Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| MINERVA WEALTH ADVISORY CRD 282723 | New York, NY | Advisory firm LLC | $79.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH MANAGEMENT LLC CRD 335792 | South Natick, MA | Advisory firm LLC | $79.5M | 4 advisors | Percentage of AUM | View | |
| BREXTON FAMILY FINANCIAL, LLC CRD 309643 | — | Advisory firm LLC | $79.4M | 2 advisors | Fixed fees | View | |
| PRAGMATIC PORTFOLIOS, LLC CRD 153764 | — | Advisory firm LLC | $79.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| S SQUARED ADVISORS LLC CRD 283785 | Austin, TX | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ANEW ADVISORS, LLC CRD 316462 | Wauwatosa, WI | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HG TAILORED FINANCIAL SERVICES CRD 317598 | Dallas, TX | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HERR CAPITAL MANAGEMENT LLC CRD 122965 | Chicago, IL | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE POINT INVESTMENT MANAGEMENT CRD 148104 | Baltimore, MD | Advisory firm LLC | $79.2M | 1 advisors | Percentage of AUM | View | |
| PGP WEALTH SERVICES, LLC CRD 151373 | — | Advisory firm LLC | $79.2M | 1 advisors | Percentage of AUM | View | |
| ENDEAVOR FINANCIAL ADVISORS, LLC CRD 173881 | — | Advisory firm LLC | $79.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAWRENCE WEALTH MANAGEMENT CRD 147228 | — | Advisory firm LLC | $79.2M | 1 advisors | Percentage of AUM | View | |
| QUEENBRIDGE CAPITAL, LLC CRD 324027 | Pittsford, NY | Advisory firm LLC | $79.1M | 3 advisors | Percentage of AUM | View | |
| ACE WEALTH PARTNERS, LLC CRD 153595 | Westminster, CO | Advisory firm LLC | $79.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRANCH CAPITAL MANAGEMENT CRD 281681 | Holland, MI | Advisory firm LLC | $79.0M | 2 advisors | Percentage of AUM | View | |
| MCGUIGAN FINANCIAL, LLC CRD 299624 | — | Advisory firm LLC | $79.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORIN GROUP, LLC CRD 168196 | Mclean, VA | Advisory firm LLC | $79.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPIRE PRIVATE WEALTH COUNSEL, LLC CRD 282582 | Knoxville, TN | Advisory firm LLC | $79.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PATHWAY PARTNERS WEALTH ADVISORS, LLC CRD 323507 | Amherst, NY | Advisory firm LLC | $78.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TAOS INVESTMENT ADVISORS, LLC CRD 158056 | Chicago, IL | Advisory firm LLC | $78.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PARTNER WEALTH CRD 287972 | — | Advisory firm LLC | $78.9M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FIREBRAND WEALTH MANAGEMENT, LLC CRD 292154 | Redmond, WA | Advisory firm LLC | $78.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABUNDANT WEALTH STRATEGIES CRD 292295 | Las Vegas, NV | Advisory firm LLC | $78.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HARVEST FINANCIAL GROUP, LLC CRD 149503 | Richmond, VA | Advisory firm LLC | $78.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |