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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 | |||||
|---|---|---|---|---|---|---|---|
| SOULENCE WEALTH MANAGEMENT, LLC CRD 167898 | Pleasant Grove, UT | Advisory firm LLC | $84.4M | 5 advisors | Percentage of AUM | View | |
| SOESBE FINANCIAL CRD 307384 | Sacramento, CA | Advisory firm LLC | $84.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BETHESDA FINANCIAL ADVISORS, LLC CRD 170715 | Bethesda, MD | Advisory firm LLC | $84.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTWORKS FINANCIAL PLANNING LLC CRD 170394 | Lexington, SC | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DERASTONE CRD 153748 | NY | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EREZ ASSET MANAGEMENT, LLC CRD 332027 | New Rochelle, NY | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DYNAMIC ASSET MANAGEMENT GROUP LLC CRD 159692 | Bloomfield Hills, MI | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM | View | |
| COLLABORATIVE WEALTH ADVISORS, LLC CRD 128431 | Westford, MA | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC FINANCIAL PLANNERS, LLC CRD 132314 | Laguna Niguel, CA | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSEWOOD WEALTH MANAGEMENT CRD 284837 | — | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM | View | |
| WINDERMERE WEALTH ADVISORS, LLC CRD 153114 | Elm Grove, WI | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPLETE ADVISORS CRD 307127 | Valley Stream, NY | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC CRD 169980 | New York, NY | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM | View | |
| TITAN CAPITAL MANAGEMENT CRD 319447 | Scottsdale, AZ | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AKM ADVISORY CRD 170187 | Edina, MN | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM | View | |
| WESTERN NEW YORK FINANCIAL GROUP, LLC CRD 306083 | Buffalo, NY | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATHENA ADVISOR SERVICES, LLC CRD 150960 | Lombard, IL | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONE BRIDGE ASSET MANAGEMENT, LLC CRD 159334 | Chattanooga, TN | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CANOPUS WEALTH MANAGEMENT CRD 287946 | Louisville, KY | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM | View | |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC CRD 112006 | Hermosa Beach, CA | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM | View | |
| BRISTOL FINANCIAL LLC CRD 281246 | Clayton, MO | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DOUGLASBRADLEY LLC CRD 119007 | — | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINSIC CAPITAL, LLC CRD 165949 | Fort Worth, TX | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM | View | |
| BRIGHTSIDE WEALTH PLANNING, LLC CRD 327899 | Center Valley, PA | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM; Fixed fees | View |