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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 | |||||
|---|---|---|---|---|---|---|---|
| ALTITUDE WEALTH MANAGEMENT, LLC CRD 288529 | Denver, CO | Advisory firm LLC | $112.7M | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| COBURN BARRETT, LLC CRD 166464 | San Francisco, CA | Advisory firm LLC | $112.7M | 4 advisors | Percentage of AUM | View | |
| 33 CAPITAL MANAGEMENT LLC CRD 326780 | Greenwich, CT | Corporate platform LLC | $112.7M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GENESIS INVESTMENTS CRD 310878 | Ooltewah, TN | Advisory firm LLC | $112.5M | 4 advisors | Percentage of AUM | View | |
| SOARING INVESTMENT MANAGEMENT, LLC CRD 305273 | Portland, OR | Corporate platform LLC | $112.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ONTRACK WEALTH MANAGEMENT CRD 311374 | Canton, MI | Advisory firm LLC | $112.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARIA WEALTH PARTNERS CRD 334270 | Charlottesville, VA | Advisory firm LLC | $112.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SAN FRANCISCO WEALTH PLANNING LLC CRD 296438 | — | Advisory firm LLC | $112.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PILLAR6 ADVISORS, LLC CRD 154097 | San Francisco, CA | Advisory firm LLC | $112.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUPERIOR FINANCIAL, LLC CRD 148326 | Rochester, MN | Advisory firm LLC | $112.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INKWELL CAPITAL CRD 155907 | GA | Advisory firm LLC | $112.2M | 2 advisors | Percentage of AUM | View | |
| O'CONNOR CAPITAL ADVISORY, LLC CRD 152687 | Scottsdale, AZ | Advisory firm LLC | $112.1M | 1 advisors | Percentage of AUM | View | |
| ENGAGE WEALTH ADVISORS, LLC CRD 289996 | Overland Park, KS | Advisory firm LLC | $112.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALADIN REALTY PARTNERS, LLC CRD 158258 | CA | Advisory firm LLC | $112.0M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| YAHARA WEALTH MANAGEMENT LLC CRD 168325 | Madison, WI | Advisory firm LLC | $112.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNECHT CAPITAL MANAGEMENT, LLC CRD 319100 | — | Corporate platform LLC | $112.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RIGHTOAK ASSET MANAGEMENT, LLC CRD 337832 | CA | Corporate platform LLC | $111.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC CRD 330189 | Providence, RI | Advisory firm LLC | $111.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| UNDERDOG WEALTH MANAGEMENT, LLC CRD 152998 | Maple Grove, MN | Advisory firm LLC | $111.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS RETIREMENT GROUP LLC CRD 282420 | St.. Louis, MO | Corporate platform LLC | $111.9M | 7 advisors | Percentage of AUM | View | |
| CALEO CAPITAL N.A. LLC CRD 308542 | Ponte Vedra, FL | Advisory firm LLC | $111.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORCHARD CAPITAL MANAGEMENT, LLC CRD 269957 | Chicago, IL | Corporate platform LLC | $111.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SULLIVAN INVESTMENT MANAGEMENT LLC CRD 289217 | Wisconsin Rapids, WI | Corporate platform LLC | $111.8M | 1 advisors | Percentage of AUM | View | |
| COLBURN WEALTH MANAGEMENT, LLC CRD 157870 | Grove City, OH | Advisory firm LLC | $111.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |