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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.

FeesReputationProfile
STRONGTOWER WEALTH MANAGEMENT, PLC

CRD 292882

Hot Springs, AR

Advisory firm

LLC

$125.0M5 advisorsPercentage of AUM; Fixed feesView
TRULY UNBIASED LLC

CRD 322989

Advisory firm

LLC

$125.0M1 advisorsHourly charges; Fixed feesView
TIDEHAVEN WEALTH, LLC

CRD 281814

Mount Pleasant, SC

Advisory firm

LLC

$125.0M2 advisorsPercentage of AUM · Hourly charges +1 moreView
MASTERPIECE CAPITAL, LLC

CRD 290075

Austin, TX

Advisory firm

LLC

$124.9M1 advisorsPercentage of AUM; Fixed feesView
DAKOTA INVESTMENTS, LLC

CRD 290284

Bryn Mawr, PA

Advisory firm

LLC

$124.8M3 advisorsPercentage of AUMView
AXIOM WEALTH STRATEGIES, LLC

CRD 313124

Bend, OR

Advisory firm

LLC

$124.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
NGP FINANCIAL PLANNING, LLC

CRD 310443

AZ

Advisory firm

LLC

$124.7M1 advisorsPercentage of AUMView
FORTIS PRIVATE WEALTH ADVISORS, LLC

CRD 304494

Miami, FL

Advisory firm

LLC

$124.4M1 advisorsPercentage of AUMView
STREAMSONG ADVISORS, LLC

CRD 168250

Grand Rapids, MI

Advisory firm

LLC

$124.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
CORAL WEALTH MANAGEMENT, LLC

CRD 307117

Miami, FL

Advisory firm

LLC

$124.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
RILEX CAPITAL LLC

CRD 309783

Manasquan, NJ

Advisory firm

LLC

$124.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
APO FINANCIAL SERVICES, LLC

CRD 297647

Westminster, CO

Advisory firm

LLC

$124.3M7 advisorsPercentage of AUM · Hourly charges +1 moreView
WATKINSON CAPITAL ADVISORS LLC

CRD 151862

Berwyn, PA

Advisory firm

LLC

$124.2M3 advisorsPercentage of AUMView
WHITE OAK WEALTH MANAGEMENT

CRD 299021

Columbia, MD

Advisory firm

LLC

$124.2M2 advisorsPercentage of AUM; Hourly chargesView
ROYAL PALMS CAPITAL, LLC

CRD 135304

CA

Advisory firm

LLC

$124.2M1 advisorsPercentage of AUM · Hourly charges +1 moreView
MERRYFIELD BARNES, LLC

CRD 159862

Ithaca, NY

Advisory firm

LLC

$124.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CARDEA CAPITAL ADVISORS, LLC

CRD 307600

Vero Beach, FL

Advisory firm

LLC

$124.2M4 advisorsPercentage of AUM; Fixed feesView
EMERGENT CAPITAL ADVISORS, LLC

CRD 156112

Houston, TX

Advisory firm

LLC

$124.1M4 advisorsPercentage of AUM; Performance-based feesView
T.R.U.E. COASTAL CAPITAL, LLC

CRD 281556

Savannah, GA

Advisory firm

LLC

$124.1M2 advisorsPercentage of AUMView
JMH WEALTH MANAGEMENT, LLC

CRD 139294

Hanover, NH

Advisory firm

LLC

$124.1M2 advisorsPercentage of AUMView
PETERSON FINANCIAL SERVICES LLC

CRD 106127

Denver, CO

Advisory firm

LLC

$124.0M1 advisorsPercentage of AUM; Hourly chargesView
BROOKLAWN CAPITAL ADVISORS

CRD 287796

New York, NY

Advisory firm

LLC

$124.0M1 advisorsFixed feesView
SURIENCE PRIVATE WEALTH LLC

CRD 313055

Yakima, WA

Advisory firm

LLC

$124.0M2 advisorsPercentage of AUM; Hourly chargesView
ABRIDGE PARTNERS, LLC

CRD 145247

AZ

Advisory firm

LLC

$124.0M2 advisorsPercentage of AUM · Hourly charges +2 moreView
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