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 | |||||
|---|---|---|---|---|---|---|---|
| MACLACHLAN WEALTH MANAGEMENT CRD 298927 | Bellevue, WA | Advisory firm LLC | $101.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH PARTNERS LLC CRD 336564 | Franklin, TN | Advisory firm LLC | $101.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HANOVER SQUARE WEALTH ADVISORS LLC CRD 336534 | NC | Advisory firm LLC | $101.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THALASSA CAPITAL LLC CRD 139707 | Bend, OR | Advisory firm LLC | $101.6M | 2 advisors | Percentage of AUM | View | |
| BLANTYRE CAPITAL US LLC CRD 336308 | New York, NY | Advisory firm LLC | $101.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEQUENTIS CAPITAL LLC CRD 298533 | Boston, MA | Advisory firm LLC | $101.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA WEALTH CRD 330124 | Spring, TX | Advisory firm LLC | $101.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TAX & INVESTMENT ADVISORS CRD 327402 | Newburyport, MA | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| KOINONIA FINANCIAL CRD 312136 | The Woodlands, TX | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| MAXOUT SAVINGS ADVISORS LLC CRD 137307 | Houston, TX | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC CRD 157856 | Tucson, AZ | Advisory firm LLC | $101.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FALCON FINANCIAL CRD 160615 | Salisbury, NC | Advisory firm LLC | $101.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BESPOKE INVESTMENT GROUP, LLC CRD 144080 | Harrison, NY | Corporate platform LLC | $101.3M | 5 advisors | Percentage of AUM; Subscription fees | View | |
| GREYSTONE CAPITAL PARTNERS GROUP LLC CRD 312326 | Kansas City, MO | Corporate platform LLC | $101.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERKINS WEALTH ADVANTAGE CRD 318671 | — | Advisory firm LLC | $101.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHMARK ADVISORY GROUP, LLC CRD 166494 | — | Corporate platform LLC | $101.3M | 1 advisors | Percentage of AUM | View | |
| CORWIN COMPANY LLC CRD 285657 | Indianapolis, IN | Advisory firm LLC | $101.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WRWCO, LLC CRD 113665 | — | Advisory firm LLC | $101.2M | 2 advisors | Percentage of AUM | View | |
| ENDURANCE FINANCIAL PLANNING, LLC CRD 305583 | Mcallen, TX | Advisory firm LLC | $101.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ZECHES WEALTH MANAGEMENT CRD 170279 | Tucson, AZ | Advisory firm LLC | $101.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCK CREEK WEALTH MANAGEMENT CRD 336666 | Hillsboro, OR | Advisory firm LLC | $101.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CMH WEALTH MANAGEMENT CRD 325543 | Dallas, TX | Advisory firm LLC | $101.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RGA INVESTMENT ADVISORS, LLC CRD 149171 | Great Neck, NY | Advisory firm LLC | $101.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUTTLE CROSSLAND WEALTH ADVISORS, LLC CRD 318700 | Scottsdale, AZ | Advisory firm LLC | $101.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |