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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 | |||||
|---|---|---|---|---|---|---|---|
| SETARCOS WEALTH ADVISORS LLC CRD 157930 | Philadelphia, PA | Advisory firm LLC | $111.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VALLEY WEALTH MANAGEMENT CRD 327845 | Oshkosh, WI | Advisory firm LLC | $111.5M | 1 advisors | Percentage of AUM | View | |
| PRECEDENT FINANCIAL STRATEGIES CRD 169100 | Indianapolis, IN | Advisory firm LLC | $111.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY INVESTMENT STRATEGIES, LLC CRD 117423 | Metairie, LA | Advisory firm LLC | $111.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOI CRD 319494 | Miami, FL | Advisory firm LLC | $111.3M | 2 advisors | Percentage of AUM | View | |
| THE QUICK GROUP LLC CRD 334472 | New York, NY | Corporate platform LLC | $111.3M | 1 advisors | Percentage of AUM | View | |
| BELLEAIR WEALTH MANAGEMENT, LLC CRD 131666 | Belleair Bluffs, FL | Advisory firm LLC | $111.2M | 5 advisors | Percentage of AUM | View | |
| FULLY FINANCIAL CRD 326015 | Athens, GA | Advisory firm LLC | $111.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIRIT WEST ADVISORS, LLC CRD 285314 | Scottsdale, AZ | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM | View | |
| INTEGRITY WEALTH MANAGEMENT, LLC CRD 130422 | CA | Advisory firm LLC | $111.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BONDURANT INVESTMENT ADVISORY, LLC CRD 297290 | Evanston, IL | Advisory firm LLC | $111.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARBOR LIGHT PLANNING CRD 129022 | — | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVANS WEALTH MANAGEMENT CRD 151640 | Duluth, GA | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORWARD WEALTH CRD 339154 | Lone Tree, CO | Advisory firm LLC | $111.1M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| LEVENSON WEALTH LLC CRD 288726 | LA | Advisory firm LLC | $111.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SEACREST INVESTMENT MANAGEMENT, LLC CRD 143670 | Purchase, NY | Corporate platform LLC | $110.9M | 3 advisors | Percentage of AUM | View | |
| KATZ FAMILY FINANCIAL ADVISORS, LLC CRD 133600 | Alexandria, VA | Advisory firm LLC | $110.9M | 2 advisors | Percentage of AUM | View | |
| KALTBAUM CAPITAL MANAGEMENT CRD 123991 | AZ | Corporate platform LLC | $110.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APRICITY FINANCIAL, LLC CRD 330201 | CA | Advisory firm LLC | $110.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVANCED WEALTH MANAGEMENT CRD 284438 | Sarasota, FL | Advisory firm LLC | $110.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCOTIA PARTNERS, LLC CRD 140568 | — | Advisory firm LLC | $110.7M | 1 advisors | Percentage of AUM | View | |
| C.L. SHELDON & COMPANY, LLC CRD 152582 | — | Advisory firm LLC | $110.7M | 3 advisors | Hourly charges; Fixed fees | View | |
| KLOPP INVESTMENT MANAGEMENT LLC CRD 106145 | Cleveland, OH | Corporate platform LLC | $110.6M | 2 advisors | Percentage of AUM | View | |
| PROSPERO WEALTH, LLC CRD 289966 | CA | Advisory firm LLC | $110.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |