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 | |||||
|---|---|---|---|---|---|---|---|
| WORCH CAPITAL LLC CRD 155220 | Rockville, MD | Advisory firm LLC | $71.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TARGETED WEALTH SOLUTIONS CRD 282131 | Colorado Springs, CO | Advisory firm LLC | $71.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBRA FUND MANAGEMENT, LLC CRD 328207 | New York, NY | Advisory firm LLC | $71.6M | 40 advisors | Percentage of AUM | View | |
| CHAMBERLAIN FINANCIAL ADVISORS, INC. CRD 292233 | — | Advisory firm LLC | $71.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RISE RETIREMENT, LLC CRD 299026 | Lee'S Summit, MO | Advisory firm LLC | $71.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURSUIT FUND ADVISERS LLC CRD 333442 | CT | Advisory firm LLC | $71.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOCKWISE CAPITAL LLC CRD 175233 | Miami, FL | Advisory firm LLC | $71.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOMENTUM PRIVATE WEALTH MANAGEMENT CRD 305502 | Cedar Park, TX | Advisory firm LLC | $71.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HV CAPITAL MANAGEMENT CRD 339467 | Montgomery, NY | Advisory firm LLC | $71.5M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PELICAN WEALTH ADVISORS, LLC CRD 153972 | Bonita Springs, FL | Advisory firm LLC | $71.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WICKFORD WEALTH MANAGEMENT, LLC CRD 164675 | North Kingstown, RI | Advisory firm LLC | $71.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD PARK MANAGEMENT, LLC CRD 324383 | Greenwich, CT | Advisory firm LLC | $71.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CSJ WEALTH MANAGEMENT, LLC CRD 169437 | — | Advisory firm LLC | $71.4M | 1 advisors | Percentage of AUM | View | |
| THE GOODLAND GROUP CRD 306567 | — | Advisory firm LLC | $71.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALDWIN WEALTH MANAGEMENT, LLC CRD 154633 | St.. Louis, MO | Advisory firm LLC | $71.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AZURA PARTNERS US LLC CRD 327986 | New York, NY | Advisory firm LLC | $71.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEP IT SIMPLE FINANCIAL PLANNING CRD 269826 | Orange, CA | Advisory firm LLC | $71.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITAL CAPITAL LLC CRD 318147 | Clinton, IA | Advisory firm LLC | $71.2M | 5 advisors | Percentage of AUM | View | |
| CHRISTENSEN CAPITAL, LLC CRD 117699 | — | Advisory firm LLC | $71.1M | 2 advisors | Percentage of AUM | View | |
| MAIN STREET FINANCIAL CRD 118130 | Purchase, NY | Advisory firm LLC | $71.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CHISHOLM WEALTH MANAGEMENT CRD 321134 | Burleson, TX | Advisory firm LLC | $71.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANROCK WEALTH STRATEGIES, LLC CRD 304803 | Brentwood, TN | Advisory firm LLC | $71.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WISDOM CAPITAL ASSET MANAGEMENT, LLC CRD 307648 | NY | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UNITY FINANCIAL PLANNING GROUP LLC CRD 333889 | Kennesaw, GA | Advisory firm LLC | $71.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View |