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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 | |||||
|---|---|---|---|---|---|---|---|
| HOOVER PRIVATE WEALTH, LLC CRD 336484 | Royal Oak, MI | Advisory firm LLC | $171.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GENESIS FINANCIAL GROUP, LLC CRD 327996 | Paramus, NJ | Corporate platform LLC | $171.3M | 1 advisors | Percentage of AUM | View | |
| INTENTIONAL WEALTH STRATEGIES CRD 327743 | Colorado Springs, CO | Advisory firm LLC | $171.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ENTRUITY WEALTH, LLC CRD 288331 | Bakersfield, CA | Advisory firm LLC | $171.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSQUARE CAPITAL LLC CRD 296504 | St.. Louis, MO | Advisory firm LLC | $171.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBOR ITHAKA CRD 170580 | Aventura, FL | Advisory firm LLC | $171.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HAYDEN HARPER WEALTH ADVISORY, LLC CRD 152091 | Charlotte, NC | Advisory firm LLC | $171.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEGARTY ADVISORS, LLC CRD 306342 | Garden City, NY | Advisory firm LLC | $171.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEB CAPITAL MANAGEMENT LLC CRD 315241 | Columbus, OH | Corporate platform LLC | $171.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COHESION WEALTH MANAGEMENT, LLC CRD 308980 | Broomfield, CO | Advisory firm LLC | $171.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ENGINEERING, LLC CRD 128549 | Scottsdale, AZ | Advisory firm LLC | $171.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWR INVESTMENTS LLC CRD 157966 | Dallas, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SWIFTWATER CAPITAL CRD 329458 | OR | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH ADVISORY CRD 324475 | El Paso, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TOBERMAN BECKER WEALTH, LLC CRD 310346 | St.. Louis, MO | Advisory firm LLC | $170.8M | 3 advisors | Percentage of AUM | View | |
| MCM WEALTH CRD 136075 | Novato, CA | Advisory firm LLC | $170.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAMANS CAPITAL MANAGEMENT, LLC CRD 118404 | Waltham, MA | Corporate platform LLC | $170.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | Torrance, CA | Advisory firm LLC | $170.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | Wilmette, IL | Advisory firm LLC | $170.5M | 1 advisors | Percentage of AUM | View | |
| PACESETTER FINANCIAL GROUP, L.L.C. CRD 123287 | Lincoln, IL | Corporate platform LLC | $170.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATRICK FINANCIAL GROUP LLC. CRD 124610 | Brighton, MI | Corporate platform LLC | $170.4M | 1 advisors | Percentage of AUM | View | |
| ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | Columbia, SC | Corporate platform LLC | $170.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CIRRUS CAPITAL LLC CRD 288297 | Bloomfield Hills, MI | Advisory firm LLC | $170.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEST END WEALTH MANAGEMENT, LLC CRD 234791 | Denver, CO | Advisory firm LLC | $170.4M | 2 advisors | Percentage of AUM; Hourly charges | View |