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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 | |||||
|---|---|---|---|---|---|---|---|
| SOLYCO WEALTH LLC CRD 314981 | Birmingham, MI | Advisory firm LLC | $116.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTA FE ADVISORS LLC CRD 170872 | Santa Fe, NM | Advisory firm LLC | $116.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ORCHARD CITY WEALTH MANAGEMENT, LLC CRD 292274 | Los Gatos, CA | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERONE CAPITAL MANAGEMENT LLC CRD 338114 | New York, NY | Corporate platform LLC | $116.1M | 2 advisors | Fixed fees | View | |
| RYZOME INVESTMENT ADVISORS CRD 170762 | Okemos, MI | Advisory firm LLC | $116.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NPM CONSULTING, LLC CRD 163237 | NJ | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MODERN FINANCIAL PLANNING CRD 297193 | Georgetown, TX | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FINHABITS ADVISORS, LLC CRD 210522 | New York, NY | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| THE UJANO ADVISORY GROUP LLC CRD 288141 | — | Corporate platform LLC | $115.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| UPLEVEL WEALTH CRD 312641 | Portland, OR | Advisory firm LLC | $115.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIA WEALTH MANAGEMENT CRD 335458 | Sarasota, FL | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPINE WEALTH ADVISORS, LLC CRD 105433 | Denver, CO | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM | View | |
| INVESTLINC WEALTH SERVICES CRD 332607 | Brea, CA | Advisory firm LLC | $115.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RISK PARADIGM GROUP, LLC CRD 155870 | Burlington, MA | Corporate platform LLC | $115.6M | 2 advisors | Percentage of AUM | View | |
| PALANTE WEALTH ADVISORS, LLC CRD 175298 | Pennington, NJ | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KB FINANCIAL ADVISORS LLC CRD 134374 | San Francisco, CA | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BEYOND YOUR HAMMOCK LLC CRD 168738 | Boston, MA | Advisory firm LLC | $115.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ZENITH ADVISORY GROUP, LLC CRD 321689 | The Villages, FL | Corporate platform LLC | $115.4M | 2 advisors | Fixed fees | View | |
| 1818 PRIVATE CLIENT GROUP, LLC CRD 304110 | Aventura, FL | Corporate platform LLC | $115.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGELINE PRODUCTIONS LLC CRD 315118 | New York, NY | Advisory firm LLC | $115.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARIAX PRIVATE WEALTH MANAGEMENT CRD 301474 | Newport Beach, CA | Advisory firm LLC | $115.4M | 1 advisors | Percentage of AUM | View | |
| LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC CRD 281302 | Madison, WI | Advisory firm LLC | $115.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSPORT WEALTH MANAGEMENT CRD 297449 | Cornelius, NC | Advisory firm LLC | $115.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REVOLUTION PARTNERS, LLC CRD 170310 | IN | Advisory firm LLC | $115.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |