Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| ENDURING WEALTH MANAGEMENT, LLC CRD 337527 | Meridian, ID | Advisory firm LLC | $181.4M | 1 advisors | Percentage of AUM | View | |
| SPEAR ADVISORS LLC CRD 314594 | NY | Advisory firm LLC | $181.3M | 1 advisors | Percentage of AUM | View | |
| FRONT PORCH FINANCIAL ADVISORY CRD 311329 | Charlotte, NC | Advisory firm LLC | $181.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAX ASSET MANAGEMENT LLC CRD 157405 | NY | Corporate platform LLC | $181.2M | 1 advisors | Percentage of AUM | View | |
| MURPHY CLARKE WILLIAMS & STONE LLC CRD 330290 | Miami Beach, FL | Advisory firm LLC | $181.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRONOS CAPITAL ADVISORS LLC CRD 283639 | Miami, FL | Advisory firm LLC | $181.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLE WEALTH MANAGEMENT, LLC CRD 134509 | Scottsdale, AZ | Advisory firm LLC | $181.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARRY ADVISORS LLC CRD 323620 | Brooklyn, NY | Advisory firm LLC | $180.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ATMOS ADVISORY, LLC CRD 160087 | Pittsburgh, PA | Advisory firm LLC | $180.9M | 4 advisors | Percentage of AUM | View | |
| CORNERSTONE INVESTMENT ADVISORS, LLC CRD 116447 | Boulder, CO | Advisory firm LLC | $180.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELLIS FINANCIAL PLANNING CRD 333092 | Clarksville, TN | Advisory firm LLC | $180.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPINE WOODS CAPITAL INVESTORS, LLC CRD 112496 | Purchase, NY | Advisory firm LLC | $180.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEREON WEALTH LLC CRD 338908 | CA | Advisory firm LLC | $180.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTEGRITY CAPITAL MANAGEMENT CRD 142693 | Kingsport, TN | Corporate platform LLC | $180.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CONSORTIUM BRAND PARTNERS, LLC CRD 326505 | — | Advisory firm LLC | $180.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCELERATED WEALTH ADVISORS LLC CRD 170022 | Colorado Springs, CO | Advisory firm LLC | $180.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROAD REACH CAPITAL LLC CRD 144686 | Raleigh, NC | Advisory firm LLC | $180.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROXBURY FINANCIAL CRD 330547 | Mount Arlington, NJ | Advisory firm LLC | $180.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WOLOSHIN INVESTMENT MANAGEMENT, LLC CRD 132346 | Medford, NJ | Corporate platform LLC | $180.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PALADIN PARTNERS CRD 132024 | Hartland, WI | Advisory firm LLC | $180.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVEN G. BLUM AND ASSOCIATES, LLC CRD 130807 | Swarthmore, PA | Advisory firm LLC | $180.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEWIS CAPITAL MANAGEMENT CRD 133619 | Beverly Hills, CA | Corporate platform LLC | $180.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CINTRIFUSE CAPITAL CRD 166973 | Cincinnati, OH | Advisory firm LLC | $180.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VERSA CAPITAL CRD 157161 | Philadelphia, PA | Advisory firm LLC | $180.1M | 2 advisors | Percentage of AUM; Performance-based fees | View |