Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| OLDFIELD WEALTH PARTNERS CRD 332765 | Bangor, ME | Advisory firm LLC | $110.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT CAPITAL ADVISORS CRD 298788 | Clinton, NJ | Advisory firm LLC | $110.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNEGAT BAY CAPITAL MANAGEMENT LLC CRD 111798 | — | Corporate platform LLC | $109.9M | 1 advisors | Percentage of AUM | View | |
| MAINLINE INVESTMENT ADVISERS, LLC CRD 159045 | Wynnewood, PA | Advisory firm LLC | $109.9M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MD WEALTH MANAGEMENT, LLC CRD 297823 | Chelsea, MI | Advisory firm LLC | $109.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RENAISSANCE WEALTH ADVISORS, LLC CRD 300007 | Newton, MA | Advisory firm LLC | $109.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| QUABBIN ADVISORS CRD 160019 | Amherst, MA | Advisory firm LLC | $109.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JAKE CARRIS FINANCIAL PLANNING CRD 290061 | Orlando, FL | Advisory firm LLC | $109.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC CRD 327815 | — | Advisory firm LLC | $109.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OXFORD WEALTH MANAGEMENT CRD 332725 | Lindon, UT | Advisory firm LLC | $109.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VERAZ ADVISORS CRD 304619 | San Ramon, CA | Advisory firm LLC | $109.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DRM WEALTH MANAGEMENT CRD 288489 | — | Advisory firm LLC | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUVAL INVESTMENT GROUP CRD 166887 | Minnetonka, MN | Corporate platform LLC | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIGNIA CAPITAL MANAGEMENT CRD 121505 | Spokane, WA | Corporate platform LLC | $109.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SIZEMORE CAPITAL MANAGEMENT, LLC CRD 146961 | San Isidro, TX | Corporate platform LLC | $109.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTHSHAPE LLC CRD 226733 | Windsor, CT | Advisory firm LLC | $109.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFTON ADVISORS, LLC CRD 300884 | GA | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INGRAM ADVISORY SERVICES, LLC CRD 123508 | Winter Haven, FL | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANGELL CAPITAL MANAGEMENT, LLC CRD 117110 | Centralia, MO | Corporate platform LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRLIGHT ADVISORS CRD 305352 | San Francisco, CA | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BONNEMA WEALTH MANAGEMENT LLC CRD 173526 | Scottsdale, AZ | Advisory firm LLC | $109.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUELICH CAPITAL MANAGEMENT, LLC CRD 140505 | Roanoke, VA | Corporate platform LLC | $109.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EASTOWN FINANCIAL ADVISORS, LLC CRD 305675 | Grand Rapids, MI | Advisory firm LLC | $109.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAMSDELL CAPITAL MANAGEMENT, LLC CRD 134297 | San Francisco, CA | Corporate platform LLC | $109.2M | 1 advisors | Percentage of AUM; HOURLY CHARGES FOR PLANNING/PROJECTS | View |