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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 | |||||
|---|---|---|---|---|---|---|---|
| CLEARPATH CAPITAL PARTNERS LLC CRD 111756 | Menlo Park, CA | Advisory firm LLC | $161.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAGUNA WEALTH ADVISORS, LLC CRD 167847 | AZ | Advisory firm LLC | $161.2M | 4 advisors | Percentage of AUM | View | |
| TFS ADVISORS, LLC CRD 167653 | Edmonds, WA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIEBEN WEALTH PLANNING LLC CRD 315368 | CA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BARNETT CAPITAL ADVISORS LLC CRD 159113 | Miami, FL | Advisory firm LLC | $161.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOREST ROAD ASSET MANAGEMENT LLC CRD 315600 | Los Angeles, CA | Corporate platform LLC | $161.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPRIA VENTURES LLC CRD 284129 | Seattle, WA | Advisory firm LLC | $161.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THISTLE CREEK CAPITAL, LLC CRD 331449 | Lehi, UT | Advisory firm LLC | $161.0M | 6 advisors | Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES) | View | |
| LAUER WEALTH MANAGEMENT CRD 289763 | Valparaiso, IN | Advisory firm LLC | $160.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLAXIS CAPITAL MANAGEMENT, LLC CRD 134227 | Sarasota, FL | Corporate platform LLC | $160.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CYWP FUND CRD 337234 | Boca Raton, FL | Advisory firm LLC | $160.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEWARD ADVISORS, LLC CRD 156331 | Chicago, IL | Advisory firm LLC | $160.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTINWRIGHT ADVISORY, LLC CRD 338634 | Atlanta, GA | Advisory firm LLC | $160.7M | 5 advisors | Percentage of AUM; CONSULTING | View | |
| BOUNTIFUL INVESTMENT MANAGEMENT LLC CRD 281437 | Rumford, RI | Corporate platform LLC | $160.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KROPOG FINANCIAL GROUP, LLC CRD 282747 | Mandeville, LA | Corporate platform LLC | $160.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITT FINANCIAL GROUP, LLC CRD 156462 | Crossville, TN | Corporate platform LLC | $160.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHERMAN WEALTH MANAGEMENT LLC CRD 281093 | Gaithersburg, MD | Advisory firm LLC | $160.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLAIRMONT CAPITAL GROUP, LLC CRD 313639 | Los Angeles, CA | Corporate platform LLC | $160.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIFTH SET PRIVATE WEALTH MANAGEMENT LLC CRD 159118 | NJ | Advisory firm LLC | $160.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M3 WEALTH MANAGEMENT CRD 335612 | North Royalton, OH | Advisory firm LLC | $160.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CITY CENTER ADVISORS, LLC CRD 203513 | Troy, MI | Advisory firm LLC | $160.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARDING FINANCIAL GROUP CRD 135731 | Westerville, OH | Corporate platform LLC | $160.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBOR PRIVATE WEALTH, LLC CRD 315812 | Ashburn, VA | Advisory firm LLC | $160.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PENDLETON FINANCIAL WEALTH MANAGEMENT CRD 325303 | Raleigh, NC | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM; Fixed fees | View |