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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 | |||||
|---|---|---|---|---|---|---|---|
| KELLY INTELLIGENCE CRD 315259 | Denver, CO | Advisory firm LLC | $81.7M | 2 advisors | Percentage of AUM | View | |
| DESERT CAPITAL ADVISORS, LLC CRD 312715 | Henderson, NV | Advisory firm LLC | $81.6M | 1 advisors | Percentage of AUM | View | |
| CYPRESS PATH CAPITAL, LLC CRD 133975 | Carmel, CA | Advisory firm LLC | $81.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLHOEFT FINANCIAL, LLC CRD 139870 | — | Advisory firm LLC | $81.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMART STEPS WEALTH MANAGEMENT LLC CRD 330411 | St.. Louis, MO | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET ADVISORS, LLC CRD 121797 | Westminster, MD | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISION WEALTH ADVISORS, LLC CRD 330228 | Lewisburg, PA | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINE CAPITAL CRD 129889 | Portland, ME | Advisory firm LLC | $81.5M | 2 advisors | Percentage of AUM | View | |
| AVENUES WEALTH, LLC CRD 290433 | Winter Park, FL | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSBY ADVISORY GROUP, LLC CRD 282673 | Ashland, OH | Advisory firm LLC | $81.4M | 3 advisors | Percentage of AUM | View | |
| BETTEREDGE CAPITAL LLC CRD 334496 | New York, NY | Advisory firm LLC | $81.4M | 1 advisors | Fixed fees | View | |
| TROMBLEY WEALTH MANAGEMENT CRD 312536 | Wilbraham, MA | Advisory firm LLC | $81.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLEGA CAPITAL MANAGEMENT CRD 158829 | — | Advisory firm LLC | $81.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARANTY PRIVATE WEALTH CRD 306385 | Ridgeland, MS | Advisory firm LLC | $81.4M | 3 advisors | Percentage of AUM | View | |
| MACAULAY & ASSOCIATES, LLC CRD 144717 | Fort Mill, SC | Advisory firm LLC | $81.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERING YOUR RETIREMENT CRD 314812 | San Ramon, CA | Advisory firm LLC | $81.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FEARLESS WEALTH CRD 140128 | — | Advisory firm LLC | $81.2M | 1 advisors | Percentage of AUM | View | |
| CORNELL CAPITAL GROUP LLC CRD 301002 | — | Advisory firm LLC | $81.2M | 3 advisors | Percentage of AUM | View | |
| RESOLUTE RETIREMENT CONSULTING CRD 332279 | — | Advisory firm LLC | $81.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DEAN DORTON WEALTH MANAGEMENT, LLC CRD 297616 | Lexington, KY | Advisory firm LLC | $81.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEWOOD FINANCIAL GROUP, LLC CRD 339568 | — | Advisory firm LLC | $81.1M | 3 advisors | Percentage of AUM | View | |
| RATHNAM CAPITAL, LLC CRD 154226 | Leesburg, VA | Advisory firm LLC | $81.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAL VISTA CAPITAL MANAGEMENT, LLC CRD 159679 | Sun Lakes, AZ | Advisory firm LLC | $81.0M | 2 advisors | Percentage of AUM | View | |
| CHARLESTON WEALTH ADVISORS CRD 319565 | Mount Pleasant, SC | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |