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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 | |||||
|---|---|---|---|---|---|---|---|
| KINGSLEY ADVISORS, LLC CRD 217513 | — | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| NASHUA CAPITAL MANAGEMENT LLC CRD 160438 | Nashua, NH | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| JAM CAPITAL PARTNERS CRD 161949 | Saint Simons Island, GA | Advisory firm LLC | $64.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL AREA PLANNING GROUP CRD 333056 | Washington, DC | Advisory firm LLC | $64.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGY CAP, LLC CRD 323391 | Bend, OR | Advisory firm LLC | $64.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY WEALTH CONCEPTS CRD 117422 | Baton Rouge, LA | Advisory firm LLC | $64.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSSPLAN MONEY MANAGEMENT CRD 129489 | Seminole, FL | Advisory firm LLC | $64.8M | 1 advisors | Percentage of AUM | View | |
| DOMINION CAPITAL WEALTH ADVISORS CRD 174030 | Norfolk, VA | Advisory firm LLC | $64.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIMERICK FINANCIAL GROUP, LLC CRD 141128 | Limerick, PA | Advisory firm LLC | $64.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL, LLC CRD 122437 | South Windsor, CT | Advisory firm LLC | $64.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FOCUSED MISSION FINANCIAL CRD 322953 | San Diego, CA | Advisory firm LLC | $64.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL SOLUTIONS CRD 124320 | Onancock, VA | Advisory firm LLC | $64.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH ADVISORS CRD 323750 | Granger, IN | Advisory firm LLC | $64.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MOMENTUM WEALTH MANAGEMENT CRD 295689 | Columbus, GA | Advisory firm LLC | $64.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEXAS ASSET MANAGEMENT CRD 114714 | Lakeway, TX | Advisory firm LLC | $64.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGUS WEALTH MANAGEMENT CRD 168994 | Austin, TX | Advisory firm LLC | $64.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVA WEALTH MANAGEMENT LLC CRD 154751 | — | Advisory firm LLC | $64.6M | 1 advisors | Percentage of AUM | View | |
| BUILD ASSET MANAGEMENT CRD 298354 | Jefferson City, MO | Advisory firm LLC | $64.6M | 3 advisors | Percentage of AUM | View | |
| OCEANIC CAPITAL MANAGEMENT LLC CRD 146135 | Red Bank, NJ | Advisory firm LLC | $64.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIBERA INVESTMENT MANAGEMENT, LLC CRD 124694 | — | Advisory firm LLC | $64.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MINT ASSET MANAGEMENT LLC CRD 315568 | New York, NY | Advisory firm LLC | $64.5M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| THE FREYR GROUP CRD 330313 | — | Advisory firm LLC | $64.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VOMUND INVESTMENT MANAGEMENT, LLC CRD 108137 | Incline Village, NV | Advisory firm LLC | $64.5M | 1 advisors | Percentage of AUM | View | |
| SAMMONS WEALTH CRD 286284 | Dallas, TX | Advisory firm LLC | $64.4M | 1 advisors | Percentage of AUM; Fixed fees | View |