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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 | |||||
|---|---|---|---|---|---|---|---|
| BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC CRD 317002 | Foothill Ranch, CA | Advisory firm LLC | $69.2M | 2 advisors | Percentage of AUM | View | |
| DURKIN INVESTMENT GROUP, LLC. CRD 167370 | — | Advisory firm LLC | $69.1M | 1 advisors | Percentage of AUM | View | |
| MAZE FINANCIAL PLANNING CRD 140934 | Chapel Hill, NC | Advisory firm LLC | $69.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FREEDOM FOUND FINANCIAL CRD 306009 | Towaco, NJ | Advisory firm LLC | $69.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| PIECAPITAL CRD 328743 | Raleigh, NC | Advisory firm LLC | $69.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEXFORD WEALTH ADVISORS LLC CRD 288407 | Wexford, PA | Advisory firm LLC | $68.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JONES WEALTH ADVISORS, LLC CRD 337281 | Pasadena, CA | Advisory firm LLC | $68.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAKELY HARBOR ADVISORS, LLC CRD 152249 | New Haven, CT | Advisory firm LLC | $68.9M | 1 advisors | Percentage of AUM | View | |
| ANACAPA FINANCIAL, LLC CRD 305365 | Ventura, CA | Advisory firm LLC | $68.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROLAND FINANCIAL WEALTH MANAGEMENT LLC CRD 315175 | Erie, PA | Advisory firm LLC | $68.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ADVIZE WEALTH MANAGEMENT CRD 297380 | Rochester, MI | Advisory firm LLC | $68.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIT ADVISORS LLC CRD 175023 | — | Advisory firm LLC | $68.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUYYO PLANNING GROUP CRD 298052 | — | Advisory firm LLC | $68.7M | 2 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| KETURI INVESTMENT MANAGEMENT, LLC CRD 315951 | Lake Oswego, OR | Advisory firm LLC | $68.6M | 5 advisors | Percentage of AUM | View | |
| SAUNDERS FINANCIAL LLC CRD 167114 | Livonia, MI | Advisory firm LLC | $68.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| D.S. BROWN WEALTH ADVISORS, LLC CRD 307362 | Atlanta, GA | Advisory firm LLC | $68.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITEWATER WEALTH CRD 169233 | — | Advisory firm LLC | $68.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHANEXT, LLC CRD 297504 | Los Angeles, CA | Advisory firm LLC | $68.5M | 1 advisors | Percentage of AUM | View | |
| KAIZEN WEALTH MANAGEMENT, LLC CRD 131466 | Charleston, SC | Advisory firm LLC | $68.5M | 1 advisors | Percentage of AUM | View | |
| GRANITE WEALTH MANAGEMENT LLC CRD 309868 | Plymouth, MA | Advisory firm LLC | $68.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHIELD WEALTH ADVISORS CRD 309538 | Williamsville, NY | Advisory firm LLC | $68.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| UMB PRIVATE WEALTH MANAGEMENT, LLC CRD 306374 | Kansas City, MO | Advisory firm LLC | $68.4M | 41 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIREMENT LIFESTYLES ADVISORY GROUP CRD 154642 | Redding, CA | Advisory firm LLC | $68.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFIR LLC CRD 168526 | — | Advisory firm LLC | $68.3M | 1 advisors | Percentage of AUM; Performance-based fees | View |