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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 | |||||
|---|---|---|---|---|---|---|---|
| HAVAPLAN FINANCIAL CRD 285636 | Newport Beach, CA | Advisory firm LLC | $98.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LUTHER FOREST WEALTH ADVISORS, L.L.C. CRD 142714 | Malta, NY | Advisory firm LLC | $98.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SKY ASSET MANAGEMENT, LLC CRD 167686 | Englewood, CO | Advisory firm LLC | $98.6M | 1 advisors | A PERCENTAGE BASED ON ASSETS INVESTED IN THE MODELS | View | |
| TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | Boston, MA | Advisory firm LLC | $98.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING RANGE FINANCIAL MANAGEMENT, LLC CRD 164893 | — | Advisory firm LLC | $98.6M | 1 advisors | Percentage of AUM | View | |
| PROVIDENT WEALTH, LLC CRD 288660 | — | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIMOTHY CHARLES FINANCIAL, LLC CRD 287945 | Lynnfield, MA | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLOCKE CAPITAL GROUP, LLC CRD 156160 | Palm Beach, FL | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM | View | |
| ANCHOR WEALTH MANAGEMENT, LLC CRD 287635 | Irvine, CA | Advisory firm LLC | $98.4M | 1 advisors | Percentage of AUM | View | |
| NEW ECONOMY CAPITAL MANAGEMENT LLC CRD 143757 | — | Advisory firm LLC | $98.4M | 1 advisors | Percentage of AUM | View | |
| BACKBONE PLANNING PARTNERS LLC CRD 326699 | Las Vegas, NV | Advisory firm LLC | $98.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINSLOW FINANCIAL LLC CRD 135866 | Lake Bluff, IL | Advisory firm LLC | $98.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK CARD CIRCLE CRD 290342 | — | Advisory firm LLC | $98.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABE CAPITAL MANAGEMENT, LLC CRD 154422 | Short Hills, NJ | Advisory firm LLC | $98.2M | 1 advisors | Percentage of AUM | View | |
| EAGLE EYE ADVISORY LLC CRD 138771 | — | Advisory firm LLC | $98.1M | 2 advisors | Percentage of AUM | View | |
| LUCID WEALTH PLANNING LLC CRD 304756 | Wake Forest, NC | Advisory firm LLC | $98.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWAN WEALTH ADVISORS, LLC CRD 292755 | Durango, CO | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MUZINICH DIRECT LENDING ADVISER, LLC CRD 327891 | New York, NY | Advisory firm LLC | $98.0M | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| RMH INVESTMENT MANAGEMENT, LLC CRD 148650 | Tucson, AZ | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM | View | |
| PROSPERITY FINANCIAL GROUP CRD 336091 | Springfield, MO | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS WEALTH MANAGEMENT, LLC CRD 130693 | — | Advisory firm LLC | $98.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SWAD WEALTH MANAGEMENT LLC CRD 319218 | Santa Rosa, CA | Advisory firm LLC | $97.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALOR INVESTMENTS AND PLANNING LLC CRD 323129 | Easton, PA | Advisory firm LLC | $97.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCLINE WEALTH CRD 306806 | — | Advisory firm LLC | $97.9M | 3 advisors | Percentage of AUM; Fixed fees | View |