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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL ADVISORY SERVICES, LLC CRD 121227 | West Chester, OH | Advisory firm LLC | $90.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| I2I ANALYTICS, LLC CRD 144637 | — | Advisory firm LLC | $90.2M | 2 advisors | Percentage of AUM | View | |
| OAKTREE FINANCIAL PLANNING, LLC CRD 147478 | Fort Collins, CO | Advisory firm LLC | $90.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GANNETT WEALTH ADVISORS CRD 328213 | CA | Advisory firm LLC | $90.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OAK CREST ADVISORY, LLC CRD 304255 | Rochester, NY | Advisory firm LLC | $90.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TURNER WEALTH ADVISORY CRD 290745 | Woodstock, GA | Advisory firm LLC | $90.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEISS FINANCIAL GROUP LLC CRD 159331 | Mahopac, NY | Advisory firm LLC | $90.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEVEN CANYONS ADVISORS, LLC CRD 290334 | Salt Lake City, UT | Advisory firm LLC | $90.0M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DYNAMIC LEGACY PLANNING CRD 323407 | Greenfield, IN | Advisory firm LLC | $90.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRESHFIELD CAPITAL, LLC CRD 150742 | Plano, TX | Advisory firm LLC | $90.0M | 1 advisors | Percentage of AUM | View | |
| HARVEST PORTFOLIO MANAGEMENT, LLC CRD 299005 | — | Advisory firm LLC | $90.0M | 1 employees | Percentage of AUM | View | |
| NOVAWAVE CAPITAL CRD 333205 | Menlo Park, CA | Advisory firm LLC | $90.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TOTAL FINANCIAL MANAGEMENT, LLC CRD 287489 | Poland, OH | Advisory firm LLC | $90.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HK PRIVATE CLIENT, LLC CRD 315104 | Naperville, IL | Advisory firm LLC | $89.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AMBASSADOR WEALTH MANAGEMENT, LLC CRD 167064 | Vancouver, WA | Advisory firm LLC | $89.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| POGSON & MATT WEALTH MANAGEMENT GROUP CRD 155377 | Phoenix, AZ | Advisory firm LLC | $89.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ARMADA CAPITAL LLC CRD 307382 | Mexico City | Advisory firm LLC | $89.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FOSTER INVESTMENT SERVICES CRD 286471 | Lexington, KY | Advisory firm LLC | $89.9M | 2 advisors | Percentage of AUM | View | |
| SPRECKELS WEALTH MANAGEMENT CRD 313422 | — | Advisory firm LLC | $89.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYPERION FINANCIAL CRD 313014 | Shillington, PA | Advisory firm LLC | $89.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EQUITTA ADVISORS LLC CRD 288351 | Milford, OH | Advisory firm LLC | $89.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEYMAN WEALTH MANAGEMENT, LLC CRD 154971 | Encino, CA | Advisory firm LLC | $89.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHFINDER FINANCIAL SERVICES, LLC CRD 129391 | — | Advisory firm LLC | $89.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DREW WEALTH MANAGEMENT CRD 332366 | Portsmouth, NH | Advisory firm LLC | $89.7M | 1 advisors | Percentage of AUM | View |