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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 | |||||
|---|---|---|---|---|---|---|---|
| WINGSTEM WEALTH, LLC CRD 322337 | West Columbia, SC | Advisory firm LLC | $89.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POTOMAC WEALTH MANAGEMENT LLC CRD 150482 | Great Falls, VA | Advisory firm LLC | $89.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUXAN CAPITAL ADVISORS, LLC CRD 133061 | Springfield, MO | Advisory firm LLC | $89.6M | 8 advisors | Percentage of AUM | View | |
| BRC MANAGEMENT LLC CRD 159827 | — | Advisory firm LLC | $89.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD CHASE ADVISORS LLC CRD 169050 | — | Advisory firm LLC | $89.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC CRD 146931 | Tucson, AZ | Advisory firm LLC | $89.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLY FINANCIAL GROUP LLC CRD 282172 | Encinitas, CA | Advisory firm LLC | $89.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JOHN-LUKE FINANCIAL, LLC CRD 288252 | The Woodlands, TX | Advisory firm LLC | $89.6M | 2 advisors | Percentage of AUM | View | |
| FLEMING WEALTH MANAGEMENT, LLC CRD 133557 | Johns Creek, GA | Advisory firm LLC | $89.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PELICAN ADVISORY LLC CRD 330658 | Covington, LA | Advisory firm LLC | $89.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE FINANCIAL STRATEGIES CRD 298134 | Scottsdale, AZ | Advisory firm LLC | $89.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INTELUS ADVISORY GROUP, LLC CRD 310180 | Birmingham, AL | Advisory firm LLC | $89.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEARING FINANCIAL ADVISORS, LLC CRD 305257 | Austin, TX | Advisory firm LLC | $89.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONIFER BAY CAPITAL LLC CRD 287829 | — | Advisory firm LLC | $89.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THREE OAKS WEALTH CRD 171082 | Gold River, CA | Advisory firm LLC | $89.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL RESOURCES GROUP, LLC CRD 293380 | Glastonbury, CT | Advisory firm LLC | $89.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SPEIGHT ASSET MANAGEMENT, LLC CRD 169106 | Houston, TX | Advisory firm LLC | $89.3M | 1 advisors | Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE | View | |
| GINERIS WEALTH MANAGEMENT CRD 295095 | Dyer, IN | Advisory firm LLC | $89.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HURST CAPITAL MANAGEMENT CRD 115185 | Albuquerque, NM | Advisory firm LLC | $89.0M | 2 advisors | Percentage of AUM | View | |
| PARISH INVESTMENT ADVISORS LLC CRD 284770 | Lafayette, LA | Advisory firm LLC | $88.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REALM INVESTMENT CONSULTING LLC CRD 171634 | Cary, NC | Advisory firm LLC | $88.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANTIAGO.LIFE CRD 257786 | Fishers, IN | Advisory firm LLC | $88.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE GROVE WEALTH MANAGEMENT, LLC CRD 336771 | CA | Advisory firm LLC | $88.8M | 1 advisors | Percentage of AUM | View | |
| FAVOR WEALTH ADVISORS, LLC CRD 316705 | Pasadena, CA | Advisory firm LLC | $88.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |