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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 | |||||
|---|---|---|---|---|---|---|---|
| SPITFIRE CAPITAL LLC CRD 143766 | San Rafael, CA | Advisory firm LLC | $87.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ECOS WEALTH ADVISORS CRD 328271 | Clarkston, MI | Advisory firm LLC | $86.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAGUNA COAST CAPITAL CRD 316171 | — | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM | View | |
| RETIREPATH WEALTH, LLC CRD 324109 | Little Rock, AR | Advisory firm LLC | $86.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CATHEDRAL SQUARE CAPITAL CRD 319149 | Tulsa, OK | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLINE FINANCIAL CONCEPTS, LLC CRD 135679 | Champaign, IL | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROWLEY FINANCIAL LLC CRD 299182 | — | Advisory firm LLC | $86.8M | 2 advisors | Percentage of AUM | View | |
| ARC ASSET MANAGEMENT LLC CRD 329460 | Atlanta, GA | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GIBCO CAPITAL ADVISORS CRD 319407 | Clinton, OK | Advisory firm LLC | $86.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SONMORE FINANCIAL LLC CRD 311485 | Chandler, AZ | Advisory firm LLC | $86.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WAKELY INVESTMENT MANAGEMENT CRD 167206 | Boston, MA | Advisory firm LLC | $86.7M | 3 advisors | Percentage of AUM | View | |
| SILVERBACK FINANCIAL CRD 299520 | — | Advisory firm LLC | $86.6M | 1 advisors | Percentage of AUM | View | |
| HIGH ROAD CAPITAL PARTNERS, LLC CRD 161515 | CT | Advisory firm LLC | $86.6M | 4 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL | View | |
| CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC CRD 124322 | Daphne, AL | Advisory firm LLC | $86.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JHP PLANNING, LLC CRD 336436 | Salt Lake City, UT | Advisory firm LLC | $86.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONSTREAM CAPITAL, LLC CRD 292624 | — | Advisory firm LLC | $86.5M | 1 advisors | Percentage of AUM | View | |
| GROW FUNDS LLC CRD 269960 | La Jolla, CA | Advisory firm LLC | $86.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THREE RIVERS EXECUTIVE CONSULTING, LLC CRD 311549 | Wexford, PA | Advisory firm LLC | $86.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVER WEALTH MANAGEMENT LLC CRD 309167 | Medina, OH | Advisory firm LLC | $86.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRAC ASSET MANAGEMENT LLC CRD 170662 | Oak Brook, IL | Advisory firm LLC | $86.4M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT LEADERSHIP, LLC CRD 167352 | Forest, VA | Advisory firm LLC | $86.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LASTING MARK RETIREMENT GROUP LLC CRD 325151 | Springfield, MO | Advisory firm LLC | $86.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MICHAEL L. BALL, CPA, LLC CRD 126647 | Atlanta, GA | Advisory firm LLC | $86.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VERITAS FINANCIAL CONSULTING LLC CRD 314363 | Monrovia, CA | Advisory firm LLC | $86.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |