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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 | |||||
|---|---|---|---|---|---|---|---|
| LIFEPLAN FINANCIAL, LLC CRD 136981 | Mankato, MN | Advisory firm LLC | $141.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLEMENT STREET CAPITAL LLC CRD 159684 | Downers Grove, IL | Advisory firm LLC | $141.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIBERTY ASSET MANAGEMENT CRD 142094 | Allentown, PA | Corporate platform LLC | $141.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STABILITY PARTNERS ADVISORY GROUP, LLC CRD 165880 | Spring, TX | Corporate platform LLC | $140.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IMMACULATE WEALTH MANAGEMENT, LLC CRD 167657 | Mesa, AZ | Advisory firm LLC | $140.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERTIS WEALTH, LLC CRD 307270 | Chicago, IL | Advisory firm LLC | $140.7M | 6 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| RSG INVESTMENTS LLC CRD 323527 | Overland Park, KS | Advisory firm LLC | $140.5M | 6 advisors | Percentage of AUM | View | |
| ACTITRUST WEALTH MANAGEMENT LLC CRD 284827 | Plantation, FL | Advisory firm LLC | $140.5M | 6 advisors | Percentage of AUM | View | |
| STEELE STREET CAPITAL LLC CRD 331520 | Kittery, ME | Advisory firm LLC | $140.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN FIRST WEALTH LLC CRD 289185 | CA | Advisory firm LLC | $140.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MWM WEALTH ADVISORY, LLC CRD 287705 | Plymouth, MN | Advisory firm LLC | $140.3M | 1 advisors | Percentage of AUM | View | |
| MICROVEST CAPITAL MANAGEMENT CRD 153395 | Washington, DC | Corporate platform LLC | $140.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLASSBEAD CAPITAL MANAGEMENT LLC CRD 298816 | Miami Beach, FL | Corporate platform LLC | $140.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OLIVE BRANCH CAPITAL, LLC CRD 302094 | LA | Advisory firm LLC | $140.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVIOR WEALTH CRD 299178 | Wellesley, MA | Advisory firm LLC | $140.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC CRD 336266 | Chicago, IL | Advisory firm LLC | $140.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HOYA CAPITAL REAL ESTATE, LLC CRD 281848 | Rowayton, CT | Advisory firm LLC | $140.1M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| QM ADVISORS LLC CRD 297438 | GA | Advisory firm LLC | $140.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSMAN WEALTH MANAGEMENT, LLC CRD 290550 | Redlands, CA | Advisory firm LLC | $140.1M | 1 advisors | Percentage of AUM | View | |
| FLAGSHIP INVESTMENT MANAGEMENT LLC CRD 332788 | Houston, TX | Corporate platform LLC | $140.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | Cedar City, UT | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View | |
| CHIPSER WEALTH MANAGEMENT, LLC CRD 306396 | Destin, FL | Advisory firm LLC | $140.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLIVEDEN CAPITAL MANAGEMENT, LLC CRD 168725 | — | Corporate platform LLC | $140.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTIS PORTFOLIO SOLUTIONS, LLC CRD 314886 | Chicago, IL | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View |