Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| WANDER FINANCIAL SERVICES, LLC CRD 151534 | — | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROGERS FINANCIAL ADVISORY GROUP, LLC CRD 130223 | Greenville, SC | Advisory firm LLC | $42.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURE INVESTMENT MANAGEMENT, LLC CRD 141195 | Tucson, AZ | Advisory firm LLC | $42.9M | 20 advisors | Percentage of AUM; Hourly charges | View | |
| PARKMONT WEALTH ADVISORS LLC CRD 291778 | Fremont, OH | Advisory firm LLC | $42.9M | 5 advisors | Percentage of AUM | View | |
| STEVARD LLC CRD 285189 | — | Advisory firm LLC | $42.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAKER WEALTH GROUP LLC CRD 317841 | Lagrange, GA | Advisory firm LLC | $42.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPOUND WEALTH, ADVISORY AND TAX LLC CRD 337358 | Madison, WI | Advisory firm LLC | $42.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DAVIDSON & WATSON FINANCIAL CRD 306686 | Lake Oswego, OR | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| III FINANCIAL, LLC CRD 159844 | — | Advisory firm LLC | $42.8M | 1 advisors | Fixed fees | View | |
| FORMULA WEALTH CRD 308923 | — | Advisory firm LLC | $42.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| LONG LAKE CAPITAL MANAGEMENT, LLC CRD 171644 | Birmingham, MI | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM | View | |
| TRANSPARENT WEALTH CONSULTING LLC CRD 283193 | New York, NY | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ETERNAL CAPITAL, LLC CRD 333684 | Miami, FL | Advisory firm LLC | $42.7M | 5 advisors | Performance-based fees | View | |
| DROST FINANCIAL CRD 312103 | — | Advisory firm LLC | $42.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RESONANCE FINANCIAL, LLC CRD 171095 | — | Advisory firm LLC | $42.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPVIEW ADVISORS, LLC. CRD 173319 | Coral Gables, FL | Advisory firm LLC | $42.6M | 2 advisors | Percentage of AUM | View | |
| YORKVILLE AMERICA EQUITIES, LLC CRD 336431 | Mountainside, NJ | Advisory firm LLC | $42.6M | 2 advisors | Percentage of AUM; SOLICITATION FEE PER AGREEMENT WITH OTHER RIAS | View | |
| PARKVIEW CAPITAL LLC CRD 316196 | — | Advisory firm LLC | $42.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LAVA WEALTH MANAGEMENT, LLC CRD 167674 | NY | Advisory firm LLC | $42.6M | 1 advisors | Percentage of AUM | View | |
| PROSPECT CREDIT REIT ADVISOR, LLC CRD 331345 | West Palm Beach, FL | Advisory firm LLC | $42.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TURNING POINT ADVISORS, LLC CRD 291633 | Novelty, OH | Advisory firm LLC | $42.6M | 2 advisors | Percentage of AUM | View | |
| GRANITE WEALTH ADVISORS CRD 305179 | Temecula, CA | Advisory firm LLC | $42.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFESTYLE PLANNING, LLC CRD 321856 | Chandler, AZ | Advisory firm LLC | $42.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JANCO WEALTH MANAGEMENT CRD 108491 | — | Advisory firm LLC | $42.5M | 1 advisors | Percentage of AUM; Hourly charges | View |