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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 | |||||
|---|---|---|---|---|---|---|---|
| BLAKELY WALTERS WEALTH MANAGEMENT CRD 324410 | Scottsdale, AZ | Advisory firm LLC | $173.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PEMBERWICK INVESTMENT ADVISORS, LLC CRD 149639 | Greenwich, CT | Advisory firm LLC | $173.7M | 2 advisors | Percentage of AUM | View | |
| PRAVATI CAPITAL LLC CRD 300435 | Scottsdale, AZ | Advisory firm LLC | $173.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCHOR POINT FINANCIAL CRD 334103 | Bakersfield, CA | Advisory firm LLC | $173.6M | 1 advisors | Percentage of AUM | View | |
| DOUGLASS INVESTMENT GROUP CRD 331223 | Wichita, KS | Corporate platform LLC | $173.6M | 2 advisors | Percentage of AUM | View | |
| RLB FINANCIAL CRD 151778 | Springfield, MO | Advisory firm LLC | $173.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | Mcfarland, WI | Corporate platform LLC | $173.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LION EQUITY INVESTMENT ADVISORS, LLC CRD 283404 | Denver, CO | Advisory firm LLC | $173.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PARADIGM CAPITAL MANAGEMENT CRD 120805 | Reno, NV | Corporate platform LLC | $173.4M | 1 advisors | Percentage of AUM | View | |
| TILDEN LOUCKS & WOODNORTH LLC CRD 106713 | Elmhurst, IL | Advisory firm LLC | $173.3M | 4 employees | Percentage of AUM; Fixed fees | View | |
| WINNING POINTS ADVISORS, L.L.C. CRD 118077 | Boca Raton, FL | Advisory firm LLC | $173.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AZZENDO WEALTH ADVISORS CRD 139610 | Hollywood, FL | Advisory firm LLC | $173.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGILITY EQUITY PARTNERS CRD 338602 | Pittsburgh, PA | Advisory firm LLC | $173.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVANCED CAPITAL ADVISORS, LLC CRD 113628 | Fairfield, CT | Advisory firm LLC | $173.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ZYNERGY RETIREMENT PLANNING CRD 143861 | Red Bank, NJ | Advisory firm LLC | $173.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. CRD 161194 | Tampa, FL | Advisory firm LLC | $172.9M | 2 advisors | Percentage of AUM | View | |
| BARINGTON COMPANIES INVESTORS, LLC CRD 161305 | New York, NY | Advisory firm LLC | $172.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HAYBEACH CAPITAL MANAGEMENT, LLC CRD 327539 | Rye, NY | Corporate platform LLC | $172.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWESTERN FINANCIAL GROUP CRD 270022 | Iowa City, IA | Corporate platform LLC | $172.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGELINE PRIVATE WEALTH CRD 318258 | Mesa, AZ | Advisory firm LLC | $172.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CORNERMEN FINANCIAL, LLC CRD 323179 | San Antonio, TX | Advisory firm LLC | $172.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC CRD 142913 | Wexford, PA | Advisory firm LLC | $172.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHBUILDERS INVESTMENTS CRD 173306 | Greenwood Village, CO | Advisory firm LLC | $172.6M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ALLUVIAL CAPITAL MANAGEMENT, LLC CRD 169638 | IL | Corporate platform LLC | $172.6M | 1 advisors | Percentage of AUM; Performance-based fees | View |