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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 | |||||
|---|---|---|---|---|---|---|---|
| NEIL JESANI WEALTH MANAGEMENT CRD 322345 | Sunrise, FL | Advisory firm LLC | $194.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WACONA CAPITAL, LLC CRD 331836 | Charlottesville, VA | Advisory firm LLC | $194.1M | 4 advisors | Fixed fees; Performance-based fees | View | |
| TOWNSEND WEALTH MANAGEMENT CRD 126241 | Columbus, GA | Advisory firm LLC | $194.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE | View | |
| INNOVATIVE ADVISORY GROUP CRD 146618 | Lexington, MA | Corporate platform LLC | $194.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL AND PLANNING, LLC CRD 321104 | Jonesboro, GA | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM | View | |
| INTEGRITY WEALTH PARTNERS, LLC CRD 167314 | Walnut Creek, CA | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TETLEY INVESTMENTS, LLC CRD 164130 | Park Ridge, IL | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BUCKLEY CAPITAL ADVISORS, LLC CRD 268818 | Miami Beach, FL | Advisory firm LLC | $193.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EMETH VALUE CAPITAL, LLC CRD 310696 | New Orleans, LA | Advisory firm LLC | $193.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MWS CAPITAL CONSULTANTS LLC CRD 125061 | Chicago, IL | Advisory firm LLC | $193.7M | 3 advisors | Percentage of AUM | View | |
| XPV MANAGEMENT LLC CRD 322445 | El Segundo, CA | Advisory firm LLC | $193.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ONE WEALTH INVESTORS CRD 288030 | Boca Raton, FL | Advisory firm LLC | $193.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDIA WEALTH MANAGEMENT, LLC CRD 159402 | Albuquerque, NM | Advisory firm LLC | $193.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC CRD 291484 | Cincinnati, OH | Corporate platform LLC | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAZAZIAN ASSET MANAGEMENT, LLC CRD 328433 | Fort Lauderdale, FL | Corporate platform LLC | $193.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STONECREEK PRIVATE WEALTH, LLC CRD 323473 | TX | Advisory firm LLC | $193.3M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT PLAN FIDUCIARIES, LLC CRD 161137 | TX | Advisory firm LLC | $193.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KASTEL CAPITAL ADVISORS, LLC CRD 226520 | Wellesley, MA | Advisory firm LLC | $193.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCED ROCK INVESTMENT ADVISORS CRD 157424 | Roslindale, MA | Advisory firm LLC | $193.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3 FACTOR INDEXING, LLC CRD 160356 | CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JANUARY CAPITAL ADVISORS LLC CRD 177514 | San Francisco, CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM | View | |
| ELEMENTAL CAPITAL PARTNERS LLC CRD 283897 | CA | Advisory firm LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| HINCHLEY ADVISORY GROUP, LLC CRD 157860 | Centennial, CO | Corporate platform LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| WILLNER & HELLER LLC CRD 135406 | Encino, CA | Advisory firm LLC | $193.1M | 3 advisors | Percentage of AUM | View |