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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 | |||||
|---|---|---|---|---|---|---|---|
| BANKSHOP, LLC CRD 306387 | Miami, FL | Advisory firm LLC | $62.1M | 3 advisors | Percentage of AUM | View | |
| HARWOOD INVESTMENT STRATEGIES, L.L.C. CRD 135383 | Monroe, MI | Advisory firm LLC | $62.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SHEROW MANAGEMENT, LLC CRD 169199 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GA PINCUS FUNDS, LLC CRD 281844 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM | View | |
| CASTLE WEALTH GROUP INVESTMENTS LLC CRD 318990 | Brighton, MI | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STATERA FINANCIAL, LLC CRD 304957 | Walpole, MA | Advisory firm LLC | $62.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVEREST FINANCIAL ADVISORS, LLC CRD 152866 | Cooper City, FL | Advisory firm LLC | $62.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEACON FINANCIAL PLANNING, LLC CRD 121462 | Logan, UT | Advisory firm LLC | $62.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAFTED WEALTH MANAGEMENT CRD 282090 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENDALL WEALTH LLC CRD 113901 | Cambridge, MA | Advisory firm LLC | $62.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWS WEALTH PARTNERS CRD 316112 | Omaha, NE | Advisory firm LLC | $62.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EXHALE WEALTH CRD 319219 | — | Advisory firm LLC | $62.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUSYOU CRD 155690 | Redwood City, CA | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC CRD 151810 | Statesboro, GA | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D. MATTERSDORFF LLC CRD 134150 | Lake Oswego, OR | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EDDY FINANCIAL, LLC CRD 290208 | Santa Monica, CA | Advisory firm LLC | $61.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT LLC CRD 301088 | — | Advisory firm LLC | $61.9M | 2 advisors | Fixed fees | View | |
| DERAMUS WEALTH MANAGEMENT, LLC CRD 289771 | Plano, TX | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIREMENT INCOME PLANNING LLC CRD 330113 | Madison, WI | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RCM ROBINSON CAPITAL MANAGEMENT LLC CRD 112814 | Sacramento, CA | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC CRD 286173 | — | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CULTIVATE FINANCIAL GROUP LLC CRD 288980 | Los Gatos, CA | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NEXTGEN WEALTH CRD 172128 | — | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM | View | |
| RIDINGER WEALTH MANAGEMENT, LLC CRD 321166 | Vancouver, WA | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |