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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 | |||||
|---|---|---|---|---|---|---|---|
| TWIN CITY PRIVATE WEALTH, LLC CRD 315836 | Winston-Salem, NC | Advisory firm LLC | $151.3M | 4 advisors | Percentage of AUM | View | |
| UNIFIED WEALTH MANAGEMENT LLC CRD 284553 | Oldsmar, FL | Advisory firm LLC | $151.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SUNRISE FINANCIAL SERVICES LLC CRD 325955 | Burien, WA | Advisory firm LLC | $151.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COTE FINANCIAL MANAGEMENT CRD 153088 | MA | Advisory firm LLC | $151.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OMICRON ADVISORS, LLC CRD 165250 | Lancaster, PA | Advisory firm LLC | $151.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND PORTFOLIO ADVISORS, LLC CRD 125511 | Mystic, CT | Advisory firm LLC | $151.1M | 2 advisors | Percentage of AUM | View | |
| RENAISSANCE ADVISORS CRD 175254 | Ridgeland, MS | Advisory firm LLC | $150.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CASCADE FINANCIAL STRATEGIES CRD 166610 | Bend, OR | Advisory firm LLC | $150.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARANI ASSET MANAGEMENT LLC CRD 297922 | New York, NY | Corporate platform LLC | $150.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OPUS FINANCIAL SOLUTIONS LLC CRD 282311 | Downers Grove, IL | Advisory firm LLC | $150.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARMANDALIAN FINANCIAL GROUP, LLC CRD 292458 | Westlake Village, CA | Corporate platform LLC | $150.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPER PRIVATE WEALTH CRD 333708 | Mesa, AZ | Advisory firm LLC | $150.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVISION ASSET, LLC CRD 282183 | OK | Advisory firm LLC | $150.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VERITAS WEALTH PARTNERS, LLC CRD 312247 | CA | Advisory firm LLC | $150.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIFIED INVESTMENT MANAGEMENT CRD 326056 | Atlanta, GA | Corporate platform LLC | $150.6M | 2 advisors | Percentage of AUM | View | |
| AUREUM WEALTH MANAGEMENT, LLC CRD 272027 | North Palm Beach, FL | Advisory firm LLC | $150.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTH WOODS WEALTH MANAGEMENT CRD 226575 | Buffalo, NY | Advisory firm LLC | $150.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1015 CAPITAL PARTNERS, LLC CRD 328453 | PA | Advisory firm LLC | $150.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OPTIMA CAPITAL MANAGEMENT CRD 306036 | Tempe, AZ | Corporate platform LLC | $150.3M | 4 advisors | Percentage of AUM | View | |
| TITLETOWN WEALTH MANAGEMENT, LLC CRD 307752 | Green Bay, WI | Advisory firm LLC | $150.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUERBACH INVESTMENT SERVICES, LLC CRD 290041 | Narberth, PA | Advisory firm LLC | $150.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLANTIS WEALTH ADVISORS LLC CRD 169956 | Maumee, OH | Advisory firm LLC | $150.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICOM ADVISORS, LLC CRD 156386 | — | Advisory firm LLC | $150.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MZ CAPITAL, LLC CRD 134726 | CA | Advisory firm LLC | $150.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |