Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SEBETIC ADVISORS, LLC CRD 306261 | NY | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BENHAM ADVISORY GROUP CRD 331926 | Greenwood, IN | Advisory firm LLC | $94.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCMILLAN CAPITAL MANAGEMENT, LLC CRD 143179 | — | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SADDOCK WEALTH, LLC CRD 161568 | Dallas, TX | Advisory firm LLC | $94.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNARD FINANCIAL GROUP, LLC CRD 335512 | Roswell, GA | Advisory firm LLC | $94.2M | 1 advisors | Percentage of AUM | View | |
| CUNNINGHAM WEALTH MANAGEMENT CRD 148023 | Broadview Heights, OH | Advisory firm LLC | $94.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KING WEALTH ADVISORS, LLC CRD 281798 | San Mateo, CA | Advisory firm LLC | $94.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRON RIVER CAPITAL LLC CRD 173307 | Durango, CO | Advisory firm LLC | $94.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPER RIVER ADVISORS LLC CRD 173394 | Englewood, CO | Advisory firm LLC | $94.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORWARD WEALTH MANAGEMENT, LLC CRD 171362 | Charlotte, NC | Advisory firm LLC | $94.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LUESINK STENSTROM FINANCIAL CRD 147076 | New York, NY | Advisory firm LLC | $94.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLOW FINANCIAL PLANNING, L.L.C. CRD 281934 | — | Advisory firm LLC | $94.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NEWMAN'S FINANCIAL PLANNING CRD 282548 | — | Advisory firm LLC | $94.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TARGET ROCK WEALTH MANAGEMENT, LLC CRD 312279 | New York, NY | Advisory firm LLC | $94.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL WEALTH PLANNERS, LLC CRD 154990 | Folsom, CA | Advisory firm LLC | $94.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALNUT INVESTMENT SERVICES LLC CRD 113666 | Brooklyn, NY | Advisory firm LLC | $94.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HENLEY & COMPANY WEALTH MANAGEMENT LLC CRD 144884 | Uniondale, NY | Advisory firm LLC | $93.9M | 3 advisors | Percentage of AUM | View | |
| VOSS WEALTH MANAGEMENT CRD 338916 | Endicott, NY | Advisory firm LLC | $93.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAGE WEALTH ADVISORY CRD 325286 | — | Advisory firm LLC | $93.9M | 2 advisors | Percentage of AUM | View | |
| DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC CRD 170327 | Fresno, CA | Advisory firm LLC | $93.9M | 1 advisors | Percentage of AUM | View | |
| AOT INVEST LLC CRD 319016 | Davenport, IA | Advisory firm LLC | $93.9M | 1 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| COVE STREET CAPITAL, LLC CRD 156260 | Hermosa Beach, CA | Advisory firm LLC | $93.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH MANAGEMENT ADVISORS, LLC CRD 136051 | — | Advisory firm LLC | $93.8M | 1 advisors | Percentage of AUM | View | |
| ASKELADDEN CAPITAL CRD 282555 | — | Advisory firm LLC | $93.8M | 1 advisors | Percentage of AUM; Performance-based fees | View |