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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.

FeesReputationProfile
BRENNAN ASSET MANAGEMENT

CRD 174637

Advisory firm

LLC

$50.9M1 advisorsPercentage of AUM; Performance-based feesView
FLETCHER CAPITAL MANAGEMENT

CRD 153360

Advisory firm

LLC

$50.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
JOURNEY 1 ADVISORS, LLC

CRD 323480

Media, PA

Advisory firm

LLC

$50.9M1 advisorsPercentage of AUMView
FERNANDEZ WEALTH MANAGEMENT

CRD 337600

Advisory firm

LLC

$50.8M1 advisorsPercentage of AUM · Hourly charges +1 moreView
VIENTO FINANCIAL GROUP, LLC

CRD 330291

Advisory firm

LLC

$50.8M2 advisorsPercentage of AUM; Hourly chargesView
ARBOGAST FINANCIAL ADVISORS, LLC

CRD 141562

Melbourne, FL

Advisory firm

LLC

$50.8M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

CRD 104588

Mendon, NY

Advisory firm

LLC

$50.7M2 advisorsPercentage of AUMView
WILSON WEALTH MANAGEMENT GROUP, L. L. C.

CRD 132912

Advisory firm

LLC

$50.7M5 advisorsPercentage of AUM; Hourly chargesView
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

CRD 301456

Jupiter, FL

Advisory firm

LLC

$50.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
O'CONNOR PORTFOLIO MANAGEMENT LLC

CRD 168679

Advisory firm

LLC

$50.7M1 advisorsPercentage of AUMView
ATARAXIS FINANCIAL

CRD 153187

Advisory firm

LLC

$50.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
WELCOME HOME WEALTH ADVISORS LLC

CRD 326027

North Chesterfield, VA

Advisory firm

LLC

$50.7M2 advisorsPercentage of AUM; REFERRAL FEESView
JULIUS WEALTH ADVISORS, LLC

CRD 316741

Englewood Cliffs, NJ

Advisory firm

LLC

$50.7M1 advisorsPercentage of AUM; Fixed feesView
PANARELLA WEALTH MANAGEMENT LLC

CRD 164181

Hartford, CT

Advisory firm

LLC

$50.7M1 advisorsPercentage of AUM; Hourly chargesView
E2E FINANCIAL

CRD 338290

Atlanta, GA

Advisory firm

LLC

$50.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
GENERATIONAL LEGACIES WEALTH MANAGEMENT

CRD 327966

Advisory firm

LLC

$50.6M2 advisorsPercentage of AUM; Fixed feesView
BLUE TOWER ASSET MANAGEMENT, LLC

CRD 173342

Austin, TX

Advisory firm

LLC

$50.6M1 advisorsPercentage of AUMView
PIANO WEALTH MANAGEMENT

CRD 317854

Victor, NY

Advisory firm

LLC

$50.6M1 advisorsPercentage of AUM · Hourly charges +1 moreView
SUCCESSFUL WEALTH STRATEGIES, LLC

CRD 286563

Advisory firm

LLC

$50.6M2 advisorsPercentage of AUM · Hourly charges +2 moreView
ATARAXIA ADVISORY SERVICES, LLC

CRD 174214

Advisory firm

LLC

$50.6M1 advisorsPercentage of AUM · Hourly charges +1 moreView
LONG FINANCIAL PLANNING

CRD 123517

Advisory firm

LLC

$50.6M1 advisorsPercentage of AUM · Hourly charges +1 moreView
RISE NORTH CAPITAL INVESTMENT ADVISORS

CRD 336740

Braintree, MA

Advisory firm

LLC

$50.6M14 advisorsPercentage of AUM; Fixed feesView
DBA SESLIA SECURITIES

CRD 30624

St.. Thomas, VI

Advisory firm

LLC

$50.5M2 advisorsPercentage of AUM; Fixed feesView
GOLDEN EAGLE STRATEGIES, LLC

CRD 169362

Delray Beach, FL

Advisory firm

LLC

$50.5M3 advisorsPercentage of AUM; Performance-based feesView
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