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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC PORTFOLIO SOLUTIONS, LLC CRD 156374 | Dallas, TX | Advisory firm LLC | $136.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HORIZON CAPITAL MANAGEMENT, LLC CRD 132113 | Lake Forest, IL | Corporate platform LLC | $136.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FITHIAN LLC CRD 287509 | New York, NY | Advisory firm LLC | $136.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | Statesville, NC | Advisory firm LLC | $136.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PARADIGM ADVISORS, LLC CRD 114515 | Dallas, TX | Advisory firm LLC | $136.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHRISE FINANCIAL PLANNING, LLC CRD 283764 | Carlsbad, CA | Advisory firm LLC | $136.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BARRIER CAPITAL MANAGEMENT, LLC CRD 312294 | San Francisco, CA | Corporate platform LLC | $136.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 15 EQUITY CRD 310628 | Santa Barbara, CA | Advisory firm LLC | $135.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A J FELDMAN FINANCIAL, LLC CRD 154773 | IL | Advisory firm LLC | $135.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KASSIRA WEALTH MANAGEMENT, LLC CRD 165070 | CO | Advisory firm LLC | $135.9M | 2 advisors | Percentage of AUM | View | |
| MCMAHAN CAPITAL MANAGEMENT CRD 109140 | Carmel, IN | Corporate platform LLC | $135.9M | 2 advisors | Percentage of AUM | View | |
| LANDMARK WEALTH ADVISORS, LLC CRD 166989 | Farmington, UT | Advisory firm LLC | $135.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1N CAPITAL, LLC CRD 309502 | CA | Advisory firm LLC | $135.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | Salt Lake City, UT | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM | View | |
| LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | Old Greenwich, CT | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL MANAGEMENT ASSOCIATES, LLC CRD 327502 | Windham, NH | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMA CAPITAL CRD 119576 | Naples, FL | Advisory firm LLC | $135.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EAST ROCK FINANCIAL SERVICES, LLC CRD 147949 | CA | Advisory firm LLC | $135.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT PORTFOLIOS, LLC CRD 288605 | Lee'S Summit, MO | Advisory firm LLC | $135.7M | 2 advisors | Percentage of AUM | View | |
| FR FINANCIAL ADVISORS LLC CRD 135980 | Coral Springs, FL | Advisory firm LLC | $135.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOT CREEK CAPITAL, L.L.C. CRD 162371 | Kirkland, WA | Advisory firm LLC | $135.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HEPWORTH EQUITY PARTNERS, LLC CRD 145774 | MA | Advisory firm LLC | $135.6M | 2 advisors | Percentage of AUM | View | |
| MORNINGSIDE ASSET MANAGEMENT CRD 268789 | Wilmington, DE | Corporate platform LLC | $135.6M | 4 advisors | Percentage of AUM | View | |
| CASSILLY FINANCIAL CRD 300672 | Severna Park, MD | Advisory firm LLC | $135.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |