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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 | |||||
|---|---|---|---|---|---|---|---|
| JORDAN FINANCIAL LIFE PLANNING CRD 146633 | Kenosha, WI | Advisory firm LLC | $107.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDEN GLOBAL FAMILY OFFICES CRD 337412 | CA | Advisory firm LLC | $107.1M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| BREAKWATER INVESTMENT GROUP, LLC CRD 128747 | Newport Beach, CA | Corporate platform LLC | $107.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON WEALTH MANAGEMENT, LLC CRD 310496 | Castle Rock, CO | Advisory firm LLC | $107.0M | 1 advisors | Percentage of AUM | View | |
| RK ASSET MANAGEMENT CRD 121886 | MI | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM | View | |
| DC CAPITAL MANAGEMENT, LLC CRD 142841 | — | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUSCO INVESTMENT MANAGEMENT, LLC CRD 285736 | Nashville, TN | Corporate platform LLC | $107.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KJ CAPITAL MANAGEMENT LLC CRD 147495 | MA | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM · PERCENTAGE OF PLAN ASSETS +1 more | View | |
| 603 FINANCIAL ADVISORS, LLC CRD 324422 | MA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM | View | |
| ENDURE CAPITAL, LLC CRD 338391 | Lake Forest, CA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM | View | |
| ELLA FINANCIAL ADVISING CRD 307357 | Oakland, CA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQV ADVISORY, LLC CRD 338271 | Raleigh, NC | Advisory firm LLC | $106.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC CRD 127618 | Nashville, TN | Advisory firm LLC | $106.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BACK BAY FINANCIAL PLANNING & INVESTMENTS CRD 335236 | Bethany Beach, DE | Advisory firm LLC | $106.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYNIE WEALTH MANAGEMENT LLC CRD 305852 | Salt Lake City, UT | Advisory firm LLC | $106.6M | 3 advisors | Percentage of AUM | View | |
| YOUR IA, LLC CRD 338535 | St.. George, UT | Advisory firm LLC | $106.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLESON ARNDT FINANCIAL ADVISORS CRD 134098 | Thousand Oaks, CA | Advisory firm LLC | $106.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORSE COVE PARTNERS LLC CRD 172389 | Atlanta, GA | Advisory firm LLC | $106.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| COASTAL WEALTH ADVISORS, LLC CRD 174574 | Johns Island, SC | Advisory firm LLC | $106.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STAGE 2 PLANNING PARTNERS LLC CRD 323281 | S Burlington, VT | Advisory firm LLC | $106.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THAYER FINANCIAL, L.L.C. CRD 304729 | Hickory, NC | Advisory firm LLC | $106.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY ADVISOR ADVOCATES CRD 169039 | — | Advisory firm LLC | $106.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH MANAGEMENT SOLUTIONS CRD 296875 | KS | Advisory firm LLC | $106.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLOW WEALTH MANAGEMENT LLC CRD 313192 | Oak Brook, IL | Advisory firm LLC | $106.3M | 1 advisors | Percentage of AUM; Fixed fees | View |