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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 | |||||
|---|---|---|---|---|---|---|---|
| CLARITY FINANCIAL DESIGN CRD 316258 | Sarasota, FL | Advisory firm LLC | $51.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AXIOM INVESTMENT SOLUTIONS LLC CRD 192518 | — | Advisory firm LLC | $51.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OPEN WEALTH NETWORK CRD 298943 | — | Advisory firm LLC | $51.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTORELL CAPITAL PARTNERS, LLC CRD 286562 | Greenwich, CT | Advisory firm LLC | $51.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| UPHOLDINGS CRD 301340 | Nashville, TN | Advisory firm LLC | $51.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADAIR WEALTH MANAGEMENT CRD 285147 | — | Advisory firm LLC | $51.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SIMPLIFIEDFP CRD 338336 | Clovis, CA | Advisory firm LLC | $51.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALOOOLA CRD 325090 | Kingston, NJ | Advisory firm LLC | $51.2M | 3 advisors | Percentage of AUM | View | |
| KEYSTONE FINANCIAL CRD 336237 | Eau Claire, WI | Advisory firm LLC | $51.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH STRATEGIES CRD 332976 | Denver, CO | Advisory firm LLC | $51.2M | 1 advisors | Percentage of AUM | View | |
| RAPPORT FINANCIAL, LLC CRD 286308 | San Francisco, CA | Advisory firm LLC | $51.2M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MAJESTIC OAK FINANCIAL, LLC CRD 133067 | — | Advisory firm LLC | $51.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MHP ASSET MANAGEMENT CRD 139995 | Tilton, NH | Advisory firm LLC | $51.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DEAN WEALTH MANAGEMENT, LLC CRD 172563 | Lindale, TX | Advisory firm LLC | $51.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTHFOLIO ADVISORS LLC CRD 298857 | Sonoma, CA | Advisory firm LLC | $51.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEVORE FINANCIAL ADVISORS LLC CRD 306110 | — | Advisory firm LLC | $51.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELLEVITY CAPITAL, LLC CRD 282390 | — | Advisory firm LLC | $51.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGADO WEALTH MANAGEMENT LLC CRD 305263 | New York, NY | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPRINGTIDE PARTNERS CRD 287968 | Chicago, IL | Advisory firm LLC | $51.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL CONSULTING, LLC CRD 317183 | Depere, WI | Advisory firm LLC | $51.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EDUCATED SOLUTIONS CRD 304287 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM | View | |
| LAZARUS WEALTH MANAGEMENT LLC CRD 322576 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM; WRAP FEE | View | |
| POLARIS ASSET MANAGEMENT LLC CRD 114586 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM | View | |
| ANDERSONLANE CRD 301225 | Needham, MA | Advisory firm LLC | $50.9M | 1 advisors | Percentage of AUM; Fixed fees | View |