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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 | |||||
|---|---|---|---|---|---|---|---|
| BONA FIDE WEALTH CRD 330982 | TX | Advisory firm LLC | $144.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PALADINO WEALTH CRD 307799 | Montgomery, TX | Advisory firm LLC | $144.1M | 2 advisors | Percentage of AUM | View | |
| SHELTER WEALTH STRATEGIES, LLC CRD 170655 | Houston, TX | Advisory firm LLC | $144.1M | 8 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SUMMA GLOBAL ADVISORS, LLC CRD 148713 | Clackamas, OR | Advisory firm LLC | $144.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VAN DIEST CAPITAL CRD 334743 | Polk City, IA | Advisory firm LLC | $144.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE LANE CAPITAL, LLC CRD 124999 | — | Advisory firm LLC | $144.1M | 1 advisors | Percentage of AUM | View | |
| TACTIVEST, LLC CRD 173309 | AZ | Advisory firm LLC | $144.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PMG FAMILY OFFICE, LLC CRD 312154 | Plano, TX | Advisory firm LLC | $144.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERVIEW WEALTH ADVISORS, LLC CRD 173260 | Pittsburgh, PA | Advisory firm LLC | $144.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | South Bend, IN | Advisory firm LLC | $143.9M | 2 advisors | Percentage of AUM | View | |
| VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC CRD 287809 | Wayne, PA | Corporate platform LLC | $143.9M | 3 advisors | Percentage of AUM | View | |
| DAVIDOV FINANCIAL COACHING, LLC CRD 166794 | New Hyde Park, NY | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORE WEALTH ADVISORS CRD 157436 | Indianapolis, IN | Advisory firm LLC | $143.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AQUA CAPITAL ADVISORS CRD 151887 | Los Angeles, CA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHASTAIN WEALTH MANAGEMENT CRD 285551 | GA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORTELIUS CAPITAL PARTNERS CRD 138284 | New York, NY | Advisory firm LLC | $143.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARISTA ADVISORY GROUP, LLC CRD 285722 | Albany, NY | Corporate platform LLC | $143.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCORE ADVISORS, LLC CRD 289037 | Newport Beach, CA | Advisory firm LLC | $143.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOG CITY ADVISORS, LLC CRD 321822 | Albany, CA | Advisory firm LLC | $143.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MLG FUND MANAGER LLC CRD 335692 | Brookfield, WI | Advisory firm LLC | $143.6M | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GSV ASSET MANAGEMENT, LLC CRD 154664 | Dallas, TX | Corporate platform LLC | $143.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ETNA CAPITAL CRD 330644 | Hong Kong | Advisory firm LLC | $143.3M | 5 advisors | Percentage of AUM; INVESTMENT RESEARCH SERVICES | View | |
| LYNCH INVESTMENT PLANNING, LLC CRD 115956 | Newtown Square, PA | Advisory firm LLC | $143.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MARTINSEN WEALTH MANAGEMENT CRD 332433 | Tempe, AZ | Advisory firm LLC | $143.2M | 7 advisors | Percentage of AUM | View |