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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 | |||||
|---|---|---|---|---|---|---|---|
| OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | Fairlawn, OH | Corporate platform LLC | $214.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA WEALTH FUNDS, LLC CRD 150231 | Park City, UT | Advisory firm LLC | $214.1M | 11 advisors | Percentage of AUM · Hourly charges +5 more | View | |
| ADAPTIVE WEALTH ENGINEERING CRD 111243 | Las Vegas, NV | Advisory firm LLC | $214.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC MANAGEMENT PARTNERS LLC CRD 172044 | CA | Advisory firm LLC | $214.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PREMIS ADVISORS, LLC CRD 283679 | Atlanta, GA | Advisory firm LLC | $213.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT FINANCIAL SERVICES CRD 147518 | Overland Park, KS | Advisory firm LLC | $213.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMITTEN FINANCIAL LLC CRD 300779 | Milford, MI | Advisory firm LLC | $213.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LOCKER FINANCIAL SERVICES, LLC CRD 120900 | Verona, NJ | Advisory firm LLC | $213.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OZE CAPITAL LLC CRD 327276 | Florham Park, NJ | Advisory firm LLC | $213.7M | 5 advisors | Fixed fees · Performance-based fees +1 more | View | |
| A4 WEALTH ADVISORS LLC CRD 152397 | Huntersville, NC | Advisory firm LLC | $213.7M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLOBAL TRUST WEALTH MANAGEMENT LLC CRD 333458 | West Palm Beach, FL | Advisory firm LLC | $213.7M | 3 advisors | Percentage of AUM | View | |
| COASTLINE COMPLETE WEALTH LLC CRD 338227 | Bluffton, SC | Advisory firm LLC | $213.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARGYLE CAPITAL PARTNERS, LLC CRD 162246 | Los Angeles, CA | Advisory firm LLC | $213.6M | 3 advisors | Percentage of AUM | View | |
| CEDARWOOD WEALTH CRD 334756 | Highlands Ranch, CO | Advisory firm LLC | $213.4M | 3 advisors | Percentage of AUM | View | |
| SIGNAL TREE FINANCIAL PARTNERS LLC CRD 311871 | Copley, OH | Advisory firm LLC | $213.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| 724 ASSET MANAGEMENT, LLC CRD 318169 | MI | Corporate platform LLC | $213.4M | 2 advisors | Percentage of AUM | View | |
| LAKE PACIFIC PARTNERS CRD 174253 | Dallas, TX | Advisory firm LLC | $213.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AO WEALTH ADVISORY CRD 288301 | Urbandale, IA | Advisory firm LLC | $213.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATHIS WEALTH MANAGEMENT CRD 172858 | Phoenix, AZ | Advisory firm LLC | $212.8M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SACKS & ASSOCIATES, LLC CRD 174909 | Warren, NJ | Advisory firm LLC | $212.8M | 3 advisors | Percentage of AUM | View | |
| GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | Abington, PA | Advisory firm LLC | $212.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| URBAN WEALTH MANAGEMENT OR UWM CRD 285633 | AZ | Advisory firm LLC | $212.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BRIXTON CAPITAL WEALTH ADVISORS, LLC CRD 288810 | Garden City, NY | Advisory firm LLC | $212.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTWISE CAPITAL GROUP, LLC CRD 139564 | La Jolla, CA | Corporate platform LLC | $212.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |