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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 | |||||
|---|---|---|---|---|---|---|---|
| TRIPLETAIL WEALTH MANAGEMENT CRD 318781 | Orlando, FL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM | View | |
| CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC CRD 337758 | Tuscaloosa, AL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PMV CAPITAL ADVISERS, LLC CRD 308010 | Dallas, TX | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM | View | |
| JGC TAX & WEALTH MANAGEMENT CRD 165770 | Salem, OR | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHMARK, LLC CRD 144948 | Bellingham, WA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCHMITZ CAPITAL PARTNERS, LLC CRD 105702 | Mill Valley, CA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE LINE CAPITAL CRD 304024 | Chicago, IL | Advisory firm LLC | $131.9M | 7 advisors | Percentage of AUM | View | |
| ACP INVESTMENT MANAGEMENT CRD 338484 | Kailua-Kona, HI | Corporate platform LLC | $131.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPER WEALTH CRD 336499 | Tallahassee, FL | Advisory firm LLC | $131.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAMINAR WEALTH LLC CRD 167867 | Clayton, MO | Advisory firm LLC | $131.8M | 2 advisors | Fixed fees | View | |
| RDG CAPITAL MANAGEMENT LLC CRD 329749 | Pittsford, NY | Corporate platform LLC | $131.8M | 2 advisors | Percentage of AUM | View | |
| NEST EGG CRD 286024 | Conshohocken, PA | Advisory firm LLC | $131.7M | 9 advisors | Percentage of AUM | View | |
| PTS BROKERAGE, LLC CRD 119307 | Mt. Laurel, NJ | Advisory firm LLC | $131.7M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEPLITZ FINANCIAL GROUP LLC CRD 122038 | Old Bridge, NJ | Corporate platform LLC | $131.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LMPG WEALTH ADVISORS, LLC CRD 328251 | Miami, FL | Advisory firm LLC | $131.7M | 2 advisors | Percentage of AUM | View | |
| THE BREIT GROUP CRD 335020 | Wrightsville Beach, NC | Corporate platform LLC | $131.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC CRD 159018 | Seattle, WA | Advisory firm LLC | $131.6M | 1 advisors | Percentage of AUM | View | |
| AWR INVESTMENT MANAGEMENT, LLC CRD 118538 | San Rafael, CA | Corporate platform LLC | $131.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BENCHMARK FINANCIAL, LLC CRD 297443 | Wilmington, DE | Advisory firm LLC | $131.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINX PARTNERS, LLC CRD 158607 | Atlanta, GA | Advisory firm LLC | $131.4M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC CRD 174670 | Tampa, FL | Advisory firm LLC | $131.3M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LAYLINE ADVISORS CRD 285136 | Rochester, NY | Advisory firm LLC | $131.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SEATTLE WEALTH MANAGEMENT LLC CRD 285877 | Seattle, WA | Advisory firm LLC | $131.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC CRD 109013 | Providence, RI | Advisory firm LLC | $131.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |