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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 | |||||
|---|---|---|---|---|---|---|---|
| REDSTONE WEALTH MANAGEMENT, LLC CRD 311525 | Oklahoma City, OK | Advisory firm LLC | $187.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROTHWELL INVESTMENT ADVISORS CRD 337504 | Salem, MA | Advisory firm LLC | $187.7M | 3 advisors | Percentage of AUM | View | |
| COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | Acton, MA | Corporate platform LLC | $187.7M | 4 advisors | Hourly charges; Fixed fees | View | |
| SFG WEALTH ADVISORS, LLC CRD 307368 | Tampa, FL | Advisory firm LLC | $187.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELE STREET PRIVATE WEALTH MANAGEMENT CRD 299856 | Denver, CO | Advisory firm LLC | $187.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITI WEALTH MANAGEMENT CRD 127216 | Brewster, NY | Advisory firm LLC | $187.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTITATIVE ASSET MANAGEMENT, LLC CRD 143279 | Minnetonka, MN | Corporate platform LLC | $187.4M | 2 advisors | Percentage of AUM | View | |
| TOPTURN CAPITAL, LLC CRD 151464 | Carmel, CA | Advisory firm LLC | $187.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC CRD 315237 | Ammon, ID | Corporate platform LLC | $187.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE FINANCIAL CONSULTANTS CRD 310603 | Cicero, IN | Advisory firm LLC | $187.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELMSMAN FINANCIAL GROUP, LLC CRD 113780 | Woodinville, WA | Corporate platform LLC | $187.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANCREEK CAPITAL ADVISORS, LLC CRD 328736 | Santa Monica, CA | Advisory firm LLC | $187.1M | 2 advisors | Percentage of AUM | View | |
| ADVICE & PLANNING SERVICES LLC CRD 283626 | Youngwood, PA | Advisory firm LLC | $187.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FJELL CAPITAL CRD 327541 | Fargo, ND | Advisory firm LLC | $187.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURE PLANNING CRD 42179 | Portsmouth, NH | Advisory firm LLC | $187.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE DOOR ASSET MANAGEMENT, LLC CRD 314457 | Stamford, CT | Corporate platform LLC | $187.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELIOT FINKEL INVESTMENT COUNSEL, LLC CRD 104695 | Beverly Hills, CA | Advisory firm LLC | $187.0M | 1 advisors | Percentage of AUM | View | |
| 365 WEALTH MANAGEMENT GROUP CRD 314674 | Mason, OH | Corporate platform LLC | $186.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPECIALIZED RETIREMENT CONSULTANTS LLC CRD 317027 | MI | Advisory firm LLC | $186.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVOCATE INVESTING SERVICES CRD 273035 | Woodbine, MD | Advisory firm LLC | $186.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALVIN CLAY FINANCIAL ADVISORS, LLC CRD 226655 | Jenkintown, PA | Advisory firm LLC | $186.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ARCWOOD FINANCIAL, LLC CRD 189512 | Phoenix, AZ | Advisory firm LLC | $186.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ACCORDANT INVESTMENTS LLC CRD 325678 | Scottsdale, AZ | Advisory firm LLC | $186.4M | 4 advisors | Percentage of AUM | View | |
| RETIREMENT ADVISORS, LLC CRD 147701 | Dallas, TX | Advisory firm LLC | $186.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |