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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 | |||||
|---|---|---|---|---|---|---|---|
| UPLEFT ASSET MANAGEMENT CRD 298637 | Port Angeles, WA | Advisory firm LLC | $54.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUS CAPITAL, LLC CRD 118068 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BERENZ WEALTH MANAGEMENT, LLC CRD 168826 | Littleton, CO | Advisory firm LLC | $54.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INTELLIGENT INVESTING CRD 286436 | Greenville, SC | Advisory firm LLC | $54.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAYBREAK WEALTH, LLC CRD 322844 | Hinsdale, IL | Advisory firm LLC | $54.3M | 1 advisors | Fixed fees | View | |
| CHEVELON CAPITAL MANAGEMENT LLC CRD 298609 | Scottsdale, AZ | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM | View | |
| STONE WALL FINANCIAL CRD 327726 | San Antonio, TX | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM; SUBADVISER FEES | View | |
| VALOREM LLC CRD 339215 | New York, NY | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIRE WEALTH MANAGEMENT, LLC CRD 327958 | Mayfield, KY | Advisory firm LLC | $54.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLE WEALTH LLC CRD 152865 | Liberty Lake, WA | Advisory firm LLC | $54.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN VIEW WEALTH MANAGEMENT LLC CRD 287865 | Arlington, VA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| DONNELLY INVESTMENTS CRD 316460 | — | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| VANTAGE WEALTH MANAGEMENT LLC CRD 324061 | — | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| FIDELA WEALTH CRD 328060 | Calabasas, CA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWO CENTURIES INVESTMENTS, LLC CRD 299570 | — | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY PRIVATE WEALTH ADVISORS, LLC CRD 299046 | Dallas, TX | Advisory firm LLC | $54.1M | 1 advisors | Percentage of AUM | View | |
| MY FINANCIAL COACH, LLC CRD 290344 | Midland, MI | Advisory firm LLC | $54.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUGULIS FINANCIAL FIRM, L.L.C. CRD 173616 | Warren, NJ | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM | View | |
| WEALTHCARE SOLUTIONS, LLC CRD 126827 | Radnor, PA | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDAR RIDGE INVESTMENT MANAGEMENT LLC CRD 326497 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ELITE CAPITAL SERVICES, LLC CRD 145449 | Folsom, CA | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM | View | |
| PETERSON WEALTH MANAGEMENT CRD 136585 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUGDEN WEALTH MANAGEMENT, LLC CRD 165766 | Denver, CO | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URI CAPITAL MANAGEMENT, LLC CRD 161988 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Performance-based fees | View |