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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 | |||||
|---|---|---|---|---|---|---|---|
| RETIREMENT INCOME STRATEGIES, LLC CRD 318052 | Evansville, WI | Advisory firm LLC | $159.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAYSTREET PARTNERS CRD 334967 | San Antonio, TX | Advisory firm LLC | $159.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PLUS GROUP WEALTH ADVISORS, LLC CRD 300714 | Belgium, WI | Corporate platform LLC | $158.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHOENICIAN CAPITAL LLC CRD 286033 | New York, NY | Advisory firm LLC | $158.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SCG ASSET MANAGEMENT LLC CRD 311843 | Naperville, IL | Corporate platform LLC | $158.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALTAR ROCK CRD 326868 | CA | Advisory firm LLC | $158.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE FINANCIAL MANAGEMENT LLC CRD 313167 | CA | Advisory firm LLC | $158.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VENTANA PRIVATE WEALTH LLC CRD 311878 | Denver, CO | Advisory firm LLC | $158.6M | 2 advisors | Percentage of AUM | View | |
| NITOR CAPITAL MANAGEMENT CRD 173067 | Englewood Cliffs, NJ | Corporate platform LLC | $158.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISORY ADVOCATES LLC CRD 284100 | Grand Rapids, MI | Advisory firm LLC | $158.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| STARR-MATHEWS FINANCIAL, LLC CRD 166199 | Calhoun, GA | Advisory firm LLC | $158.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SONOMA PRIVATE WEALTH LLC CRD 308547 | Novato, CA | Advisory firm LLC | $158.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEANTOWN FINANCIAL ADVISORS LLC CRD 134637 | MA | Advisory firm LLC | $158.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZERMATT WEALTH PARTNERS CRD 105736 | San Diego, CA | Advisory firm LLC | $158.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHERER FINANCIAL ADVISORY SERVICES, LLC CRD 317435 | Dallas, TX | Advisory firm LLC | $158.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BPC ADVISORS LLC CRD 284429 | East Syracuse, NY | Advisory firm LLC | $158.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIM ADVISORS, LLC CRD 325125 | Raleigh, NC | Advisory firm LLC | $158.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAETZ WEALTH CRD 317857 | Jenison, MI | Advisory firm LLC | $158.2M | 3 advisors | Percentage of AUM | View | |
| THE EIDEARD GROUP, LLC CRD 139834 | Bedford, NH | Corporate platform LLC | $158.1M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| H PARTNERS MANAGEMENT LLC CRD 161041 | New York, NY | Advisory firm LLC | $158.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FONTE FINANCIAL ADVISORS CRD 311162 | Carlsbad, CA | Advisory firm LLC | $158.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PERSPECTIVE WEALTH ADVISORS CRD 332574 | Loveland, CO | Advisory firm LLC | $158.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAL FINANCIAL PLANNING LLC CRD 148097 | IL | Advisory firm LLC | $158.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| M2 CAPITAL ADVISORS CRD 288829 | Valencia, CA | Advisory firm LLC | $158.0M | 6 advisors | Percentage of AUM | View |