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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 | |||||
|---|---|---|---|---|---|---|---|
| STERLING BRIDGE FINANCIAL GROUP LLC CRD 304409 | Palm Harbor, FL | Corporate platform LLC | $131.1M | 4 advisors | Percentage of AUM | View | |
| FRISCO FINANCIAL PLANNING CRD 132585 | TX | Advisory firm LLC | $131.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RONIN EQUITY PARTNERS LLC CRD 310679 | New York, NY | Advisory firm LLC | $131.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON WEALTH MANAGEMENT, LLC CRD 340724 | Lyndhurst, OH | Advisory firm LLC | $131.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC CRD 312022 | — | Advisory firm LLC | $131.0M | 7 advisors | Percentage of AUM | View | |
| CRESCENT CITY RETIREMENT GROUP CRD 146666 | Metairie, LA | Corporate platform LLC | $130.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAN CAPITAL MANAGEMENT LLC CRD 146110 | New York, NY | Corporate platform LLC | $130.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OPEN SOURCE INVESTMENTS, LLC CRD 287501 | LA | Advisory firm LLC | $130.7M | 2 advisors | Percentage of AUM | View | |
| FIRST GROWTH CAPITAL LLC CRD 305958 | MD | Advisory firm LLC | $130.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LINCOLN DOUGLAS INVESTMENTS, LLC CRD 155578 | Mount Vernon, OH | Advisory firm LLC | $130.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGEMY WEALTH ADVISORS, LLC CRD 218512 | Dever, CO | Advisory firm LLC | $130.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JCN FINANCIAL & TAX ADVISORY GROUP, LLC CRD 174358 | Baton Rouge, LA | Corporate platform LLC | $130.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUILIBRIA WEALTH MANAGEMENT, LLC CRD 311785 | Katy, TX | Advisory firm LLC | $130.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MESSMER CAPITAL ADVISORS LLC CRD 305387 | Milford, OH | Advisory firm LLC | $130.4M | 2 advisors | Percentage of AUM | View | |
| JONES FIDUCIARY WEALTH MANAGEMENT LLC CRD 311956 | — | Advisory firm LLC | $130.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAKVALLEY WEALTH, LLC CRD 165542 | Roanoke, VA | Advisory firm LLC | $130.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| APPLIED FINANCIAL WISDOM CRD 164428 | Rapid City, SD | Advisory firm LLC | $130.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBUS CAPITAL MANAGEMENT, LLC CRD 148709 | NY | Corporate platform LLC | $130.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTGOMERY CAPITAL ADVISORS LLC CRD 138148 | New York, NY | Advisory firm LLC | $130.1M | 2 advisors | Percentage of AUM | View | |
| SOLIST FINANCIAL CRD 329317 | Tampa, FL | Advisory firm LLC | $130.1M | 1 advisors | Percentage of AUM | View | |
| WISE WEALTH MANAGEMENT, LLC CRD 133614 | New York, NY | Advisory firm LLC | $130.1M | 2 advisors | Percentage of AUM | View | |
| VERSATILE CAPITAL MANAGEMENT L.L.C. CRD 173611 | Chicago, IL | Corporate platform LLC | $130.1M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| AAN WEALTH ADVISORS LLC CRD 300652 | Canton, OH | Advisory firm LLC | $130.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL AURORA, LLC. CRD 260786 | Austin, TX | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM; Fixed fees | View |