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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 | |||||
|---|---|---|---|---|---|---|---|
| CULTIVATE FINANCIAL PLANNING CRD 299270 | Radford, VA | Advisory firm LLC | $83.9M | 1 advisors | Fixed fees | View | |
| OMEGA ADVISORY LLC CRD 287459 | Cumming, GA | Advisory firm LLC | $83.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OLIVE WEALTH MANAGEMENT CRD 284132 | Houston, TX | Advisory firm LLC | $83.9M | 2 advisors | Percentage of AUM | View | |
| ON THE TRAIL FINANCIAL PLANNING, LLC CRD 297393 | — | Advisory firm LLC | $83.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GULFSTREAM CAPITAL CRD 165832 | Knoxville, TN | Advisory firm LLC | $83.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | Milwaukee, WI | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WELARA CRD 334534 | — | Advisory firm LLC | $83.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORA WEALTH CRD 285098 | Atlanta, GA | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON CREEK WEALTH ADVISORS CRD 151363 | — | Advisory firm LLC | $83.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VITA PLANNING GROUP LLC CRD 312323 | Camas, WA | Advisory firm LLC | $83.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUBLE DUTY MONEY MANAGEMENT LLC CRD 326792 | New York, NY | Advisory firm LLC | $83.7M | 3 advisors | Percentage of AUM | View | |
| ARK ALLIANCE FINANCIAL LLC CRD 310539 | — | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL COMPASS LLC CRD 148773 | — | Advisory firm LLC | $83.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOGBOOK FINANCIAL PLANNING, LLC CRD 286100 | — | Advisory firm LLC | $83.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLON CAPITAL MANAGEMENT CRD 159420 | Ambler, PA | Advisory firm LLC | $83.6M | 3 advisors | Percentage of AUM | View | |
| CIRCA CAPITAL, LLC CRD 158694 | Alpharetta, GA | Advisory firm LLC | $83.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| 7TH HARVEST INVESTMENTS CRD 139792 | Dallas, TX | Advisory firm LLC | $83.3M | 3 advisors | Percentage of AUM | View | |
| CAPROCK WEALTH MANAGEMENT CRD 333678 | Little Rock, AR | Advisory firm LLC | $83.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR CAPITAL FUNDS, LLC CRD 138526 | New York, NY | Advisory firm LLC | $83.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROXY WEALTH ADVISORS LLC CRD 298080 | Windermere, FL | Advisory firm LLC | $83.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFIANT FINANCIAL SERVICES LLC CRD 314403 | Westlake, OH | Advisory firm LLC | $83.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOOTPACK FINANCIAL PARTNERS, LLC CRD 310983 | — | Advisory firm LLC | $83.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENDLETON STREET ADVISORS, LLC CRD 168040 | Columbia, SC | Advisory firm LLC | $83.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PILOT ASSET MANAGEMENT LLC CRD 148146 | Winnetka, IL | Advisory firm LLC | $83.1M | 1 advisors | Percentage of AUM | View |