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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 | |||||
|---|---|---|---|---|---|---|---|
| SUNSTONE FINANCIAL CRD 312894 | Chandler, AZ | Advisory firm LLC | $88.7M | 2 advisors | Percentage of AUM | View | |
| ROUND TABLE INVESTMENT STRATEGIES, LLC CRD 139492 | — | Advisory firm LLC | $88.7M | 3 advisors | Percentage of AUM | View | |
| CHILMARK WEALTH MANAGEMENT LLC CRD 335044 | — | Advisory firm LLC | $88.7M | 1 advisors | Percentage of AUM | View | |
| CARR CAPITAL MANAGEMENT CRD 201512 | — | Advisory firm LLC | $88.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOBITZ FINANCIAL GROUP, LLC CRD 337210 | Uniontown, OH | Advisory firm LLC | $88.7M | 3 advisors | Percentage of AUM | View | |
| APPALOOSA WEALTH MANAGEMENT LLC CRD 169935 | Independence, OH | Advisory firm LLC | $88.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISELY ADVISED CRD 159093 | Dyer, IN | Advisory firm LLC | $88.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONT EDGE CAPITAL MANAGEMENT, LLC CRD 306155 | — | Advisory firm LLC | $88.5M | 2 advisors | Percentage of AUM | View | |
| PEAK FINANCIAL GUIDANCE LLC CRD 305485 | Greenwood Village, CO | Advisory firm LLC | $88.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCE WEALTH MANAGEMENT SERVICE, LLC CRD 301780 | Grand Rapids, MI | Advisory firm LLC | $88.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROLIFIC SOLUTIONS CRD 322770 | New York, NY | Advisory firm LLC | $88.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DRS WEALTH MANAGEMENT CRD 306281 | Easton, MD | Advisory firm LLC | $88.5M | 2 advisors | Percentage of AUM | View | |
| 7 STREETS FINANCIAL, LLC CRD 282577 | San Diego, CA | Advisory firm LLC | $88.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LITOVSKY ASSET MANAGEMENT CRD 147647 | — | Advisory firm LLC | $88.4M | 1 advisors | Fixed fees | View | |
| ALLIANCE WEALTH ADVISORS CRD 156712 | Carbondale, IL | Advisory firm LLC | $88.4M | 2 advisors | Percentage of AUM | View | |
| WORTHSCAPE, LLC CRD 139220 | Atlanta, GA | Advisory firm LLC | $88.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW ALBANY CAPITAL PARTNERS, LLC CRD 144982 | — | Advisory firm LLC | $88.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WHEALTH ADVISORS CRD 304669 | Red Bank, NJ | Advisory firm LLC | $88.3M | 2 advisors | Fixed fees | View | |
| PARK + ELM INVESTMENT ADVISERS CRD 146233 | Carmel, IN | Advisory firm LLC | $88.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANKLAND FINANCIAL ADVISORS, LLC CRD 139562 | CA | Advisory firm LLC | $88.2M | 1 advisors | Percentage of AUM | View | |
| GUIDANCE POINT RETIREMENT SERVICES, LLC CRD 161000 | Portland, ME | Advisory firm LLC | $88.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLROCK CAPITAL, LLC CRD 286041 | — | Advisory firm LLC | $88.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWIFT RUN CAPITAL MANAGEMENT CRD 159345 | Charlottesville, VA | Advisory firm LLC | $88.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SETTLEMENT CAPITAL ADVISORS CRD 155250 | West Linn, OR | Advisory firm LLC | $88.0M | 3 advisors | Percentage of AUM | View |