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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 | |||||
|---|---|---|---|---|---|---|---|
| NORTHSTAR PORTFOLIO INVESTMENTS, LLC CRD 173314 | Stamford, CT | Advisory firm LLC | $64.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMP FINANCIAL PLANNING, LLC CRD 315300 | DC | Advisory firm LLC | $64.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINIECKI WEALTH MANAGEMENT CRD 156007 | — | Advisory firm LLC | $64.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRDLINE CAPITAL MANAGEMENT LLC CRD 314158 | Richmond, VA | Advisory firm LLC | $64.3M | 6 advisors | Percentage of AUM | View | |
| GRIGG FINANCIAL, LLC CRD 304317 | Timonium, MD | Advisory firm LLC | $64.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| R & J FINANCIAL PARTNERS, LLC CRD 171917 | Winchester, VA | Advisory firm LLC | $64.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOWLINE FINANCIAL, LLC CRD 310255 | Grosse Pointe Woods, MI | Advisory firm LLC | $64.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREATER THAN FINANCIAL CRD 281703 | — | Advisory firm LLC | $64.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPRINGDALE CAPITAL CRD 150338 | — | Advisory firm LLC | $64.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RCA WEALTH STRATEGIES LLC CRD 315915 | Overland Park, KS | Advisory firm LLC | $64.1M | 3 advisors | Percentage of AUM | View | |
| ROHR CAPITAL MANAGEMENT CRD 299876 | Parkersburg, WV | Advisory firm LLC | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAVALOT CAPITAL CRD 312088 | Incline Village, NV | Advisory firm LLC | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN & ACT CRD 148453 | — | Advisory firm LLC | $64.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRO CAPITAL LLC CRD 334371 | Southlake, TX | Advisory firm LLC | $64.0M | 2 advisors | Percentage of AUM | View | |
| LAKESIDE FINANCIAL PLANNING, LLC CRD 170716 | — | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NASH-HASTY PRIVATE WEALTH MANAGEMENT CRD 328332 | Peoria, IL | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM | View | |
| HYPERION WEALTH MANAGEMENT, LLC CRD 277141 | Maitland, FL | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVEXITY WEALTH MANAGEMENT, LLC CRD 327183 | Seattle, WA | Advisory firm LLC | $63.9M | 2 advisors | Percentage of AUM | View | |
| ADVANTA WEALTH MANAGEMENT CRD 326877 | Lynchburg, VA | Advisory firm LLC | $63.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLP WEALTH CRD 325631 | Durham, NC | Advisory firm LLC | $63.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCOLLUM INVESTMENT ADVISORS CRD 307225 | Dayton, OH | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PREVAIL FINANCIAL PARTNERS, LLC CRD 299552 | Bayport, MN | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVERLIGHT ASSET MANAGEMENT, LLC CRD 306251 | Newport Beach, CA | Advisory firm LLC | $63.7M | 2 advisors | Percentage of AUM | View | |
| OLESKY CAPITAL MANAGEMENT, LLC CRD 111627 | — | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM | View |