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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 | |||||
|---|---|---|---|---|---|---|---|
| BH ASSET MANAGEMENT, LLC CRD 152117 | New York, NY | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| GEORGIA ADVISORY GROUP LLC CRD 306815 | Alpharetta, GA | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| HUMILIS INVESTMENT STRATEGIES, LLC CRD 338310 | FL | Advisory firm LLC | $117.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WURZ FINANCIAL SERVICES, LLC CRD 331608 | Holland, OH | Advisory firm LLC | $117.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENLINE WEALTH MANAGEMENT CRD 298397 | Boca Raton, FL | Advisory firm LLC | $117.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNI FINANCIAL LLC CRD 314670 | Madison, WI | Advisory firm LLC | $116.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEIRLOOM INVESTMENT MANAGEMENT LLC CRD 281357 | — | Corporate platform LLC | $116.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITWELL ADVISORS CRD 331958 | CA | Advisory firm LLC | $116.8M | 6 advisors | Percentage of AUM | View | |
| ALLPOINT FINANCIAL GROUP CRD 301028 | Petaluma, CA | Corporate platform LLC | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT MANAGERS GROUP, LLC CRD 164203 | Temecula, CA | Corporate platform LLC | $116.8M | 2 advisors | Percentage of AUM | View | |
| MGFS PRIVATE WEALTH, LLC CRD 332823 | IL | Advisory firm LLC | $116.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGN WEALTH MANAGEMENT, LLC CRD 323615 | San Jose, CA | Advisory firm LLC | $116.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALSWORTH CAPITAL MANAGEMENT, LLC CRD 281417 | Corning, NY | Corporate platform LLC | $116.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TIDWELL WEALTH MANAGEMENT LLC CRD 309109 | Rocklin, CA | Advisory firm LLC | $116.7M | 3 advisors | Percentage of AUM | View | |
| HAYES ASSET MANAGEMENT, LLC CRD 141220 | Rochester, NY | Corporate platform LLC | $116.6M | 4 advisors | Percentage of AUM | View | |
| MAINE ADVISORY ASSOCIATES CRD 311679 | Falmouth, ME | Advisory firm LLC | $116.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRA WEALTH CRD 149999 | Chattanooga, TN | Advisory firm LLC | $116.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUNA CAPITAL MANAGEMENT, LLC CRD 307687 | Burlingame, CA | Corporate platform LLC | $116.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STURMAN WEALTH ADVISORS CRD 331560 | Charlottesville, VA | Advisory firm LLC | $116.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | Camp Hill, PA | Advisory firm LLC | $116.4M | 4 advisors | Percentage of AUM | View | |
| ATON ADVISORS, LLC CRD 154036 | AZ | Advisory firm LLC | $116.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM WEALTH MANAGEMENT CRD 282055 | Lincoln, NE | Advisory firm LLC | $116.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST LIGHT WEALTH ADVISORS, LLC CRD 291214 | Little Falls, NJ | Advisory firm LLC | $116.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLUMBIA BENEFITS, LLC CRD 132261 | Denver, CO | Advisory firm LLC | $116.2M | 1 advisors | Percentage of AUM; Hourly charges | View |