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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 | |||||
|---|---|---|---|---|---|---|---|
| TRUE SQUARE FINANCIAL LLC CRD 287997 | Atlanta, GA | Advisory firm LLC | $178.8M | 1 advisors | Fixed fees | View | |
| COLLABORATIVE PORTFOLIO MANAGEMENT CRD 332929 | Overland Park, KS | Advisory firm LLC | $178.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE PLANNER'S EDGE LLC CRD 114616 | Mercer Island, WA | Advisory firm LLC | $178.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW WEALTH MANAGEMENT CRD 288978 | Irvine, CA | Advisory firm LLC | $178.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE FINANCIAL ADVISORS CRD 168839 | San Bernardino, CA | Advisory firm LLC | $178.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY WEALTH ADVISORS, LLC CRD 127758 | San Jose, CA | Advisory firm LLC | $178.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLASS LAKES CAPITAL MANAGEMENT LLC CRD 290064 | Overland Park, KS | Corporate platform LLC | $178.3M | 2 advisors | Percentage of AUM | View | |
| INDEX TECHNOLOGIES GROUP LLC CRD 327771 | New York, NY | Corporate platform LLC | $178.3M | 6 advisors | Percentage of AUM | View | |
| ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | Westport, CT | Advisory firm LLC | $178.3M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC CRD 130070 | NY | Advisory firm LLC | $178.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMA POINT PARTNERS, LLC CRD 165704 | Omaha, NE | Advisory firm LLC | $178.1M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE WATERMILL GROUP CRD 163370 | Boston, MA | Corporate platform LLC | $178.1M | 9 advisors | Fixed fees · Performance-based fees +1 more | View | |
| FIDUCIARY WEALTH GROUP, LLC CRD 299711 | Centerville, OH | Corporate platform LLC | $178.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON PRIVATE WEALTH, LLC CRD 284145 | CA | Advisory firm LLC | $177.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROCHESTER WEALTH STRATEGIES, LLC CRD 299150 | Rochester, MI | Advisory firm LLC | $177.8M | 4 advisors | Percentage of AUM | View | |
| CONWAY FINANCIAL GROUP, LLC CRD 117608 | Chesterfield, MO | Corporate platform LLC | $177.7M | 2 advisors | Fixed fees | View | |
| MUNTZ FINANCIAL, LLC CRD 145971 | Doylestown, PA | Advisory firm LLC | $177.6M | 2 advisors | Percentage of AUM | View | |
| CROSSGRAIN FAMILY INVESTMENTS, LLC CRD 318373 | OH | Advisory firm LLC | $177.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M WEALTH MANAGEMENT, LLC CRD 281532 | San Diego, CA | Advisory firm LLC | $177.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOFF PRIVATE WEALTH CRD 301001 | Wausau, WI | Advisory firm LLC | $177.5M | 3 advisors | Percentage of AUM | View | |
| SILVERPEAK WEALTH ADVISORS CRD 170732 | Boulder, CO | Advisory firm LLC | $177.4M | 2 advisors | Percentage of AUM | View | |
| NAVIANT PARTNERS, LLC CRD 339108 | Fairhope, AL | Advisory firm LLC | $177.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERIOPE, LC CRD 144256 | St.. George, UT | Advisory firm LLC | $177.2M | 3 advisors | Percentage of AUM | View | |
| PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | Salt Lake City, UT | Advisory firm LLC | $177.1M | 3 advisors | Percentage of AUM | View |