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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 | |||||
|---|---|---|---|---|---|---|---|
| ELEVATION WEALTH PARTNERS LLC CRD 324951 | NY | Advisory firm LLC | $219.6M | 2 advisors | Percentage of AUM | View | |
| THE PERSONAL WEALTH COACH CRD 144588 | Salado, TX | Advisory firm LLC | $219.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPER LEAF FINANCIAL, LLC CRD 285378 | Williston, VT | Advisory firm LLC | $219.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWBRIDGE WEALTH MANAGEMENT CRD 169239 | Bryn Mawr, PA | Advisory firm LLC | $219.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBERT STEPHEN CAPITAL MANAGEMENT LLC CRD 118588 | Tulsa, OK | Corporate platform LLC | $219.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MOTIV8 INVESTMENTS LLC CRD 285560 | Port St. Lucie, FL | Advisory firm LLC | $219.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLY BRIDGE GROUP (NY) LLC CRD 291072 | New York, NY | Corporate platform LLC | $218.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EMC CAPITAL MANAGEMENT, LLC CRD 167761 | Houston, TX | Corporate platform LLC | $218.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| E-WEALTH PARTNERS CRD 327053 | Minnetonka, MN | Advisory firm LLC | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PARK SQUARE FINANCIAL GROUP LLC CRD 332268 | Roswell, GA | Corporate platform LLC | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CSC UPSHOT VENTURES MANAGEMENT, LLC CRD 283270 | Palo Alto, CA | Advisory firm LLC | $218.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA FINANCIAL ADVISORS, LLC CRD 116291 | Mclean, VA | Advisory firm LLC | $218.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIPER HEARTLAND HEALTHCARE CAPITAL, LLC CRD 310044 | Minneapolis, MN | Advisory firm LLC | $218.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC ASSET MANAGEMENT LLC. CRD 306384 | Rochester, MN | Corporate platform LLC | $218.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | Denver, CO | Corporate platform LLC | $218.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED WEALTHCARE, LLC CRD 312929 | Durham, NC | Advisory firm LLC | $218.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANUKA FINANCIAL CRD 313528 | CA | Advisory firm LLC | $218.1M | 2 advisors | Fixed fees | View | |
| ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | Alexandria, VA | Corporate platform LLC | $218.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLSTREET CAPITAL LLC CRD 283564 | Los Angeles, CA | Advisory firm LLC | $218.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON HILL ADVISORS, LLC CRD 284162 | Houston, TX | Advisory firm LLC | $217.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONCLAD INVESTMENTS LLC CRD 154872 | Maitland, FL | Advisory firm LLC | $217.9M | 2 advisors | Percentage of AUM | View | |
| ARROW WEALTH ADVISORY LLC CRD 296890 | DE | Advisory firm LLC | $217.8M | 1 advisors | Fixed fees | View | |
| OPPVEST, LLC CRD 296317 | New York, NY | Advisory firm LLC | $217.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDRUS WEALTH GROUP CRD 334995 | Andover, MN | Corporate platform LLC | $217.8M | 4 advisors | Percentage of AUM | View |