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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 | |||||
|---|---|---|---|---|---|---|---|
| STEWARDSHIP FINANCIAL CRD 281386 | Gilbert, AZ | Advisory firm LLC | $83.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HEARTWOOD FINANCIAL SERVICES CRD 161998 | — | Advisory firm LLC | $83.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PECORA CAPITAL LLC CRD 308178 | Miami, FL | Advisory firm LLC | $83.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MEKETA CAPITAL, LLC CRD 328303 | Denver, CO | Advisory firm LLC | $83.0M | 14 advisors | Percentage of AUM | View | |
| GALARIA CAPITAL MANAGEMENT, LLC CRD 123658 | — | Advisory firm LLC | $83.0M | 1 advisors | Percentage of AUM | View | |
| POLYMATH INVESTMENTS LLC CRD 333348 | — | Advisory firm LLC | $83.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| O'CONNOR FINANCIAL GROUP, LLC CRD 156164 | — | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| M&M WEALTH MANAGEMENT, LLC CRD 170859 | Fort Myers, FL | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNETH E. BOONE WEALTH MANAGEMENT, LLC CRD 111971 | Oakdale, CA | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BIRCH CREEK CAPITAL, LLC CRD 158730 | Wynnewood, PA | Advisory firm LLC | $82.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLER FINANCIAL GROUP, LLC CRD 139249 | Portland, OR | Advisory firm LLC | $82.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KUKUI TREE CAPITAL MANAGEMENT LLC CRD 330374 | Palo Alto, CA | Advisory firm LLC | $82.8M | 1 advisors | Percentage of AUM | View | |
| COMPOSURE WEALTH MANAGEMENT, LLC CRD 304169 | — | Advisory firm LLC | $82.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LUMIERE FINANCIAL CRD 319171 | New York, NY | Advisory firm LLC | $82.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRAST CAPITAL MANAGEMENT, LLC CRD 163534 | Miami, FL | Advisory firm LLC | $82.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KULEANA CAPITAL MANAGEMENT LLC CRD 287732 | Free Union, VA | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRE FINANCIAL GROUP, LLC CRD 139382 | — | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKE WATER ADVISORY, LLC CRD 327854 | — | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FRUITAGE FINANCIAL LLC CRD 283352 | Fort Collins, CO | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYJC CAPITAL OF WNY CRD 325574 | Lakeville, NY | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSON CAPITAL MANAGEMENT LLC CRD 145220 | Boulder, CO | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DORCHESTER ADVISORS LLC CRD 154460 | Short Hills, NJ | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PATHWAY FINANCIAL ADVISORY, LLC CRD 336511 | — | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHT CAPITAL MANAGEMENT LLC CRD 297161 | — | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |