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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 | |||||
|---|---|---|---|---|---|---|---|
| COPELAND WEALTH MANAGEMENT, LLC CRD 152781 | Clarksville, TN | Advisory firm LLC | $52.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COASTAL CAPITAL ADVISORS CRD 307224 | — | Advisory firm LLC | $52.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILY DYNASTY ADVISORS LLC CRD 297082 | Lubbock, TX | Advisory firm LLC | $52.3M | 2 advisors | Percentage of AUM | View | |
| SYNTROPY WEALTH MANAGEMENT LLC CRD 293062 | — | Advisory firm LLC | $52.3M | 1 advisors | Percentage of AUM | View | |
| NEXT GENERATION WEALTH PLANNING, LLC CRD 141615 | Forked River, NJ | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OLYMPIC FINANCIAL ADVISORS, LLC CRD 283975 | — | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM | View | |
| NEW ASSETS INVESTMENT ADVISORS LLC CRD 167341 | Milpitas, CA | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC CRD 171869 | — | Advisory firm LLC | $52.2M | 2 advisors | Percentage of AUM | View | |
| TRUE HORIZON WEALTH ADVISORS, LLC CRD 170330 | Malvern, PA | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHIE CAPITAL GROUP CRD 281407 | Austin, TX | Advisory firm LLC | $52.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| D&S WEALTH MANAGEMENT GROUP CRD 323020 | — | Advisory firm LLC | $52.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JURICK FINANCIAL SERVICES CRD 324787 | Parkland, FL | Advisory firm LLC | $52.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STUBBS INVESTMENTS, LLC CRD 300781 | — | Advisory firm LLC | $52.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDFARB WEALTH ADVISORS CRD 170308 | — | Advisory firm LLC | $52.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| CEVA ADVISORS CRD 323561 | — | Advisory firm LLC | $52.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ESTATE PLANNERS OF NEW ENGLAND, LLC CRD 133353 | Portsmouth, NH | Advisory firm LLC | $52.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HOULIHAN ASSET MANAGEMENT LLC CRD 121586 | Fort Wayne, IN | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LIRIANO WEALTH ADVISORY GROUP, LLC CRD 336843 | Newton Center, MA | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIRESMART CONSULTING, LLC. CRD 147693 | Princeton, NJ | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEEN CONSULTING LLC CRD 293724 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM | View | |
| TRE API WEALTH MANAGEMENT, LLC CRD 282554 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM | View | |
| GEN2 ADVISORS, LLC CRD 336736 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 46 AND 2 INVESTMENT ADVISORS, LLC CRD 169617 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNIVERSAL VALUE ADVISORS CRD 285644 | Reno, NV | Advisory firm LLC | $51.9M | 4 advisors | Percentage of AUM | View |