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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 | |||||
|---|---|---|---|---|---|---|---|
| KENNEDY WEALTH & TAX MANAGEMENT, LLC CRD 172394 | Southbury, CT | Advisory firm LLC | $215.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVIN FUNDING GROUP LLC CRD 170087 | Tucson, AZ | Corporate platform LLC | $215.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE INVESTMENT MANAGEMENT CRD 146493 | Louisville, KY | Corporate platform LLC | $215.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ILLUMINE INVESTMENT MANAGEMENT, LLC CRD 311661 | Poulsbo, WA | Corporate platform LLC | $215.2M | 5 advisors | Percentage of AUM | View | |
| NATURAL CAPITAL CRD 306002 | Fayetteville, AR | Advisory firm LLC | $215.1M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DISHMI CAPITAL, LLC CRD 336392 | Pasadena, CA | Advisory firm LLC | $215.1M | 2 advisors | Percentage of AUM | View | |
| CONSILIUM, LLC CRD 304503 | Boulder, CO | Advisory firm LLC | $215.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLORIAN FINANCIAL GROUP LLC CRD 123869 | Williamsville, NY | Corporate platform LLC | $215.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWAY ADVISOR GROUP CRD 324281 | Albany, NY | Corporate platform LLC | $214.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLYRIA ADVISOR NETWORK CRD 154494 | Brighton, MI | Advisory firm LLC | $214.9M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERHOUSE ASSETS LLC CRD 157538 | MA | Advisory firm LLC | $214.8M | 3 advisors | Percentage of AUM | View | |
| KINWELL LLC CRD 290449 | Charleston, SC | Advisory firm LLC | $214.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DOWNSHIFT FINANCIAL CRD 314068 | CA | Advisory firm LLC | $214.7M | 3 advisors | Fixed fees | View | |
| ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | Seattle, WA | Corporate platform LLC | $214.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EASTSOUND CAPITAL ADVISORS, LLC CRD 160180 | CA | Advisory firm LLC | $214.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UTA LLC CRD 315427 | Vancouver, WA | Advisory firm LLC | $214.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | Westlake, OH | Advisory firm LLC | $214.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOBLEBRIDGE WEALTH CRD 146612 | CA | Advisory firm LLC | $214.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH WITH NO REGRETS® CRD 159201 | Alpharetta, GA | Advisory firm LLC | $214.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHTRAK ADVISORS CRD 160057 | Virginia Beach, VA | Advisory firm LLC | $214.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE HILL CAPITAL CRD 155016 | Ann Arbor, MI | Advisory firm LLC | $214.3M | 2 advisors | Percentage of AUM | View | |
| EQUITAS CAPITAL ADVISORS,LLC CRD 124471 | New Orleans, LA | Advisory firm LLC | $214.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VIABLE CRD 322140 | NJ | Advisory firm LLC | $214.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC RETIREMENT ADVISORS, LLC CRD 142887 | Elk Grove, CA | Advisory firm LLC | $214.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |