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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 | |||||
|---|---|---|---|---|---|---|---|
| TOGETHER PLANNING CRD 175341 | Gainesville, FL | Advisory firm LLC | $176.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELLOWSHIP FINANCIAL GROUP CRD 154103 | Maitland, FL | Corporate platform LLC | $175.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTENTIONAL CRD 318570 | Fort Mill, SC | Advisory firm LLC | $175.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| URS ADVISORY CRD 289892 | Jupiter, FL | Advisory firm LLC | $175.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOPTIER WEALTH MANAGEMENT CRD 292959 | IL | Advisory firm LLC | $175.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRESERVER PARTNERS CRD 152356 | Memphis, TN | Advisory firm LLC | $175.7M | 3 advisors | Percentage of AUM | View | |
| CATCHLIGHT CAPITAL MANAGEMENT LLC CRD 319003 | CA | Corporate platform LLC | $175.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DOWNING STREET WEALTH MANAGEMENT LLC CRD 152983 | Greenwood Village, CO | Advisory firm LLC | $175.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILL COUNTRY GROUP CRD 307376 | Boerne, TX | Corporate platform LLC | $175.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TLW WEALTH MANAGEMENT, LLC CRD 284598 | NE | Advisory firm LLC | $175.5M | 4 advisors | Percentage of AUM | View | |
| FEENIX VENTURE PARTNERS, LLC CRD 304152 | New York, NY | Advisory firm LLC | $175.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PENBROOK MANAGEMENT LLC CRD 127269 | New York, NY | Advisory firm LLC | $175.4M | 4 advisors | Percentage of AUM | View | |
| GOULD CAPITAL, LLC CRD 300609 | Tacoma, WA | Advisory firm LLC | $175.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENLEAF FINANCIAL GROUP CRD 137933 | Carmel, IN | Corporate platform LLC | $175.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WPA FAMILY OFFICE, LLC CRD 315566 | Dallas, TX | Advisory firm LLC | $175.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WAYVE CAPITAL MANAGEMENT, LLC CRD 332024 | — | Corporate platform LLC | $175.1M | 3 advisors | Percentage of AUM | View | |
| J. FREEMAN & ASSOCIATES CRD 144039 | Greenville, SC | Advisory firm LLC | $175.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| POWER ASSET MANAGEMENT LLC CRD 128580 | Los Angeles, CA | Corporate platform LLC | $175.0M | 1 advisors | Percentage of AUM | View | |
| SIPPICAN CAPITAL ADVISORS CRD 155188 | Boston, MA | Advisory firm LLC | $175.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE ATLAS FINANCIAL GROUP CRD 306849 | Miami, FL | Corporate platform LLC | $174.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TNT ASSET MANAGEMENT, LLC CRD 153309 | Round Rock, TX | Corporate platform LLC | $174.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MELIORA CAPITAL CRD 172367 | Tulsa, OK | Advisory firm LLC | $174.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SAGEOAK FINANCIAL, LLC CRD 166927 | Tulsa, OK | Advisory firm LLC | $174.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GUARDIAN WEALTH MANAGEMENT CRD 146923 | Salt Lake City, UT | Advisory firm LLC | $174.8M | 3 advisors | Percentage of AUM; Fixed fees | View |