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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 | |||||
|---|---|---|---|---|---|---|---|
| ANCAP FINANCIAL CRD 328249 | — | Advisory firm LLC | $62.8M | 2 advisors | Hourly charges; Fixed fees | View | |
| BIRCH ELLIOTT FINANCIAL, LLC CRD 300046 | — | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM | View | |
| HARLAN FINANCIAL LLC CRD 312995 | — | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LISCH INVESTMENT MANAGEMENT LLC CRD 127753 | — | Advisory firm LLC | $62.7M | 2 advisors | Percentage of AUM | View | |
| PROVIDENT LIVING ADVISORS LLC CRD 290723 | Silverdale, WA | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED WEALTH MANAGEMENT, LLC CRD 285838 | Portsmouth, NH | Advisory firm LLC | $62.6M | 1 advisors | Percentage of AUM | View | |
| BBK WEALTH LLC CRD 311324 | Fishers, IN | Advisory firm LLC | $62.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIZED CAPITAL LLC CRD 333237 | — | Advisory firm LLC | $62.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OAK CAPITAL ADVISORS, LLC CRD 285091 | — | Advisory firm LLC | $62.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWAY ADVISORS, LLC CRD 306117 | Fallbrook, CA | Advisory firm LLC | $62.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN VIEW STRATEGIC WEALTH, LLC CRD 154295 | Hopewell Junction, NY | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE INVESTMENT SERVICES CRD 129164 | Providence, RI | Advisory firm LLC | $62.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN WEALTH MANAGEMENT CRD 313909 | Boston, MA | Advisory firm LLC | $62.5M | 1 advisors | Fixed fees | View | |
| NEW LEGACY FINANCIAL GROUP, LLC CRD 151155 | Smithville, OH | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METTE ASSOCIATES, LLC CRD 140812 | Tempe, AZ | Advisory firm LLC | $62.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PWJOHNSON WEALTH & LEGACY, LLC CRD 133538 | Los Altos, CA | Advisory firm LLC | $62.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAAF INVESTMENT ADVISORS, LLC CRD 156004 | Portland, OR | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM | View | |
| AMY T. SHARP, CFP, LLC CRD 285405 | — | Advisory firm LLC | $62.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SANDERS RETIREMENT PLANNING LLC CRD 333590 | Omaha, NE | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUEHAVEN CAPITAL CRD 332005 | Franklin, TN | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BUFFERLABS CRD 337959 | Henderson, NV | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM; NET INCOME ACCRUAL | View | |
| PRINCE FINANCIAL ADVISORY LLC CRD 131234 | New York, NY | Advisory firm LLC | $62.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCHEMY WEALTH MANAGEMENT CRD 311022 | — | Advisory firm LLC | $62.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RINCON WEALTH MANAGEMENT CRD 311430 | Lakeway, TX | Advisory firm LLC | $62.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |