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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 | |||||
|---|---|---|---|---|---|---|---|
| AVANTI WEALTH MANAGEMENT CRD 137322 | Longwood, FL | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANWELL FINANCIAL GUIDANCE, LLC CRD 293932 | Blooming Prairie, MN | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FEDERAL HILL CAPITAL MANAGEMENT CRD 151499 | Bardstown, KY | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIP FINANCIAL, LLC CRD 325351 | — | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PISCES FINANCIAL ADVISORS, LLC CRD 313209 | — | Advisory firm LLC | $55.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| DCJ GLOBAL WEALTH MANAGEMENT CRD 148398 | — | Advisory firm LLC | $55.5M | 2 advisors | Percentage of AUM | View | |
| MCCARTY WEALTH CRD 333888 | Rockledge, FL | Advisory firm LLC | $55.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GENEROUS WEALTH MANAGEMENT CRD 318091 | — | Advisory firm LLC | $55.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAIS CAPITAL MANAGEMENT, LLC CRD 226511 | Thibodaux, LA | Advisory firm LLC | $55.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DEEP BLUE FINANCIAL LLC CRD 170446 | Northbrook, IL | Advisory firm LLC | $55.4M | 1 advisors | Percentage of AUM | View | |
| SOARING CAPITAL MANAGEMENT, LLC CRD 308942 | — | Advisory firm LLC | $55.4M | 1 advisors | Percentage of AUM | View | |
| FIDENT FINANCIAL, LLC CRD 286510 | — | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALIDEA CAPITAL MANAGEMENT LLC CRD 130887 | — | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM; MODEL MANAGER FEES | View | |
| FIVE RIVERS FINANCIAL ADVISORS, LLC CRD 120249 | North East, MD | Advisory firm LLC | $55.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLYMPUS CAPITAL, LLC CRD 310659 | Richardson, TX | Advisory firm LLC | $55.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR FINANCIAL, LLC CRD 147829 | Wilmington, NC | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DELPHI WEALTH PARTNERS CRD 268825 | Grand Junction, CO | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEPAOLO & MAY STRATEGIC WEALTH LLC CRD 327564 | Irvine, CA | Advisory firm LLC | $55.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOLAN PARTNERS LLC CRD 152317 | Danville, CA | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRUBEL INVESTMENT MANAGEMENT, LLC CRD 151455 | Lancaster, PA | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERE FINANCIAL, LLC CRD 332723 | Houston, TX | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERGER WEALTH MANAGEMENT, LLC CRD 329239 | Naples, FL | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM | View | |
| CUBIC ADVISORS, LLC CRD 165008 | — | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM | View | |
| SEAPORT FINANCIAL PLANNING, LLC CRD 149874 | — | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |