Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| DIMENSIONS WEALTH MANAGEMENT, LLC CRD 298928 | Roseville, CA | Advisory firm LLC | $152.1M | 1 advisors | Percentage of AUM | View | |
| ROAN CAPITAL PARTNERS CRD 293119 | Johnson City, TN | Advisory firm LLC | $152.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TERRA WEALTH CRD 320643 | High Point, NC | Advisory firm LLC | $152.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHROME ADVISORS CRD 311539 | San Francisco, CA | Advisory firm LLC | $152.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY WEALTH COUNSEL, LLC CRD 171959 | Loveland, OH | Advisory firm LLC | $151.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO MANAGEMENT, LLC CRD 107129 | Austin, TX | Advisory firm LLC | $151.9M | 3 advisors | Percentage of AUM | View | |
| APPLE TREE ASSET MANAGEMENT, LLC CRD 298437 | Fort Wayne, IN | Corporate platform LLC | $151.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENCE WEALTH MANAGEMENT LLC CRD 144902 | Knoxville, TN | Advisory firm LLC | $151.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DELTA WEALTH ADVISORS LLC CRD 310504 | IL | Advisory firm LLC | $151.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LCR WEALTH MANAGEMENT LLC CRD 313013 | Westport, CT | Advisory firm LLC | $151.8M | 2 advisors | Percentage of AUM | View | |
| SHEFFIELD ASSET MANAGEMENT, L.L.C. CRD 137065 | Chicago, IL | Corporate platform LLC | $151.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | Lancaster, PA | Advisory firm LLC | $151.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FPFOCO CRD 283890 | Fort Collins, CO | Advisory firm LLC | $151.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED WEALTH STRATEGIES, LLC CRD 155254 | Austin, TX | Advisory firm LLC | $151.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKETDESK INDICES LLC CRD 323393 | MO | Advisory firm LLC | $151.6M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| BARTLEY FINANCIAL ADVISORS, LLC CRD 124293 | Bedford, NH | Advisory firm LLC | $151.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED CRANE WEALTH MANAGEMENT, LLC CRD 284006 | Palo Alto, CA | Advisory firm LLC | $151.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIGHT INVESTMENTS, LLC CRD 269955 | Auburn, AL | Advisory firm LLC | $151.5M | 5 advisors | Percentage of AUM | View | |
| TRUE WEALTH GROUP CRD 332426 | Bend, OR | Corporate platform LLC | $151.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GREENWAY FINANCIAL, LLC CRD 288864 | Farmington Hills, MI | Advisory firm LLC | $151.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEO FUND SERVICES, LLC CRD 163259 | Edison, NJ | Advisory firm LLC | $151.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REDWOOD GROVE WEALTH MANAGEMENT CRD 150667 | San Rafael, CA | Advisory firm LLC | $151.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEABORN FINANCIAL, LLC CRD 159073 | MD | Advisory firm LLC | $151.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVEXITAS CRD 315145 | Chicago, IL | Advisory firm LLC | $151.3M | 2 advisors | Percentage of AUM | View |