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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON ASSOCIATES WEALTH MANAGEMENT, LLC CRD 318651 | Maumee, OH | Advisory firm LLC | $101.1M | 3 advisors | Percentage of AUM | View | |
| LOCAL ASSET MANAGEMENT LLC CRD 331711 | Las Vegas, NV | Corporate platform LLC | $101.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN WEALTH ADVISORS CRD 158631 | Laguna Hills, CA | Advisory firm LLC | $101.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENT ADVISORS CRD 335353 | Mankato, MN | Advisory firm LLC | $101.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUTILUS PARTNERS LLC CRD 322882 | Santa Monica, CA | Advisory firm LLC | $101.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRAVE EAGLE WEALTH MANAGEMENT CRD 283307 | New York, NY | Advisory firm LLC | $101.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FC WEALTH SOLUTIONS LLC CRD 286381 | Westerville, OH | Advisory firm LLC | $101.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 34 FINANCIAL, LLC CRD 329383 | Atlanta, GA | Advisory firm LLC | $101.0M | 4 advisors | Percentage of AUM | View | |
| CWM ADVISORY, LLC CRD 299923 | Ocean Pines, MD | Advisory firm LLC | $101.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROBERT HOROWITZ WEALTH MANAGEMENT CRD 127800 | — | Advisory firm LLC | $100.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNYDER ASSET MANAGEMENT, LLC CRD 290450 | Hunt Valley, MD | Corporate platform LLC | $100.9M | 1 advisors | Percentage of AUM | View | |
| INDEXPERTS, LLC CRD 314858 | Charlotte, NC | Advisory firm LLC | $100.9M | 3 advisors | Percentage of AUM | View | |
| CHEROKEE & WALKER MANAGEMENT CRD 160962 | Salt Lake City, UT | Advisory firm LLC | $100.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STABILE INVESTMENT MANAGEMENT CRD 145845 | — | Corporate platform LLC | $100.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ASCENT FINANCIAL GROUP CRD 325706 | Richmond, VA | Corporate platform LLC | $100.8M | 2 advisors | Percentage of AUM | View | |
| GOLDBLOOM WEALTH MANAGEMENT LLC CRD 153678 | Mercer Island, WA | Advisory firm LLC | $100.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIORITY FINANCIAL PARTNERS CRD 165806 | Durango, CO | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAWLEYS INVESTMENT ADVISORS, LLC CRD 155199 | — | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PFLUEGER WEALTH CRD 339188 | — | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAP FINANCIAL SERVICES OR GAP FINANCIAL CRD 288703 | — | Advisory firm LLC | $100.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC CRD 309110 | New York, NY | Advisory firm LLC | $100.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STANDFAST ASSET MANAGEMENT, LLC CRD 136671 | Jacksonville Beach, FL | Corporate platform LLC | $100.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CDP FINANCIAL GROUP, LLC CRD 155725 | Littleton, CO | Corporate platform LLC | $100.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE FINANCIAL PLANNING, LLC CRD 174840 | GA | Advisory firm LLC | $100.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |