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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 | |||||
|---|---|---|---|---|---|---|---|
| CANYON CREEK INVESTMENT ADVISORS CRD 316378 | — | Advisory firm LLC | $54.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMONY WEALTH MANAGEMENT LLC CRD 304818 | — | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREITAG FINANCIAL GROUP, LLC CRD 150444 | Charlotte, NC | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAKEFUL CRD 144640 | Miami, FL | Advisory firm LLC | $54.7M | 4 advisors | Percentage of AUM | View | |
| HONOR FAMILY OFFICE, LLC CRD 317000 | Santa Barbara, CA | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| METHOD FINANCE, LLC CRD 170647 | — | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHORE FINANCIAL PLANNING CRD 299824 | Monmouth Beach, NJ | Advisory firm LLC | $54.6M | 2 advisors | Fixed fees | View | |
| ONCENTER FINANCIAL ADVISORS LLC CRD 168013 | Beachwood, OH | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWENTY-FIVE CAPITAL PARTNERS CRD 338735 | Newport Beach, CA | Advisory firm LLC | $54.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SISTO INVESTMENT ADVISORY, LLC CRD 284949 | Roseville, CA | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROW ALLIANCE CRD 318519 | Franklin, TN | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STROUD INVESTMENT CONSULTING CRD 324507 | — | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM | View | |
| VITA WEALTH ADVISORS, LLC CRD 331838 | Manhattan Beach, CA | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIFY WEALTH MANAGEMENT LLC CRD 277063 | Fort Collins, CO | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEVIEW INVESTMENT ADVISORS, LLC CRD 122928 | — | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM | View | |
| WESTMORE ASSET MANAGEMENT CRD 164431 | Pearl River, NY | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPLETE VIEW FINANCIAL LLC CRD 305247 | — | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA CRD 313285 | New York, NY | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM | View | |
| SOLVE CONSULTING GROUP, LLC CRD 319465 | Fort Wayne, IN | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM | View | |
| LIFECRAFT FINANCIAL PLANNING, LLC CRD 312631 | Eugene, OR | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIMARRON CAPITAL ASSOCIATES II, LLC CRD 324731 | Oklahoma City, OK | Advisory firm LLC | $54.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TECHNOLOGIES ABX CRD 337681 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RUDE WEALTH ADVISORY CRD 312865 | Olney, IL | Advisory firm LLC | $54.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REED CAPITAL MANAGEMENT, LLC CRD 171162 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM | View |