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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 | |||||
|---|---|---|---|---|---|---|---|
| SAFE HARBOR WEALTH ADVISORS, LLC CRD 284613 | Dublin, OH | Advisory firm LLC | $167.2M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CATALYST WEALTH ADVISORS LLC CRD 297503 | Newport Beach, CA | Advisory firm LLC | $167.2M | 1 advisors | Percentage of AUM | View | |
| ARMORY CAPITAL MANAGEMENT, LLC CRD 149008 | Syracuse, NY | Corporate platform LLC | $167.1M | 2 advisors | Percentage of AUM | View | |
| TRG INVESTMENT ADVISORS, LLC CRD 315629 | Denver, CO | Advisory firm LLC | $167.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SCHLINDWEIN ASSOCIATES LLC CRD 109132 | Dallas, TX | Advisory firm LLC | $167.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERISSOS PRIVATE WEALTH MANAGEMENT CRD 217514 | Bethany, OK | Advisory firm LLC | $167.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD VINE CAPITAL CRD 305172 | — | Advisory firm LLC | $167.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENBELT INVESTMENT ADVISORS, LLC CRD 155704 | Round Rock, TX | Advisory firm LLC | $167.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAS FINANCIAL ADVISORS, LLC. CRD 288015 | San Francisco, CA | Advisory firm LLC | $167.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL MANAGEMENT LLC CRD 140967 | Burlington, MA | Advisory firm LLC | $167.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALDEBARAN CAPITAL, LLC CRD 122360 | Carmel, IN | Advisory firm LLC | $166.9M | 2 advisors | Percentage of AUM | View | |
| 8TH STREET INVESTMENTS, LLC CRD 148727 | Alexandria, VA | Advisory firm LLC | $166.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDONNELL CAPITAL MANAGEMENT CRD 164252 | Frankfort, IL | Corporate platform LLC | $166.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPIC FUNDS CRD 311425 | Manhattan Beach, CA | Advisory firm LLC | $166.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYBOUND WEALTH USA CRD 313358 | Houston, TX | Advisory firm LLC | $166.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER STREET INVESTMENT ADVISORS LLC CRD 145334 | Apex, NC | Advisory firm LLC | $166.4M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CONWAY PARTNERS CRD 319013 | CA | Advisory firm LLC | $166.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TR CAPITAL MANAGEMENT, LLC CRD 164268 | Rockville Centre, NY | Corporate platform LLC | $166.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT LAKES WEALTH, LLC CRD 282362 | Northville, MI | Advisory firm LLC | $166.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT RESOURCES, LLC CRD 151889 | Auburn Hills, MI | Advisory firm LLC | $166.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARTICIPANT CAPITAL CRD 304859 | Miami, FL | Advisory firm LLC | $166.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRONG RETIREMENT SOLUTIONS CRD 335968 | IL | Advisory firm LLC | $166.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| V29 CAPITAL MANAGEMENT, LLC CRD 338081 | — | Corporate platform LLC | $166.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCHOR HEALTH CAPITAL, LLC CRD 309949 | Chattanooga, TN | Advisory firm LLC | $166.0M | 5 advisors | Percentage of AUM; Performance-based fees | View |