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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.

FeesReputationProfile
TRP CAPITAL ADVISORS, LLC

CRD 281098

Birmingham, MI

Advisory firm

LLC

$82.5M9 advisorsPerformance-based fees; WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIOView
MANENT CAPITAL

CRD 306353

Advisory firm

LLC

$82.4M1 advisorsPercentage of AUM · Hourly charges +1 moreView
THE PRIVATE FAMILY ADVISORS, LLC

CRD 285617

St.. Louis, MO

Advisory firm

LLC

$82.4M2 advisorsPercentage of AUM; Fixed feesView
ZENITH INVESTMENT MANAGEMENT, LLC

CRD 288565

Scottsdale, AZ

Advisory firm

LLC

$82.4M3 advisorsPercentage of AUM · Hourly charges +2 moreView
HOLDFAST WEALTH MANAGEMENT, LLC

CRD 168007

Advisory firm

LLC

$82.3M1 advisorsPercentage of AUM · Hourly charges +1 moreView
PULVER CAPITAL MANAGEMENT LLC

CRD 152304

Summit, NJ

Advisory firm

LLC

$82.3M2 advisorsPercentage of AUM; Hourly chargesView
EAGLESTRONG FINANCIAL

CRD 288413

Memphis, TN

Advisory firm

LLC

$82.3M2 advisorsPercentage of AUM; Fixed feesView
KEJ FINANCIAL ADVISORS

CRD 144759

Advisory firm

LLC

$82.3M1 advisorsHourly charges · Fixed fees +1 moreView
OAKLEIGH WEALTH SERVICES

CRD 323914

Crozet, VA

Advisory firm

LLC

$82.2M2 advisorsHourly charges; Fixed feesView
CARDINAL WEALTH ADVISORS, L.L.C.

CRD 134758

Edina, MN

Advisory firm

LLC

$82.2M2 advisorsPercentage of AUM; Fixed feesView
REMOTE FINANCIAL PLANNER, LLC

CRD 284297

West Palm Beach, FL

Advisory firm

LLC

$82.2M0 total employeesPercentage of AUM; Fixed feesView
WINTHROP PARTNERS - EPA, LLC

CRD 282098

Buffalo, NY

Advisory firm

LLC

$82.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
LONGENECKER FINANCIAL SERVICES

CRD 321686

Des Moines, IA

Advisory firm

LLC

$82.1M2 advisorsPercentage of AUMView
H. L. LICHSTRAHL & COMPANY, LLC

CRD 112124

Arlington, VA

Advisory firm

LLC

$82.0M1 advisorsPercentage of AUMView
FLYNN FINANCIAL, LLC

CRD 157882

Blakely, PA

Advisory firm

LLC

$82.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
KLESIS ADVISORS, LLC

CRD 312793

Walnut Creek, CA

Advisory firm

LLC

$82.0M1 advisorsPercentage of AUMView
PLAN2RETIRE

CRD 146827

Hagerstown, MD

Advisory firm

LLC

$82.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
L&L PARTNERS WEALTH MANAGEMENT, LLC

CRD 140077

Suffern, NY

Advisory firm

LLC

$81.8M2 advisorsPercentage of AUMView
DASTA INVESTMENTS LLC

CRD 315589

New York, NY

Advisory firm

LLC

$81.8M2 advisorsSUBSCRIPTION FEESView
LONG RIVER INVESTMENT MANAGEMENT LLC

CRD 298530

Advisory firm

LLC

$81.8M1 advisorsPercentage of AUMView
FRONTIER ADVISORS, LLC

CRD 150839

Advisory firm

LLC

$81.7M1 advisorsPercentage of AUMView
EVERWEALTH

CRD 129458

Tulsa, OK

Advisory firm

LLC

$81.7M2 advisorsPercentage of AUM; PENSION CONSULTING FEEView
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

CRD 292786

Milwaukee, WI

Advisory firm

LLC

$81.7M2 advisorsPercentage of AUM; Performance-based feesView
TENERE FINANCIAL

CRD 171808

Advisory firm

LLC

$81.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
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