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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | Portland, OR | Advisory firm LLC | $110.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH FOUNDATIONS PARTNERS, LLC CRD 330999 | Salt Lake City, UT | Advisory firm LLC | $110.5M | 10 advisors | Percentage of AUM | View | |
| SUCCESS WEALTH MANAGEMENT LLC CRD 299094 | Wexford, PA | Advisory firm LLC | $110.5M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| REH WEALTH ADVISORS LLC CRD 153826 | Raleigh, NC | Advisory firm LLC | $110.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALLADIO CONSULTING LLC CRD 309007 | — | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MUSSETT WEALTH MANAGEMENT, LLC CRD 158463 | Rensselaer, NY | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ONE OAK CRD 334282 | MD | Advisory firm LLC | $110.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC CRD 147139 | Chicago, IL | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMOUR WEALTH ADVISORS, LLC CRD 306171 | Tumwater, WA | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM | View | |
| GENEROUSWEALTH, LLC CRD 308263 | Summerville, SC | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOLFSTONE WEALTH CRD 319230 | — | Advisory firm LLC | $110.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | Burlington, MA | Advisory firm LLC | $110.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC CRD 115122 | Garden City, NY | Advisory firm LLC | $110.3M | 3 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| VISIONX WEALTH PARTNERS CRD 333559 | Fort Dodge, IA | Advisory firm LLC | $110.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MUIRFIELD CAPITAL GLOBAL ADVISORS LLC CRD 287547 | Palm Beach, FL | Advisory firm LLC | $110.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMPEL INVESTMENT ADVISORS CRD 300246 | NC | Advisory firm LLC | $110.1M | 1 advisors | Percentage of AUM | View | |
| MEADOWBROOK WEALTH MANAGEMENT, LLC CRD 110508 | Garden City, NY | Advisory firm LLC | $110.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SHIRAISHI FINANCIAL GROUP ADVISORS CRD 168645 | Honolulu, HI | Corporate platform LLC | $110.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INVESTABLE WEALTH, LLC CRD 166721 | AL | Advisory firm LLC | $110.0M | 2 advisors | Percentage of AUM | View | |
| TABER ASSET MANAGEMENT L.L.C. CRD 115849 | — | Corporate platform LLC | $110.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O.F.O. PARTNERS, LLC CRD 297424 | Hingham, MA | Advisory firm LLC | $110.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PEAKSHARES LLC CRD 329193 | Tampa, FL | Advisory firm LLC | $110.0M | 3 advisors | Percentage of AUM | View | |
| PRIVATE CLIENT ADVISOR GROUP, LLC CRD 330038 | Palm City, FL | Corporate platform LLC | $110.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENBRIDGE PARTNERS LLC CRD 159378 | Portland, OR | Advisory firm LLC | $110.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |