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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 | |||||
|---|---|---|---|---|---|---|---|
| IMPACT FIDUCIARY LLC CRD 288345 | Pasadena, CA | Advisory firm LLC | $127.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASHWOOD ADVISORS CRD 128811 | Medfield, MA | Advisory firm LLC | $126.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELPIS CAPITAL GROUP, LLC CRD 175494 | Fishers, IN | Corporate platform LLC | $126.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DUKE FUNDING MANAGEMENT, L.L.C. CRD 117590 | Old Greenwich, CT | Advisory firm LLC | $126.9M | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| BONE FIDE WEALTH CRD 301066 | New York, NY | Advisory firm LLC | $126.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSONAL MONEY PLANNING, LLC CRD 112178 | Wichita Falls, TX | Advisory firm LLC | $126.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHADOWRIDGE ASSET MANAGEMENT, LLC CRD 162066 | Austin, TX | Corporate platform LLC | $126.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR RESOURCE GROUP, LLC CRD 304245 | Portland, OR | Corporate platform LLC | $126.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BRACKENWOOD CAPITAL MANAGEMENT, LLC CRD 135478 | Bainbridge Island, WA | Corporate platform LLC | $126.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARTESA FINANCIAL GROUP CRD 153741 | Conroe, TX | Corporate platform LLC | $126.6M | 2 advisors | Percentage of AUM | View | |
| COPPERLINE WEALTH MANAGEMENT & PLANNING CRD 335796 | Cody, WY | Advisory firm LLC | $126.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGWOOD INVESTMENT GROUP CRD 330330 | Kingwood, TX | Corporate platform LLC | $126.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTS FINANCIAL ADVISORS CRD 325930 | Mclean, VA | Advisory firm LLC | $126.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN GRYPHON ADVISORS LLC CRD 297264 | Marshfield, MA | Advisory firm LLC | $126.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLICK INVESTMENTS, LLC CRD 162976 | Columbia, SC | Advisory firm LLC | $126.5M | 3 advisors | Percentage of AUM; LICENSING FEE FOR INDEX | View | |
| IOR CRD 311647 | Clayton, MO | Advisory firm LLC | $126.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RIA WEALTH ADVISORS, LLC CRD 312072 | Round Rock, TX | Advisory firm LLC | $126.5M | 3 advisors | Percentage of AUM | View | |
| AISA INTERNATIONAL CRD 172777 | Devizes | Advisory firm LLC | $126.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL EMPOWERMENT LLC CRD 131425 | Burnsville, MN | Advisory firm LLC | $126.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PREMIER PRIVATE WEALTH MANAGEMENT, LLC CRD 331860 | Palm Harbor, FL | Advisory firm LLC | $126.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCM CAPITAL MANAGEMENT LLC CRD 337570 | Northfield, IL | Corporate platform LLC | $126.3M | 3 advisors | Percentage of AUM; FEE BASED ON BORROWED CAPITAL | View | |
| LESTE USA, LLC CRD 301289 | Miami, FL | Advisory firm LLC | $126.3M | 7 advisors | Fixed fees; Performance-based fees | View | |
| SHEPHERD STREET ADVISORS CRD 306021 | Larkspur, CA | Advisory firm LLC | $126.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRINITY INVESTMENT MANAGEMENT, LLC CRD 133873 | Fort Worth, TX | Corporate platform LLC | $126.2M | 2 advisors | Percentage of AUM; Performance-based fees | View |