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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 | |||||
|---|---|---|---|---|---|---|---|
| CIRCLE CITY WEALTH MANAGEMENT LLC CRD 291604 | Carmel, IN | Advisory firm LLC | $95.7M | 1 advisors | Fixed fees; FLAT DOLLAR AMOUNT | View | |
| LEONARD ADVISORY GROUP LLC CRD 321165 | Saint Joseph, MI | Advisory firm LLC | $95.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELLER PRIVATE WEALTH CRD 324272 | Fort Lauderdale, FL | Advisory firm LLC | $95.7M | 3 advisors | Percentage of AUM | View | |
| DELTA WEALTH SOLUTIONS, LLC CRD 306199 | Kansas City, MO | Advisory firm LLC | $95.7M | 2 advisors | Percentage of AUM | View | |
| FOCUS POINT CAPITAL LLC CRD 155819 | — | Advisory firm LLC | $95.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEIGHTS INVESTMENT PARTNERS, LLC CRD 284688 | Houston, TX | Advisory firm LLC | $95.6M | 2 advisors | Percentage of AUM | View | |
| KULEANA WEALTH ADVISORS CRD 154028 | Los Altos, CA | Advisory firm LLC | $95.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APTUS WEALTH MANAGEMENT, LLC CRD 284416 | Lewis Center, OH | Advisory firm LLC | $95.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAVENSVIEW CAPITAL MANAGEMENT, LLC CRD 286242 | Portland, OR | Advisory firm LLC | $95.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KCR WEALTH MANAGEMENT, LLC CRD 170798 | Reston, VA | Advisory firm LLC | $95.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSEN WEALTH MANAGEMENT CRD 146154 | Easton, MD | Advisory firm LLC | $95.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SJ CAPITAL MANAGEMENT LLC CRD 154857 | — | Advisory firm LLC | $95.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEM INVESTMENTS CRD 144893 | Laguna Beach, CA | Advisory firm LLC | $95.3M | 1 advisors | Percentage of AUM | View | |
| OKEMO CAPITAL MANAGEMENT, LLC CRD 165816 | Stow, MA | Advisory firm LLC | $95.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSPERITY WEALTH STRATEGIES LLC CRD 301923 | Bloomfield Hills, MI | Advisory firm LLC | $95.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BURKE WEALTH MANAGEMENT, LLC CRD 305840 | Houston, TX | Advisory firm LLC | $95.2M | 3 advisors | Percentage of AUM | View | |
| VICKERY CREEK CAPITAL MANAGEMENT CRD 149844 | Roswell, GA | Advisory firm LLC | $95.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZIMMERMAN CAPITAL MANAGEMENT CRD 120619 | Salem, OH | Advisory firm LLC | $95.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTALEZA CAPITAL PARTNERS, LLC CRD 234792 | — | Advisory firm LLC | $95.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SM INVESTORS CRD 155549 | New York, NY | Advisory firm LLC | $95.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HELIOS WEALTH ADVISORS, LLC CRD 134444 | Pearland, TX | Advisory firm LLC | $95.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERLAKE CAPITAL MANAGEMENT, LLC CRD 142577 | Carmel, CA | Advisory firm LLC | $95.0M | 1 advisors | Percentage of AUM | View | |
| VESTED PARTNERS: A MULTI-FAMILY OFFICE CRD 281862 | Salem, VA | Advisory firm LLC | $95.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BENNING FINANCIAL GROUP, LLC CRD 136256 | Benicia, CA | Advisory firm LLC | $95.0M | 1 advisors | Percentage of AUM | View |