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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 | |||||
|---|---|---|---|---|---|---|---|
| STONEBRIDGE WEALTH MANAGEMENT, LLC CRD 146775 | Frisco, TX | Advisory firm LLC | $134.6M | 1 advisors | Percentage of AUM | View | |
| SOUNDPATH RETIREMENT STRATEGIES, LLC CRD 315590 | Bellevue, WA | Advisory firm LLC | $134.5M | 4 advisors | Hourly charges; Fixed fees | View | |
| ALMEGA WEALTH MANAGEMENT CRD 316840 | Scottsdale, AZ | Advisory firm LLC | $134.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIM CAPITAL SA MANAGEMENT, LLC CRD 306166 | Los Angeles, CA | Advisory firm LLC | $134.2M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBINGER CAPITAL PARTNERS LLC CRD 160538 | New York, NY | Advisory firm LLC | $134.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WAVE WEALTH MANAGEMENT, LLC CRD 285079 | Frisco, TX | Advisory firm LLC | $134.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RELIANCE WEALTH MANAGEMENT CRD 332415 | San Antonio, TX | Advisory firm LLC | $134.2M | 5 advisors | Percentage of AUM | View | |
| EQUILIBRIUM VENTURES, LLC CRD 309164 | New York, NY | Advisory firm LLC | $134.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMER STREET CAPITAL PARTNERS, LLC CRD 161009 | NY | Advisory firm LLC | $134.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHARTER PRIVATE CAPITAL MANAGEMENT, LLC CRD 155417 | Grand Rapids, MI | Corporate platform LLC | $134.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TUMOLO WEALTH MANAGEMENT LLC CRD 330567 | East Lyme, CT | Advisory firm LLC | $134.0M | 4 advisors | Percentage of AUM | View | |
| STONE ISLAND FINANCIAL PLANNING CRD 146765 | Naperville, IL | Advisory firm LLC | $134.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRIO WEALTH MANAGEMENT, LLC CRD 328042 | Great Falls, VA | Advisory firm LLC | $134.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEWIS FINANCIAL, LLC CRD 170324 | San Luis Obispo, CA | Advisory firm LLC | $133.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| HUDSON OAK WEALTH ADVISORY LLC CRD 300218 | Hoboken, NJ | Advisory firm LLC | $133.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARETE WEALTH STRATEGISTS CRD 167297 | Brisbane, CA | Advisory firm LLC | $133.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMA WEALTH ADVISORS CRD 324199 | Greenwood Village, CO | Advisory firm LLC | $133.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DBD RETIREMENT AND FINANCIAL SERVICES CRD 328239 | VA | Advisory firm LLC | $133.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RECHTER WEALTH MANAGEMENT, LLC CRD 125254 | VA | Advisory firm LLC | $133.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELM CAPITAL MANAGEMENT LLC CRD 294012 | Pittsburgh, PA | Corporate platform LLC | $133.4M | 6 advisors | Percentage of AUM; PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE | View | |
| BLUE JEAN FINANCIAL LLC CRD 331138 | Albany, NY | Advisory firm LLC | $133.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| COURANT INVESTMENT MANAGEMENT LLC CRD 153865 | TN | Corporate platform LLC | $133.3M | 1 advisors | Performance-based fees | View | |
| HAYES WEALTH ADVISORS, LLC CRD 299807 | CA | Advisory firm LLC | $133.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIFECAPITAL PARTNERS LLC CRD 337455 | New York, NY | Advisory firm LLC | $133.2M | 3 advisors | Percentage of AUM; Hourly charges | View |