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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 | |||||
|---|---|---|---|---|---|---|---|
| UOB GLOBAL CAPITAL LLC CRD 160659 | New York, NY | Advisory firm LLC | $96.8M | 4 advisors | Percentage of AUM; CARRIED INTEREST DISTRIBUTIONS | View | |
| MONEY SCRIPT WEALTH MANAGEMENT, PLLC CRD 286134 | — | Advisory firm LLC | $96.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIST CAPITAL CRD 292023 | Palm Beach Gardens, FL | Advisory firm LLC | $96.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN KENWOOD ADVISORS, LLC CRD 128322 | Greendale, WI | Advisory firm LLC | $96.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL SOUTH WEALTH MANAGEMENT, LLC CRD 304838 | Baton Rouge, LA | Advisory firm LLC | $96.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WINGO ASSET MANAGEMENT, LLC CRD 306099 | Shreveport, LA | Advisory firm LLC | $96.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALERMO WEALTH MANAGEMENT, LLC CRD 160031 | — | Advisory firm LLC | $96.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM WEALTH MANAGEMENT, LLC CRD 144164 | — | Advisory firm LLC | $96.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LINDEN ROSE INVESTMENT LLC CRD 282886 | — | Advisory firm LLC | $96.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON FINANCIAL GROUP, LLC CRD 325190 | Creve Coeur, MO | Advisory firm LLC | $96.4M | 4 advisors | Percentage of AUM | View | |
| AVID WEALTH MANAGEMENT GROUP, LLC CRD 125810 | Atlanta, GA | Advisory firm LLC | $96.4M | 1 advisors | Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS | View | |
| FAIRWAY INVESTMENT GROUP, LLC CRD 149034 | East Lansing, MI | Advisory firm LLC | $96.4M | 26 advisors | Percentage of AUM | View | |
| ISRAEL INVESTMENT ADVISORS, LLC CRD 153952 | Denver, CO | Advisory firm LLC | $96.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | Danville, CA | Advisory firm LLC | $96.3M | 1 advisors | Percentage of AUM | View | |
| PENSERRA GLOBAL INVESTORS LLC CRD 174309 | Orinda, CA | Advisory firm LLC | $96.2M | 10 advisors | Percentage of AUM | View | |
| HILPAN MOXIE WEALTH MANAGEMENT, LLC CRD 159966 | — | Advisory firm LLC | $96.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ENVISION RETIREMENT LLC CRD 319587 | Tempe, AZ | Advisory firm LLC | $96.1M | 3 advisors | Percentage of AUM | View | |
| CAPITAL DESIGN PRIVATE WEALTH LLC CRD 300472 | Portsmouth, NH | Advisory firm LLC | $96.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ITI FINANCIAL MANAGEMENT CRD 152658 | Springfield, MO | Advisory firm LLC | $96.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| QUINN FINANCIAL PLANNING, LLC CRD 150528 | Orland Park, IL | Advisory firm LLC | $96.0M | 1 advisors | Percentage of AUM | View | |
| EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | West Newton, MA | Advisory firm LLC | $96.0M | 7 advisors | Performance-based fees; PERCENTAGE OF RETURNED CAPITAL | View | |
| CREST WEALTH ADVISORS LLC CRD 311760 | Annapolis, MD | Advisory firm LLC | $95.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KRIS LEWICKI & ASSOCIATES, LLC CRD 156536 | Coral Springs, FL | Advisory firm LLC | $95.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXIOM VALUE WEALTH MANAGEMENT LLC CRD 334047 | Rockville, MD | Advisory firm LLC | $95.8M | 5 advisors | Percentage of AUM | View |