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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 | |||||
|---|---|---|---|---|---|---|---|
| ELIOT ROSE WEALTH MANAGEMENT, LLC CRD 120465 | Providence, RI | Advisory firm LLC | $186.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WINTHROP PARTNERS - WNY, LLC CRD 282100 | Buffalo, NY | Advisory firm LLC | $186.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE FINANCIAL GROUP CRD 168675 | Brookfield, WI | Corporate platform LLC | $186.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST ANALYSIS CAPITAL MANAGEMENT LLC CRD 161373 | Chicago, IL | Corporate platform LLC | $186.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MERITED WEALTH, LLC CRD 299549 | North Bay Village, FL | Advisory firm LLC | $186.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE INVESTMENT ADVISORS CRD 144094 | Downingtown, PA | Advisory firm LLC | $186.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOTAL WEALTH SERVICES, LLC CRD 331833 | Westlake Village, CA | Advisory firm LLC | $186.1M | 6 advisors | Percentage of AUM | View | |
| GIBSON WEALTH ADVISORS, LLC CRD 285077 | LA | Advisory firm LLC | $186.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIGIL WEALTH MANAGEMENT, LLC CRD 299619 | Ponte Vedra Beach, FL | Advisory firm LLC | $186.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGE CAPITAL MANAGEMENT, LLC CRD 127200 | John Creek, GA | Corporate platform LLC | $186.0M | 4 advisors | Percentage of AUM | View | |
| SCHRUM PRIVATE WEALTH MANAGEMENT, LLC CRD 312164 | Saint Augustine, FL | Advisory firm LLC | $185.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT FINANCIAL GROUP, LLC CRD 322692 | Beaumont, TX | Corporate platform LLC | $185.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LIBERTY ATLANTIC ADVISORS CRD 327738 | Florence | Advisory firm LLC | $185.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIAMOND CLIENT GROUP, LLC CRD 310570 | The Woodlands, TX | Corporate platform LLC | $185.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASH INVESTMENT PARTNERS, LLC CRD 322109 | Atlanta, GA | Advisory firm LLC | $185.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DOHENY ASSET MANAGEMENT, L.L.C. CRD 106434 | Los Angeles, CA | Corporate platform LLC | $185.7M | 2 advisors | Percentage of AUM | View | |
| FIRST MASON FINANCIAL, LLC CRD 145025 | Medina, OH | Advisory firm LLC | $185.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SEVEN SIX CAPITAL MANAGEMENT, LLC CRD 299257 | New York, NY | Corporate platform LLC | $185.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DELOS CAPITAL ADVISORS CRD 300734 | Dallas, TX | Advisory firm LLC | $185.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHER POINTE WEALTH MANAGEMENT, LLC CRD 308777 | Davis, CA | Advisory firm LLC | $185.6M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| CROWN POINT WEALTH ADVISORS CRD 322424 | Hood River, OR | Advisory firm LLC | $185.5M | 3 advisors | Percentage of AUM | View | |
| NILES INVESTMENT MANAGEMENT, LLC CRD 329384 | Plantation, FL | Corporate platform LLC | $185.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HOFFMAN CAPITAL ADVISORS LLC CRD 287766 | Cranberry Twp, PA | Advisory firm LLC | $185.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NETWORTH ADVISORS, LLC CRD 311621 | Canonsburg, PA | Advisory firm LLC | $185.4M | 6 advisors | Percentage of AUM | View |