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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 | |||||
|---|---|---|---|---|---|---|---|
| PRESCOTT ADVISORS, LLC CRD 283784 | Dallas, TX | Advisory firm LLC | $217.8M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND FINANCIAL STRATEGIES GROUP, LLC CRD 286261 | Madison, MS | Corporate platform LLC | $217.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARKER FINANCIAL ADVISORS LLC CRD 305188 | Houston, TX | Advisory firm LLC | $217.6M | 2 advisors | Percentage of AUM | View | |
| AFFINITY WEALTH LLC CRD 285169 | Canton, OH | Advisory firm LLC | $217.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHTRUST ASSET MANAGEMENT, LLC CRD 174901 | Destin, FL | Corporate platform LLC | $217.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIOVACCO CAPITAL MANAGEMENT CRD 125071 | — | Corporate platform LLC | $217.3M | 1 advisors | Percentage of AUM | View | |
| SHERIDAN CAPITAL MANAGEMENT, LLC CRD 156705 | CA | Corporate platform LLC | $217.2M | 1 advisors | Percentage of AUM | View | |
| GRANGE CAPITAL, LLC CRD 131699 | Beaverton, OR | Advisory firm LLC | $217.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| NEW HORIZON FINANCIAL STRATEGIES, LLC CRD 125729 | Ithaca, NY | Advisory firm LLC | $217.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | Framingham, MA | Advisory firm LLC | $217.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THOR FINANCIAL TECHNOLOGIES CRD 310362 | Greensburg, PA | Advisory firm LLC | $217.0M | 2 advisors | Percentage of AUM; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS | View | |
| CUTTER FINANCIAL GROUP LLC CRD 290016 | Falmouth, MA | Corporate platform LLC | $216.9M | 3 advisors | Percentage of AUM | View | |
| PALADIN FINANCIAL CRD 288387 | Arden Hills, MN | Advisory firm LLC | $216.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEDGEWOOD WEALTH ADVISORS, LLC CRD 109049 | Exeter, NH | Advisory firm LLC | $216.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FFG RETIREMENT COUNSELING CRD 308305 | Centennial, CO | Advisory firm LLC | $216.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FMSA CRD 154136 | CO | Advisory firm LLC | $216.4M | 20 advisors | Percentage of AUM; Hourly charges | View | |
| CORE CAPITAL MANAGEMENT, LLC CRD 162814 | Chicago, IL | Corporate platform LLC | $216.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROSPERITY ADVISORY GROUP LLC CRD 310720 | Victor, NY | Corporate platform LLC | $216.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARK WEALTH MANAGEMENT CRD 317264 | Austin, TX | Advisory firm LLC | $216.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SKY ALPHA ASSET ADVISORS CRD 295839 | Boca Raton, FL | Advisory firm LLC | $216.0M | 2 advisors | Percentage of AUM; Commissions | View | |
| ICP GROUP INVESTMENT MANAGER, LLC CRD 219518 | Dallas, TX | Corporate platform LLC | $215.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MEDICI CAPITAL LLC CRD 308394 | Newport Beach, CA | Advisory firm LLC | $215.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEVELAND CAPITAL MANAGEMENT, L.L.C. CRD 341686 | Rocky River, OH | Corporate platform LLC | $215.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MARRICK WEALTH CRD 164758 | Irvine, CA | Advisory firm LLC | $215.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |