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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 | |||||
|---|---|---|---|---|---|---|---|
| FINCH CAPITAL MANAGEMENT LLC CRD 318040 | Austin, TX | Advisory firm LLC | $58.6M | 1 advisors | Percentage of AUM | View | |
| YORKMONT CAPITAL MANAGEMENT, LLC CRD 164599 | Austin, TX | Advisory firm LLC | $58.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | Minneapolis, MN | Advisory firm LLC | $58.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WICHITA WEALTH MANAGEMENT, LLC CRD 141157 | Wichita, KS | Advisory firm LLC | $58.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AVID PLANNING CRD 284332 | St.. Petersburg, FL | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY WEALTH MANAGEMENT, LLC CRD 284324 | Little Rock, AR | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRIONNA WEALTH LLC CRD 330136 | Avon, CT | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRB STRATEGIC SERVICES LLC CRD 327156 | — | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCKAY WEALTH MANAGEMENT GROUP LLC CRD 281578 | Richmond, VA | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTSALUS WEALTH MANAGEMENT CRD 327857 | Mission Viejo, CA | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HELIANTH INVESTMENT MANAGEMENT LLC CRD 317326 | Port Chester, NY | Advisory firm LLC | $58.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATLANTIS INVESTMENT COACHING, LLC CRD 145416 | San Juan, PR | Advisory firm LLC | $58.4M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| RAIN OR SHINE PLANNING, LLC CRD 327703 | — | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DORSEY WEALTH MANAGEMENT, LLC CRD 158752 | Torrance, CA | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCE WISDOM CRD 325643 | — | Advisory firm LLC | $58.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTER RETIREMENT ADVISORS LLC CRD 321746 | Lehi, UT | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MYFINANCIALPRO, LLC CRD 136724 | Shelton, CT | Advisory firm LLC | $58.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRANSGLOBAL ADVISORY, LLC CRD 168709 | Monrovia, CA | Advisory firm LLC | $58.3M | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GROWTH HORIZONS WEALTH MANAGEMENT LLC CRD 328037 | Georgetown, TX | Advisory firm LLC | $58.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUCK CAPITAL CRD 164329 | New York, NY | Advisory firm LLC | $58.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C. CRD 130538 | Princeton, NJ | Advisory firm LLC | $58.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRE SENSIBLY LLC CRD 292828 | Meridian, ID | Advisory firm LLC | $58.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MY PROSPER TEAM CRD 311144 | Lehi, UT | Advisory firm LLC | $58.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDM CAPITAL, LLC CRD 287669 | Phoenix, AZ | Advisory firm LLC | $58.2M | 1 advisors | Percentage of AUM | View |