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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.

FeesReputationProfile
EMBARK WEALTH MANAGEMENT, LLC

CRD 157950

Tempe, AZ

Advisory firm

LLC

$57.4M3 advisorsPercentage of AUMView
SPRINGSTEEL INVESTMENT ADVISORS, LLC

CRD 166126

Phoenix, AZ

Advisory firm

LLC

$57.4M1 advisorsPercentage of AUM; Hourly chargesView
SANKOTA CAPITAL LLC

CRD 333468

Chicago, IL

Advisory firm

LLC

$57.4M2 advisorsPercentage of AUMView
NAUTICAL STAR FINANCIAL GROUP LLC

CRD 316426

Las Colinas, TX

Advisory firm

LLC

$57.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
HAYDEN CAPITAL

CRD 283201

Los Angeles, CA

Advisory firm

LLC

$57.4M1 advisorsPercentage of AUM; Performance-based feesView
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

CRD 133272

Advisory firm

LLC

$57.3M2 advisorsPercentage of AUMView
OWL AND ORE WEALTH PLANNING

CRD 283734

Pleasant Hill, CA

Advisory firm

LLC

$57.3M1 advisorsPercentage of AUM; Fixed feesView
NOTTINGHILL INVESTMENT ADVISERS, LTD

CRD 106804

Cincinnati, OH

Advisory firm

LLC

$57.2M2 advisorsPercentage of AUM · Subscription fees +1 moreView
CANTERBURY TOLLGATE

CRD 297830

Brentwood, TN

Advisory firm

LLC

$57.2M2 advisorsPercentage of AUM; Performance-based feesView
PROSPERITY WEALTH MANAGEMENT

CRD 305940

Advisory firm

LLC

$57.2M1 advisorsPercentage of AUM; Fixed feesView
INTEGRITY FINANCIAL ADVISORS, LLC

CRD 290127

Grand Rapids, MI

Advisory firm

LLC

$57.2M3 advisorsPercentage of AUMView
PROMINENCE CAPITAL

CRD 165595

Eagle, ID

Advisory firm

LLC

$57.1M1 advisorsPercentage of AUMView
NGC FINANCIAL, LLC

CRD 139992

Bayside, NY

Advisory firm

LLC

$57.1M1 advisorsPercentage of AUM · Hourly charges +2 moreView
LOFTUS WEALTH STRATEGIES

CRD 316582

Advisory firm

LLC

$57.1M1 advisorsPercentage of AUM; Fixed feesView
SUMMIT INVESTMENT ADVISORY GROUP LLC

CRD 306690

Huntingdon Valley, PA

Advisory firm

LLC

$57.1M1 advisorsPercentage of AUM; Fixed feesView
NEWOAK ASSET MANAGEMENT LLC

CRD 172956

New York, NY

Advisory firm

LLC

$57.1M3 advisorsPercentage of AUM; Fixed feesView
RENEW WEALTH MANAGEMENT LLC

CRD 329069

Alexandria, VA

Advisory firm

LLC

$57.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
ELLIJA CAPITAL MANAGEMENT, LLC

CRD 137151

Advisory firm

LLC

$57.0M2 advisorsPercentage of AUM · Hourly charges +1 moreView
BENEFIT & INVESTMENT CONSULTING, LLC

CRD 136428

Advisory firm

LLC

$57.0M1 advisorsPercentage of AUMView
BOREAL ADVISORS LLC

CRD 299618

New Brighton, MN

Advisory firm

LLC

$57.0M1 advisorsPercentage of AUM; Fixed feesView
FINANCIALLY HEALTHY, LLC

CRD 156022

Oakland, CA

Advisory firm

LLC

$57.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
HARVARD AVENUE INVESTMENT ADVISORY

CRD 291787

Advisory firm

LLC

$57.0M2 advisorsPercentage of AUMView
PAULO FINANCIAL ADVISORS, LLC

CRD 131943

NY

Advisory firm

LLC

$57.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
LAMPE FINANCIAL GROUP LLC

CRD 328129

Advisory firm

LLC

$56.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
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