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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 | |||||
|---|---|---|---|---|---|---|---|
| ROSMAN ASSET MANAGEMENT, LLC CRD 155922 | — | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THURSTON HALL INVESTMENT RESEARCH, LLC CRD 136700 | Newton, MA | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM | View | |
| TRUSTTREE FINANCIAL LLC CRD 287985 | Huntersville, NC | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAITS INVESTMENTS, LLC CRD 165785 | — | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MGM INNOVA CAP MANAGEMENT LLC CRD 301918 | Miami, FL | Advisory firm LLC | $78.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANT CAPITAL MANAGEMENT LLC CRD 143596 | — | Advisory firm LLC | $78.0M | 1 advisors | Percentage of AUM | View | |
| CENTER LAKE CAPITAL MANAGEMENT, LLC CRD 174311 | West Palm Beach, FL | Advisory firm LLC | $77.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COPPER BEECH ADVISORS, LLC CRD 151496 | Malvern, PA | Advisory firm LLC | $77.9M | 1 advisors | Fixed fees | View | |
| LIBERTY PARK CAPITAL MANAGEMENT, LLC CRD 160315 | Austin, TX | Advisory firm LLC | $77.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CYPRESS WEALTH MANAGEMENT, LLC CRD 154177 | Germantown, TN | Advisory firm LLC | $77.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ON COURSE FINANCIAL PLANNING CRD 132172 | — | Advisory firm LLC | $77.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SNAKE RIVER INVESTMENT COUNSEL LLC CRD 314200 | Idaho Falls, ID | Advisory firm LLC | $77.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VECTORWEALTH CRD 312707 | Tampa, FL | Advisory firm LLC | $77.8M | 4 advisors | Percentage of AUM | View | |
| LYNCHBURG WEALTH MANAGEMENT CRD 284344 | Lynchburg, VA | Advisory firm LLC | $77.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBERT A. SANDLER, LLC CRD 289375 | — | Advisory firm LLC | $77.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JECOHEN & CO., LLC CRD 173878 | New Orleans, LA | Advisory firm LLC | $77.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ARROWHEAD INVESTMENT MANAGEMENT LLC CRD 285032 | White Plains, NY | Advisory firm LLC | $77.6M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALIGNMENT FINANCIAL GROUP CRD 306644 | NH | Advisory firm LLC | $77.6M | 1 advisors | Percentage of AUM | View | |
| SHRIER ASSOCIATES, LLC CRD 129043 | — | Advisory firm LLC | $77.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ETHOS CAPITAL GROUP, LLC CRD 149579 | Little Rock, AR | Advisory firm LLC | $77.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONNECTIVE WEALTH PARTNERS, LLC CRD 335624 | AZ | Advisory firm LLC | $77.6M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COAST BRIDGE CAPITAL CRD 327898 | — | Advisory firm LLC | $77.5M | 2 advisors | Percentage of AUM | View | |
| UNITED SUCCESS WEALTH MANAGEMENT CRD 327031 | Chatham, NJ | Advisory firm LLC | $77.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRED FINANCIAL PLANNERS CRD 305122 | — | Advisory firm LLC | $77.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |