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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 | |||||
|---|---|---|---|---|---|---|---|
| CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | Johnstown, CO | Advisory firm LLC | $139.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEMMA FINANCIAL SERVICES CRD 284198 | Baltimore, MD | Advisory firm LLC | $139.8M | 5 advisors | Percentage of AUM | View | |
| FAIRVIEW CONSTITUTION MANAGEMENT IV LLC CRD 159304 | West Hartford, CT | Advisory firm LLC | $139.8M | 12 advisors | Percentage of AUM | View | |
| TONKA CAPITAL PARTNERS, LLC CRD 298336 | Minnetonka, MN | Advisory firm LLC | $139.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY PCG, LLC CRD 283909 | Newport, CA | Advisory firm LLC | $139.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OMEGA CAPITAL MANAGEMENT, LLC CRD 129167 | Flanders, NJ | Corporate platform LLC | $139.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IMPERITY WEALTH ALLIANCE LLC CRD 339113 | Melville, NY | Advisory firm LLC | $139.7M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROSS WEALTH ADVISORS, LLC CRD 304359 | Columbus, OH | Advisory firm LLC | $139.7M | 2 advisors | Percentage of AUM | View | |
| CONTRARY LEGACY LLC CRD 325014 | CA | Advisory firm LLC | $139.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SIKORSKI WEALTH MANAGEMENT, LLC CRD 312805 | San Diego, CA | Advisory firm LLC | $139.6M | 3 advisors | Percentage of AUM | View | |
| CLARITY RETIREMENT & WEALTH, LLC CRD 337718 | New Bedford, MA | Advisory firm LLC | $139.5M | 2 advisors | Percentage of AUM | View | |
| ALTERIS CAPITAL PARTNERS, LLC CRD 335079 | Houston, TX | Advisory firm LLC | $139.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TEZA CAPITAL MANAGEMENT LLC CRD 173124 | Chicago, IL | Corporate platform LLC | $139.5M | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| BRAESIDE INVESTMENTS, LLC CRD 131184 | Dallas, TX | Advisory firm LLC | $139.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BEYOND WEALTH MANAGEMENT GROUP, LLC CRD 293291 | New Paltz, NY | Corporate platform LLC | $139.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNOWBALL WEALTH MANAGEMENT CRD 137419 | Boulder, CO | Advisory firm LLC | $139.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC CRD 162673 | Dallas, TX | Advisory firm LLC | $139.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANE GENERATIONAL LLC CRD 309619 | CA | Advisory firm LLC | $139.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RAVEN CAPITAL MANAGEMENT LLC CRD 164755 | New York, NY | Corporate platform LLC | $139.3M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY FINANCIAL ADVISORS CRD 309156 | GA | Advisory firm LLC | $139.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAND ADVISORS, LLC CRD 172839 | NY | Advisory firm LLC | $139.0M | 1 advisors | Percentage of AUM | View | |
| STONEBRIAR WEALTH, LLC CRD 327618 | Lehi, UT | Advisory firm LLC | $139.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY TWENTY INVESTMENT ADVISORS, LLC CRD 128086 | CA | Advisory firm LLC | $139.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| GUNDER WEALTH MANAGEMENT, LLC CRD 301258 | IL | Advisory firm LLC | $139.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |