Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| INFINITY 8 INVESTMENTS, LLC CRD 152180 | Cupertino, CA | Advisory firm LLC | $123.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TITAN INVESTMENT MANAGEMENT LLC CRD 291148 | Indianapolis, IN | Corporate platform LLC | $123.9M | 4 advisors | Percentage of AUM | View | |
| IOWA WEALTH MANAGEMENT, LLC CRD 286435 | West Des Moines, IA | Advisory firm LLC | $123.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AGILIS INVESTMENT MANAGEMENT LLC CRD 336358 | Wilton, CT | Corporate platform LLC | $123.8M | 4 advisors | Percentage of AUM | View | |
| TQM WEALTH PARTNERS CRD 282979 | Marblehead, MA | Advisory firm LLC | $123.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENLEAF FINANCIAL NETWORK, LLC CRD 284165 | — | Advisory firm LLC | $123.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUCHARO WEALTH CRD 329601 | Charlotte, NC | Advisory firm LLC | $123.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHUYLKILL FINANCIAL, LLC CRD 143052 | Wyomissing, PA | Advisory firm LLC | $123.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CANDIDE GROUP CRD 286086 | Oakland, CA | Corporate platform LLC | $123.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DALY INVESTMENT MANAGEMENT, LLC CRD 149980 | Mount Prospect, IL | Corporate platform LLC | $123.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IDEAL RETIREMENT SOLUTIONS CRD 333393 | Port Charlotte, FL | Advisory firm LLC | $123.5M | 4 advisors | Percentage of AUM | View | |
| ZUCKERMAN CAPITAL MANAGEMENT, LLC CRD 148549 | Los Angeles, CA | Corporate platform LLC | $123.5M | 2 advisors | Percentage of AUM | View | |
| Q2 WEALTH MANAGEMENT CRD 314932 | Lexington, KY | Advisory firm LLC | $123.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC SPECIALTY INVESTMENT GROUP, LLC CRD 282463 | Newport Beach, CA | Corporate platform LLC | $123.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPRICE CAPITAL PARTNERS, LLC CRD 307048 | CA | Advisory firm LLC | $123.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IBS CAPITAL LLC CRD 160585 | Medfield, MA | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAMARA CAPITAL CRD 336178 | Beaverton, OR | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLIANCE ASSET MANAGEMENT LLC CRD 329927 | New York, NY | Corporate platform LLC | $123.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNSTONE ADVISORS, LLC CRD 324002 | Irvine, CA | Advisory firm LLC | $122.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ENDURING WEALTH ADVISORS CRD 323320 | Temecula, CA | Advisory firm LLC | $122.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ELEVATED PRIVATE WEALTH CRD 335270 | NC | Advisory firm LLC | $122.7M | 4 advisors | Percentage of AUM | View | |
| UAK DIVERSIFIED WEALTH ADVISORS CRD 300506 | MN | Advisory firm LLC | $122.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EVERY SECURITIES LLC CRD 333167 | Sacramento, CA | Advisory firm LLC | $122.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRILLIUM INVESTMENTS CRD 300353 | Emeryville, CA | Advisory firm LLC | $122.6M | 1 advisors | Percentage of AUM | View |