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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 | |||||
|---|---|---|---|---|---|---|---|
| PRINCETON ASSET MANAGEMENT, LLC CRD 148087 | Boca Raton, FL | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| JASMIJN CAPITAL MANAGEMENT, LLC CRD 127066 | Highland, UT | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| A-TEAM ADVISORS CRD 310941 | — | Advisory firm LLC | $71.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| DOXA CAPITAL, LLC CRD 174851 | Arlington, VA | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| LEGEND PRIVATE WEALTH, LLC CRD 308639 | Charlotte, NC | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| TRONDHEIM CAPITAL, LLC CRD 152843 | — | Advisory firm LLC | $71.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ZORA FINANCIAL CRD 170544 | — | Advisory firm LLC | $71.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KRAMMER FINANCIAL CRD 226712 | — | Advisory firm LLC | $70.9M | 1 advisors | Percentage of AUM | View | |
| SCHMIDT WEALTH MANAGEMENT, L.L.C. CRD 328084 | Lawrenceburg, IN | Advisory firm LLC | $70.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRULY PROSPER FINANCIAL PLANNING LLC CRD 310549 | Dublin, OH | Advisory firm LLC | $70.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| SHOREPINE WEALTH MANAGEMENT, LLC CRD 288583 | — | Advisory firm LLC | $70.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMUM WEALTH MANAGEMENT, LLC CRD 132422 | — | Advisory firm LLC | $70.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOVEREIGN CRD 314859 | Vienna, VA | Advisory firm LLC | $70.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIDUCIARY MANAGEMENT GROUP, LLC CRD 136612 | New York, NY | Advisory firm LLC | $70.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATARAXIS ADVISORS LLC CRD 328373 | Lansing, MI | Advisory firm LLC | $70.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WISEMAN & ASSOCIATES WEALTH MANAGEMENT CRD 169677 | Middleburg, VA | Advisory firm LLC | $70.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROGERS INVESTMENT ADVISORS, LLC CRD 132722 | Santa Clara, CA | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEWAY ASSET MANAGEMENT, LLC CRD 311521 | Independence, OH | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADRONA WEALTH MANAGEMENT LLC CRD 171261 | — | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESKYE INVESTMENT ADVISERS, LLC CRD 161097 | Orlando, FL | Advisory firm LLC | $70.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OUTPOST ADVISORS, LLC CRD 300602 | — | Advisory firm LLC | $70.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COURSE 26, LLC CRD 171325 | Fort Worth, TX | Advisory firm LLC | $70.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CPK WEALTH MANAGEMENT LLC CRD 296913 | — | Advisory firm LLC | $70.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCAVOY KEMP WEALTH MANAGEMENT, LLC CRD 122084 | Columbus, IN | Advisory firm LLC | $70.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |