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 | |||||
|---|---|---|---|---|---|---|---|
| BAOBAB WEALTH MANAGEMENT CRD 333561 | — | Advisory firm LLC | $70.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MDX WEALTH MANAGEMENT CRD 161309 | Sugarland, TX | Advisory firm LLC | $70.3M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WATCH GUARD CAPITAL LLC CRD 284719 | — | Advisory firm LLC | $70.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRELANDS WEALTH MANAGEMENT, LLC CRD 222527 | Huron, OH | Advisory firm LLC | $70.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLEMENSEN CAPITAL COMPANY LLC CRD 166837 | — | Advisory firm LLC | $70.3M | 4 advisors | Percentage of AUM | View | |
| POLARIS FINANCIAL, LLC CRD 281952 | AR | Advisory firm LLC | $70.2M | 2 advisors | Percentage of AUM | View | |
| DEMESNE INVESTMENTS CRD 305671 | — | Advisory firm LLC | $70.2M | 1 advisors | Percentage of AUM | View | |
| WANG FINANCIAL, LLC CRD 167570 | Santa Barbara, CA | Advisory firm LLC | $70.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QUIET WEALTH MANAGEMENT CRD 312940 | — | Advisory firm LLC | $70.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| PERCENT ADVISORS LLC CRD 318890 | New York, NY | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ACTIS WEALTH MANAGEMENT CRD 306794 | Waukee, IA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ALLIANCE, LLC CRD 140630 | San Diego, CA | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKBURN FINANCIAL CRD 159312 | Cashmere, WA | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOALBRIDGE WEALTH MANAGEMENT, LLC CRD 285623 | Appleton, WI | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ICEBRIDGE FINANCIAL GROUP CRD 323346 | Boca Raton, FL | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KONDRACKI ADVISORY, LLC CRD 165649 | Hingham, MA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM | View | |
| MARATHON CAPITAL MANAGEMENT, LLC CRD 132645 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MINDSTATE CAPITAL LLC CRD 318068 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM | View | |
| MULBERRY CAPITAL MANAGEMENT LLC CRD 314693 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM | View | |
| RAIMOND WEALTH MANAGEMENT LLC CRD 126302 | — | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENAISSANCE ADVISORY GROUP CRD 129512 | Bryn Mawr, PA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM | View | |
| LEGACY FOLIOS CRD 323319 | — | Advisory firm LLC | $70.0M | 3 advisors | Percentage of AUM | View | |
| SCHORPP CAPITAL MANAGEMENT CRD 131893 | East Brunswick, NJ | Advisory firm LLC | $69.9M | 2 advisors | Percentage of AUM | View | |
| DICKINSON BARNUM INVESTMENT MANAGEMENT, LLC CRD 156672 | Paragould, AR | Advisory firm LLC | $69.9M | 2 advisors | Percentage of AUM | View |