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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 | |||||
|---|---|---|---|---|---|---|---|
| NEXUS STRATEGIC WEALTH CRD 336847 | Tualatin, OR | Advisory firm LLC | $56.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STONE FORTRESS WEALTH STRATEGIES CRD 331873 | — | Advisory firm LLC | $56.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURR & COMPANY, LLC CRD 141975 | Osterville, MA | Advisory firm LLC | $56.1M | 1 advisors | Percentage of AUM | View | |
| 3RD STREET CAPITAL MANAGEMENT L.L.C. CRD 165950 | Baton Rouge, LA | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM; NEGOTIABLE | View | |
| DUNES FINANCIAL CRD 334836 | — | Advisory firm LLC | $56.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| THE COLERIDGE GROUP LLC CRD 108335 | Phoenix, AZ | Advisory firm LLC | $56.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| MILESTONE MONEY CRD 319203 | Chicago, IL | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARCVEST, LLC CRD 162827 | — | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View | |
| THOMAS JONES FINANCIAL LLC CRD 124114 | St.. Clair Shores, MI | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View | |
| STM ASSET MANAGEMENT LLC CRD 150213 | — | Advisory firm LLC | $56.0M | 3 advisors | Percentage of AUM | View | |
| TAYLOR FINANCIAL MANAGEMENT, LLC CRD 172656 | — | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View | |
| CEDAR RIVER CAPITAL, LLC CRD 288579 | Seattle, WA | Advisory firm LLC | $55.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORDIA WEALTH PLANNING, LLC CRD 304639 | — | Advisory firm LLC | $55.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EVEN HERD LLC CRD 329728 | Oklahoma City, OK | Advisory firm LLC | $55.9M | 1 advisors | Percentage of AUM | View | |
| ALSPAUGH WEALTH MANAGEMENT CRD 167477 | Cape Girardeau, MO | Advisory firm LLC | $55.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVIPARTNER, LLC CRD 288116 | Kingsport, TN | Advisory firm LLC | $55.8M | 1 advisors | Percentage of AUM | View | |
| FLYING POINT ASSET MANAGEMENT LLC CRD 157858 | NY | Advisory firm LLC | $55.7M | 1 advisors | Percentage of AUM | View | |
| BLEND WEALTH CRD 316053 | Indianapolis, IN | Advisory firm LLC | $55.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MORAN TICE CAPITAL MANAGEMENT LLC CRD 305734 | — | Advisory firm LLC | $55.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MUELLER WEALTH ADVISORS CRD 319629 | Austin, TX | Advisory firm LLC | $55.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MISER ASSET MANAGEMENT CRD 318164 | Knoxville, TN | Advisory firm LLC | $55.7M | 2 advisors | Percentage of AUM | View | |
| BULLSEYE INVESTMENT GROUP CRD 333284 | CA | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM | View | |
| ONEASCENT CAPITAL CRD 323220 | Birmingham, AL | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TEXWEALTH CRD 328912 | — | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM | View |