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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 | |||||
|---|---|---|---|---|---|---|---|
| TOR WEALTH ADVISORS, LLC CRD 319761 | Folsom, CA | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL CORNERSTONES, LLC CRD 305120 | The Woodlands, TX | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT ADVISOR GROUP CRD 312448 | DE | Advisory firm LLC | $81.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIGHTWOOD VENTURES, LLC CRD 165835 | — | Advisory firm LLC | $80.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DALLAS FINANCIAL ADVISORS, LLC CRD 328001 | Dallas, TX | Advisory firm LLC | $80.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKTHORN ASSET MANAGEMENT LLC CRD 149442 | — | Advisory firm LLC | $80.9M | 1 advisors | Percentage of AUM | View | |
| SARANAP WEALTH ADVISORS CRD 284277 | Walnut Creek, CA | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC HORIZON INVESTMENT MANAGEMENT LLC CRD 119120 | Seattle, WA | Advisory firm LLC | $80.8M | 2 advisors | Percentage of AUM | View | |
| COLUCCI WEALTH MANAGEMENT LLC CRD 338046 | Brightwaters, NY | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM | View | |
| LAKESHORE ADVISORS CRD 329497 | Winter Park, FL | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEINTZ WEALTH MANAGEMENT, LLC CRD 286160 | — | Advisory firm LLC | $80.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CJW CAPITAL, LLC CRD 206514 | — | Advisory firm LLC | $80.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INDEPENDENCE WEALTH CRD 297032 | Voorhees, NJ | Advisory firm LLC | $80.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RCPLANNERS CRD 298369 | — | Advisory firm LLC | $80.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORIGIN WEALTH ADVISERS CRD 171946 | — | Advisory firm LLC | $80.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOCKWOOD WEALTH STRATEGIES, LLC CRD 327781 | — | Advisory firm LLC | $80.6M | 1 advisors | Percentage of AUM | View | |
| PERENNIAL WEALTH ADVISORS, LLC CRD 329913 | Canadian, TX | Advisory firm LLC | $80.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CYPRESS WEALTH ADVISORS, LLC CRD 166414 | Shavano Park, TX | Advisory firm LLC | $80.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSWELL FAMILY WEALTH ADVISORS CRD 150076 | — | Advisory firm LLC | $80.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1 MAIN CAPITAL MANAGEMENT, LLC CRD 328626 | Westport, CT | Advisory firm LLC | $80.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAKE WAY WEALTH MANAGEMENT CRD 301995 | Sioux Falls, SD | Advisory firm LLC | $80.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAF FINANCIAL, L.L.C. CRD 153441 | Baton Rouge, LA | Advisory firm LLC | $80.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVER GREEN WEALTH MANAGEMENT, LLC CRD 297459 | Victor, NY | Advisory firm LLC | $80.3M | 1 advisors | Percentage of AUM | View | |
| LIPSCOMB INVESTMENT GROUP, LLC CRD 131869 | Auburn, AL | Advisory firm LLC | $80.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |