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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 | |||||
|---|---|---|---|---|---|---|---|
| BIRNAM WOOD CAPITAL, LLC CRD 269897 | Dallas, TX | Advisory firm LLC | $106.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH CREATION MANAGEMENT GROUP LLC CRD 300539 | NJ | Corporate platform LLC | $106.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MANA FINANCIAL LIFE DESIGN CRD 298277 | — | Advisory firm LLC | $106.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC CRD 147418 | — | Advisory firm LLC | $106.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IMBER FINANCIAL GROUP, LLC CRD 144846 | Ann Arbor, MI | Corporate platform LLC | $106.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| POLERO ICE ADVISERS CRD 148790 | — | Advisory firm LLC | $106.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| KYARSIP FINANCIAL ADVISORS LLC CRD 128178 | — | Advisory firm LLC | $106.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARCTIS GLOBAL LLC CRD 308220 | PR | Advisory firm LLC | $106.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LANG CAPITAL CRD 281305 | Bluffton, SC | Advisory firm LLC | $106.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTPOINT WEALTH MANAGEMENT, LLC CRD 310883 | Berea, OH | Advisory firm LLC | $106.0M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TRUMAN WEALTH ADVISORS CRD 334752 | Columbia, MO | Advisory firm LLC | $106.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ABACUS INVESTMENTS LLC CRD 327805 | Birmingham, AL | Advisory firm LLC | $105.9M | 6 advisors | Performance-based fees; RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES | View | |
| KAIROS CAPITAL MANAGEMENT, LLC CRD 150342 | Bellevue, WA | Corporate platform LLC | $105.9M | 1 advisors | Percentage of AUM | View | |
| HARBORLIGHT INVESTMENTS, LLC CRD 285805 | El Cerrito, CA | Advisory firm LLC | $105.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RASP WEALTH SOLUTIONS, LLC CRD 328248 | CO | Advisory firm LLC | $105.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WWA PLANNING & INVESTMENTS CRD 281159 | Columbus, IN | Advisory firm LLC | $105.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL GROUP, L.L.C. CRD 316512 | Grand Haven, MI | Corporate platform LLC | $105.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACCESS CAPITAL, LLC CRD 327013 | Wichita, KS | Advisory firm LLC | $105.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWIND FINANCIAL LLC CRD 342069 | Bend, OR | Advisory firm LLC | $105.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENEW FAMILY WEALTH CRD 298618 | Jupiter, FL | Advisory firm LLC | $105.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROC PARTNERS (US) LLC CRD 333044 | Sydney Nsw, NY | Advisory firm LLC | $105.4M | 2 advisors | ADVISORY FEES PAID BASED ON COMMERCIALLY AGREED-UPON TERMS | View | |
| STEWARD ADVISORS GROUP, LLC CRD 321846 | Halfmoon, NY | Corporate platform LLC | $105.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELATIVE SENTIMENT TECHNOLOGIES, LLC CRD 318050 | PR | Advisory firm LLC | $105.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APPRISE WEALTH MANAGEMENT LLC CRD 288709 | — | Advisory firm LLC | $105.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |