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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 | |||||
|---|---|---|---|---|---|---|---|
| WISDOM WEALTH STRATEGIES CRD 170230 | Greenwood Village, CO | Advisory firm LLC | $190.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESTONE PRIVATE WEALTH, LLC CRD 326055 | Cleveland, OH | Advisory firm LLC | $190.4M | 2 advisors | Percentage of AUM | View | |
| VANGUARD CAPITAL CRD 285052 | Denver, CO | Advisory firm LLC | $190.4M | 5 employees | Percentage of AUM; Hourly charges | View | |
| LORD ABBETT FIF ADVISOR LLC CRD 332700 | Jersey City, NJ | Advisory firm LLC | $190.4M | 191 advisors | Percentage of AUM | View | |
| AEGIS WEALTH MANAGEMENT, LLC CRD 199511 | Maitland, FL | Advisory firm LLC | $190.4M | 3 advisors | Fixed fees | View | |
| MJC ADVISORS, LLC CRD 136839 | MD | Advisory firm LLC | $190.3M | 2 advisors | Percentage of AUM | View | |
| ATEGRA CAPITAL MANAGEMENT, LLC CRD 164245 | Vienna, VA | Corporate platform LLC | $190.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SILICON BEACH WEALTH, LLC CRD 310051 | Marina Del Rey, CA | Advisory firm LLC | $190.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THREE SIXTY WEALTH MANAGEMENT, LLC CRD 301007 | Bloomington, IL | Advisory firm LLC | $190.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACIFIC VALUE, LLC CRD 147086 | Boise, ID | Advisory firm LLC | $190.0M | 3 advisors | Percentage of AUM | View | |
| CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | Appleton, WI | Advisory firm LLC | $189.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| T&T CAPITAL MANAGEMENT CRD 158407 | AZ | Corporate platform LLC | $189.8M | 4 advisors | Percentage of AUM; OTHER INVESTMENT ADVISER FOR SUB-ADVISORY SERVICES | View | |
| ROCKWOOD EQUITY PARTNERS LLC CRD 163846 | Denver, CO | Advisory firm LLC | $189.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNET PRIVATE WEALTH, LLC CRD 290029 | Chicago, IL | Advisory firm LLC | $189.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL INDEPENDENCE ADVISORS, LLC CRD 317193 | Jacksonville, FL | Advisory firm LLC | $189.6M | 8 advisors | Percentage of AUM | View | |
| XCEPTION FAMILY OFFICE CRD 338122 | Atlanta, GA | Advisory firm LLC | $189.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROCURE ETFS CRD 297134 | PA | Advisory firm LLC | $189.3M | 1 advisors | Percentage of AUM | View | |
| DAYTONA STREET CAPITAL CRD 316666 | Saint Louis, MO | Advisory firm LLC | $189.3M | 4 advisors | Percentage of AUM | View | |
| FINANCIAL STRATEGIES GROUP CRD 122030 | Fargo, ND | Corporate platform LLC | $189.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARA CAPITAL LLC CRD 315108 | WA | Advisory firm LLC | $189.1M | 1 advisors | Percentage of AUM | View | |
| ARGOSY-LIONBRIDGE MANAGEMENT, LLC CRD 325413 | Wayne, PA | Advisory firm LLC | $189.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CFS WEALTH MANAGEMENT CRD 135579 | Macon, GA | Advisory firm LLC | $189.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ELM3 FINANCIAL GROUP, LLC CRD 140594 | Alpharetta, GA | Corporate platform LLC | $189.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGELINE WEALTH ADVISORS, LLC. CRD 284843 | Raleigh, NC | Advisory firm LLC | $189.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |