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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 | |||||
|---|---|---|---|---|---|---|---|
| ROYAL CAPITAL WEALTH MANAGEMENT LLC CRD 292217 | IN | Advisory firm LLC | $204.2M | 2 advisors | Percentage of AUM | View | |
| FRANKLY FINANCES CRD 321270 | CA | Advisory firm LLC | $204.2M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| PORTUS WEALTH ADVISORS, LLC CRD 300558 | Charlotte, NC | Advisory firm LLC | $204.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIDEN ARBOR CAPITAL CRD 169533 | MI | Advisory firm LLC | $204.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERKKURI WEALTH ADVISORS LLC CRD 330164 | Jericho, NY | Advisory firm LLC | $204.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TETON WEALTH GROUP LLC CRD 311230 | Murray, UT | Corporate platform LLC | $204.0M | 8 advisors | Percentage of AUM | View | |
| CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. CRD 157296 | Bannockburn, IL | Corporate platform LLC | $203.9M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATIONS | View | |
| HARKNESS CAPITAL MANAGEMENT LLC CRD 289882 | New York, NY | Corporate platform LLC | $203.8M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOLER CAPITAL MANAGEMENT CRD 106969 | CA | Corporate platform LLC | $203.8M | 2 advisors | Percentage of AUM | View | |
| UP NORTH FINANCIAL, LLC CRD 150996 | Traverse City, MI | Advisory firm LLC | $203.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHTSQUARE WEALTH MANAGEMENT, LLC CRD 324958 | Bingham Farms, MI | Advisory firm LLC | $203.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEMENT SQUARED PRIVATE WEALTH CRD 311284 | Minneapolis, MN | Advisory firm LLC | $203.5M | 6 advisors | Percentage of AUM | View | |
| KAHALA FINANCIAL ADVISORS, LLC CRD 108564 | Honolulu, HI | Advisory firm LLC | $203.4M | 2 advisors | Percentage of AUM | View | |
| WAZEE STREET CAPITAL MANAGEMENT LLC CRD 159165 | Greenwood Village, CO | Corporate platform LLC | $203.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WJ FINANCIAL ADVISORS, LLC CRD 142761 | Killingworth, CT | Advisory firm LLC | $203.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDERMOTT INVESTMENT ADVISORS, LLC CRD 132221 | Naples, FL | Advisory firm LLC | $203.3M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEW HORIZONS WEALTH MANAGEMENT CRD 328155 | Cedar Knolls, NJ | Advisory firm LLC | $203.3M | 4 advisors | Percentage of AUM | View | |
| INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | Traverse City, MI | Advisory firm LLC | $203.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARMONT FIXED INCOME, LLC CRD 321151 | AZ | Advisory firm LLC | $202.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHICAGO CAPITAL MANAGEMENT, LLC CRD 175453 | Chicago, IL | Corporate platform LLC | $202.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FORNESS FINANCIAL LLC CRD 172473 | Needham, MA | Advisory firm LLC | $202.8M | 3 advisors | Percentage of AUM | View | |
| CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | Fort Myers, FL | Advisory firm LLC | $202.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELHEAD CAPITAL MANAGEMENT, LLC CRD 173440 | Fort Worth, TX | Corporate platform LLC | $202.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KEENAN FINANCIAL CRD 285673 | Boston, MA | Advisory firm LLC | $202.5M | 26 advisors | Percentage of AUM; Fixed fees | View |