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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 | |||||
|---|---|---|---|---|---|---|---|
| ATTICUS CAPITAL ADVISORS LLC CRD 288009 | Charlotte, NC | Advisory firm LLC | $103.1M | 1 advisors | Percentage of AUM | View | |
| HERITAGE FINANCIAL SOLUTIONS, LLC CRD 131008 | Dodge City, KS | Advisory firm LLC | $103.1M | 1 advisors | Percentage of AUM | View | |
| MORALIS TECHNOLOGIES, LLC CRD 316221 | Pittsburgh, PA | Advisory firm LLC | $103.0M | 7 advisors | Percentage of AUM | View | |
| IRONHORN ADVISORS LLC CRD 339425 | Austin, TX | Advisory firm LLC | $103.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS ROSE STRATEGIC PARTNERS LLC CRD 165043 | Waterford, CT | Advisory firm LLC | $103.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC CRD 139482 | — | Advisory firm LLC | $103.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERSIGHT WEALTH LLC CRD 175285 | — | Advisory firm LLC | $103.0M | 1 advisors | Fixed fees | View | |
| EAGLE CAPITAL ADVISORS, LLC CRD 173730 | Middlebury, CT | Advisory firm LLC | $103.0M | 2 advisors | Percentage of AUM | View | |
| TEMPLER WEALTH MANAGEMENT, LLC CRD 305972 | Vienna, VA | Advisory firm LLC | $102.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEARL WEALTH GROUP CRD 326283 | CA | Corporate platform LLC | $102.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPPORTUNUS WEALTH MANAGEMENT, LLC CRD 300141 | OR | Advisory firm LLC | $102.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRINITY FINANCIAL PLANNING CRD 115924 | Middleton, WI | Advisory firm LLC | $102.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRCHILD CAPITAL LLC CRD 298428 | Portland, OR | Advisory firm LLC | $102.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL STRATEGIES GROUP, LLC CRD 140120 | Tempe, AZ | Corporate platform LLC | $102.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVIEW FINANCIAL CRD 282690 | Richmond, VA | Advisory firm LLC | $102.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LUCENT WEALTH PLANNING, LLC CRD 297447 | Santa Barbara, CA | Advisory firm LLC | $102.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SPINNAKER FINANCIAL ADVISORS, LLC CRD 118885 | Idaho Falls, ID | Advisory firm LLC | $102.6M | 1 advisors | Percentage of AUM | View | |
| BENZER CAPITAL CRD 175286 | Missouri City, TX | Advisory firm LLC | $102.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORBETT WEALTH MANAGEMENT LLC CRD 323421 | — | Advisory firm LLC | $102.5M | 1 advisors | Percentage of AUM | View | |
| BRAZOS CAPITAL CRD 289749 | Austin, TX | Advisory firm LLC | $102.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ENHANCEMENT, LLC CRD 124132 | Warren, NJ | Advisory firm LLC | $102.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYNAMIC WEALTH SOLUTIONS LLC CRD 170573 | Southfield, MI | Advisory firm LLC | $102.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CUSTOM WEALTH PLANNERS CRD 326415 | Ankeny, IA | Advisory firm LLC | $102.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| REPUBLIC SQUARE CRD 305018 | Austin, TX | Advisory firm LLC | $102.4M | 7 advisors | Percentage of AUM; Performance-based fees | View |