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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT SOLUTIONS CRD 127517 | Scottsdale, AZ | Advisory firm LLC | $172.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDAR VALLEY WEALTH ADVISORS CRD 115511 | Cedar Falls, IA | Advisory firm LLC | $172.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SF ADVISERS, LLC CRD 316518 | Boston, MA | Advisory firm LLC | $172.5M | 24 advisors | Percentage of AUM; Fixed fees | View | |
| AETERNITAS INVESTMENT MANAGEMENT, LLC CRD 338936 | Yardley, PA | Corporate platform LLC | $172.5M | 2 advisors | Percentage of AUM | View | |
| WHITE SAND WEALTH MANAGEMENT CRD 304614 | Liberty, MO | Advisory firm LLC | $172.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIDSON WEALTH MANAGEMENT LLC CRD 153227 | Forked River, NJ | Advisory firm LLC | $172.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY ROAD, LLC CRD 281894 | Santa Ana, CA | Advisory firm LLC | $172.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXWEALTH LLC CRD 311424 | Palm Beach Gardens, FL | Advisory firm LLC | $172.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| STEINBERG ASSET MANAGEMENT, LLC CRD 118968 | New York, NY | Corporate platform LLC | $172.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTOR ADVISORY GROUP CRD 106837 | Charlotte, NC | Corporate platform LLC | $172.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENT CAPITAL PARTNERS, LLC CRD 291218 | Scottsdale, AZ | Advisory firm LLC | $172.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLAYTON PARTNERS LLC CRD 127546 | Berkeley, CA | Advisory firm LLC | $172.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NIGHTVIEW CAPITAL, LLC CRD 284183 | Clearwater, FL | Advisory firm LLC | $171.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PORTFOLIO ADVISORS CRD 287622 | CA | Advisory firm LLC | $171.9M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTIONS ASSOCIATES CRD 130397 | Dedham, MA | Advisory firm LLC | $171.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPULEN FINANCIAL GROUP, LLC CRD 173963 | Arlington, VA | Corporate platform LLC | $171.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOOB WEALTH MANAGEMENT, LLC CRD 154830 | White Bear Township, MN | Advisory firm LLC | $171.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ELLERBROCK-NORRIS WEALTH STRATEGIES LLC CRD 295099 | Omaha, NE | Advisory firm LLC | $171.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAVU WEALTH ADVISORS, LLC CRD 340677 | Walnut Creek, CA | Advisory firm LLC | $171.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGEBACK CAPITAL MANAGEMENT CRD 113848 | Bellaire, TX | Corporate platform LLC | $171.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROPHET EQUITY MANAGEMENT II LLC CRD 170614 | Southlake, TX | Advisory firm LLC | $171.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KENNON-GREEN & CO. CRD 284713 | New Albany, OH | Advisory firm LLC | $171.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASSABET ADVISORS, LLC CRD 127795 | Holden, MA | Advisory firm LLC | $171.4M | 3 advisors | Percentage of AUM | View | |
| GRANADA WEALTH MANAGEMENT, LLC CRD 285812 | Davidson, NC | Advisory firm LLC | $171.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |