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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 | |||||
|---|---|---|---|---|---|---|---|
| BAYTRUST WEALTH MANAGEMENT, LLC CRD 338822 | Tampa, FL | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRISBOIS CAPITAL MANAGEMENT LLC CRD 133115 | Wilmington, MA | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SILVER ANCHOR FINANCIAL, LLC CRD 330147 | — | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC CRD 150201 | Creve Coeur, MO | Advisory firm LLC | $97.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ORMONDE INVESTMENT MANAGEMENT, LLC CRD 313328 | Aylsham, TX | Advisory firm LLC | $97.7M | 2 advisors | Fixed fees | View | |
| MELOTTE FINANCIAL ADVISORS CRD 286218 | Green Bay, WI | Advisory firm LLC | $97.6M | 1 advisors | Percentage of AUM | View | |
| SNOW FINANCIAL MANAGEMENT, LLC CRD 131068 | CA | Advisory firm LLC | $97.6M | 3 advisors | Percentage of AUM | View | |
| TAVERIK CAPITAL, LLC CRD 156594 | Greenville, SC | Advisory firm LLC | $97.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PHOENIX INTERNATIONAL INVESTMENTS LLC CRD 170692 | Nashua, NH | Advisory firm LLC | $97.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PICCOLO INVESTMENT CONSULTING, LLC CRD 170272 | Denton, TX | Advisory firm LLC | $97.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONSCIENTIA FAMILY OFFICE, LLC CRD 307727 | Miami, FL | Advisory firm LLC | $97.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PRENTICE FINANCIAL PLANNING, LLC CRD 286565 | Olympia, WA | Advisory firm LLC | $97.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIRE STRATEGIST PORTFOLIOS LLC CRD 327902 | New York, NY | Advisory firm LLC | $97.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SALTBOX FINANCIAL LLC CRD 130882 | Amesbury, MA | Advisory firm LLC | $97.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONT STREET WEALTH MANAGEMENT CRD 125219 | Traverse City, MI | Advisory firm LLC | $97.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METRIC FINANCIAL, LLC CRD 297325 | Simsbury, CT | Advisory firm LLC | $97.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BARRISTER CRD 153598 | Fort Washington, PA | Advisory firm LLC | $97.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARKENSTONE FINANCIAL, LLC CRD 153530 | Monument, CO | Advisory firm LLC | $97.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATACORE CAPITAL MANAGEMENT, LLC. CRD 171163 | New York, NY | Advisory firm LLC | $97.0M | 2 advisors | Percentage of AUM | View | |
| WILKINSON CAPITAL MANAGEMENT, LLC CRD 284315 | St.. Paul, MN | Advisory firm LLC | $97.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEPHERD WEALTH & RETIREMENT LLC CRD 305645 | Tucson, AZ | Advisory firm LLC | $96.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWEDDELL GOLDBERG INVESTMENT MANAGEMENT CRD 141634 | — | Advisory firm LLC | $96.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BOX FINANCIAL ADVISORS, LLC CRD 155623 | Grapevine, TX | Advisory firm LLC | $96.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RVX ASSET MANAGEMENT LLC CRD 282804 | Aventura, FL | Advisory firm LLC | $96.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |