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 | |||||
|---|---|---|---|---|---|---|---|
| ORTMAN FINANCIAL PLANNING CRD 281944 | North Bethesda, MD | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHUNITE ADVISORS, LLC CRD 285807 | Manhasset, NY | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM | View | |
| CROSSROADS PLANNING CRD 277127 | Orange, CA | Advisory firm LLC | $63.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMERS VALUE PARTNERS LLC CRD 297254 | Denver, CO | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FERN FINANCIAL GROUP, LLC CRD 322658 | — | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BORTEL INVESTMENT MANAGEMENT, LLC CRD 153297 | Gig Harbor, WA | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM | View | |
| IONE CAPITAL MANAGEMENT LLC CRD 305571 | — | Advisory firm LLC | $63.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KRAMER INVESTMENT SERVICES, LLC CRD 169769 | Lake Geneva, WI | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCKEEL CAPITAL MANAGEMENT CRD 142132 | Flower Mound, TX | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERAPHIM CAPITAL MANAGEMENT, LLC CRD 170976 | CO | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHADE TREE PARTNERS LLC CRD 150865 | Dallas, TX | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PURPOSEPATH CAPITAL, LLC CRD 315556 | Quincy, IL | Advisory firm LLC | $63.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGEHELM FINANCIAL CRD 305015 | Nashville, TN | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPITAL RESEARCH ADVISORS, LLC CRD 125621 | Suwanee, GA | Advisory firm LLC | $62.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RETIRE PITTSBURGH MANAGEMENT LLC CRD 311977 | Murrysville, PA | Advisory firm LLC | $62.9M | 3 advisors | Percentage of AUM | View | |
| BRYANT & BRANNOCK, LLC. CRD 148254 | Durham, NC | Advisory firm LLC | $62.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORINTHIAN PARTNERS ASSET MANAGEMENT LLC CRD 109385 | New York, NY | Advisory firm LLC | $62.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEP BY STEP FINANCIAL, LLC CRD 146345 | Tulsa, OK | Advisory firm LLC | $62.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RISE PRIVATE WEALTH ADVISORS CRD 309356 | Tucson, AZ | Advisory firm LLC | $62.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITESPACE FINANCIAL, LLC CRD 149069 | Palo Alto, CA | Advisory firm LLC | $62.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE RIDGE ASSET MANAGEMENT, LLC CRD 289006 | Overland Park, KS | Advisory firm LLC | $62.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNIDER TALBOT FINANCIAL PLANNING LLC CRD 144026 | Liberty, MO | Advisory firm LLC | $62.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT ASSET MANAGEMENT CRD 140972 | — | Advisory firm LLC | $62.8M | 1 advisors | Percentage of AUM | View | |
| VANTAGE WEALTH MANAGEMENT LLC CRD 324413 | Corvallis, OR | Advisory firm LLC | $62.8M | 2 advisors | Percentage of AUM; Hourly charges | View |