EQUANIMITY FINANCIAL PARTNERS CRD 152050 | Pasadena, CA | Advisory firm LLC | $234.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BELLEAIR ASSET MANAGEMENT, LLC CRD 290882 | Belleair Bluffs, FL | Corporate platform LLC | $234.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRIMESTOR INVESTMENT MANAGEMENT, LLC CRD 322066 | Culver City, CA | Corporate platform LLC | $234.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL MANAGEMENT ADVISOR GROUP, LLC CRD 304617 | Walnut Creek, CA | Corporate platform LLC | $234.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY PLANNING ADVISORS, LLC CRD 121289 | Suwanee, GA | Advisory firm LLC | $234.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONFIRE FINANCIAL, LLC CRD 288522 | Colorado Springs, CO | Advisory firm LLC | $234.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIMAN FINANCIAL, LLC CRD 285030 | CA | Advisory firm LLC | $233.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIVIK GLOBAL HEALTHCARE, LLC CRD 168918 | CT | Advisory firm LLC | $233.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HELIUM ADVISORS LLC CRD 282356 | Vancouver, WA | Advisory firm LLC | $233.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS WEALTH PARTNERS LLC CRD 175219 | Wyomissing, PA | Advisory firm LLC | $233.8M | 2 advisors | Percentage of AUM | View | |
| FOUNTAIN SQUARE ASSET MANAGEMENT CRD 316955 | Cincinnati, OH | Corporate platform LLC | $233.7M | 3 advisors | Percentage of AUM | View | |
| THE ARANDA GROUP ADVISORS, LLC CRD 302100 | Jenkintown, PA | Corporate platform LLC | $233.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MPI WEALTH MANAGEMENT LLC CRD 301011 | Hinsdale, IL | Advisory firm LLC | $233.6M | 3 advisors | Percentage of AUM; Commissions | View | |
| BRENTVIEW INVESTMENT MANAGEMENT, LLC CRD 300409 | Northfield, IL | Corporate platform LLC | $233.4M | 4 advisors | Percentage of AUM | View | |
| FIGURE 8 INVESTMENT STRATEGIES LLC CRD 282973 | Boise, ID | Advisory firm LLC | $233.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIREAN WEALTH, LLC CRD 173138 | Mill Valley, CA | Advisory firm LLC | $233.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLOS INTEGRATED WEALTH CRD 329884 | Kennett Square, PA | Advisory firm LLC | $233.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LSCP ADVISORS, LLC CRD 286018 | Austin, TX | Advisory firm LLC | $233.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCHOR WEALTH MANAGEMENT GROUP LLC CRD 329286 | West Palm Beach, FL | Corporate platform LLC | $233.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNDVOLD FINANCIAL CRD 108176 | Columbia, MO | Advisory firm LLC | $232.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIZARD INVESTORS LLC CRD 147284 | Chicago, IL | Advisory firm LLC | $232.8M | 2 advisors | Percentage of AUM; Performance-based fees | View |