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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 | |||||
|---|---|---|---|---|---|---|---|
| QUALITY ASSET MANAGEMENT, LLC CRD 131158 | — | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM | View | |
| BIRCH STREET FINANCIAL ADVISORS CRD 305749 | — | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARPATH WEALTH MANAGEMENT, L.C. CRD 116029 | Overland Park, KS | Advisory firm LLC | $63.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGERIVER ADVISORS LLC CRD 142501 | Bloomfield Hills, MI | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM | View | |
| CROWN PRIVATE WEALTH, LLC CRD 311541 | Mooresville, NC | Advisory firm LLC | $63.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONEHENGE PRIVATE CLIENT GROUP, LLC CRD 298552 | — | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM | View | |
| EAST HORIZON INVESTMENTS CRD 158364 | Cambridge, MA | Advisory firm LLC | $63.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRONG BRIDGE ADVISORS LLC CRD 315520 | San Francisco, CA | Advisory firm LLC | $63.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EQUIVEST FINANCIAL ADVISORS LLC CRD 281366 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM | View | |
| STONE LAKE WEALTH MANAGEMENT, LLC CRD 283554 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORIANDER FINANCIAL GROUP LLC CRD 330667 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VALOR WEALTH PARTNERS CRD 315179 | Washington, DC | Advisory firm LLC | $63.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOINER FINANCIAL, LLC CRD 147962 | El Dorado Hills, CA | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAY HILL CAPITAL MANAGEMENT USA, LLC CRD 287897 | — | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM | View | |
| HYLAND WEALTH MANAGEMENT LLC CRD 288231 | Green, OH | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREMONTE FINANCIAL CONSULTANTS CRD 298562 | Traverse City, MI | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUOINAGE CAPITAL LLC CRD 310802 | — | Advisory firm LLC | $63.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGLAS CAPITAL MANAGEMENT, LLC CRD 143585 | — | Advisory firm LLC | $63.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JARVIS GLOBAL INVESTMENTS LLC CRD 144259 | — | Advisory firm LLC | $63.2M | 3 advisors | Percentage of AUM | View | |
| SENTINEL ASSET MANAGEMENT, LLC CRD 302082 | Wallingford, CT | Advisory firm LLC | $63.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANGER GLOBAL HOLDINGS LLC CRD 286378 | Charlottesville, VA | Advisory firm LLC | $63.2M | 2 advisors | Percentage of AUM | View | |
| SILVEROAK INVESTMENTS, LLC CRD 290935 | — | Advisory firm LLC | $63.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KOI PORTFOLIO MANAGEMENT, LLC CRD 310421 | — | Advisory firm LLC | $63.2M | 1 advisors | Percentage of AUM | View | |
| NORTH SCOTTSDALE WEALTH ADVISORS, LLC CRD 284449 | Scottsdale, AZ | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM | View |