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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 | |||||
|---|---|---|---|---|---|---|---|
| CIGX, LLC CRD 149934 | Atlanta, GA | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUERRA INVESTMENT ADVISORS CRD 110564 | El Paso, TX | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSIONAL ADVISOR GROUP CRD 328104 | Mount Pleasant, SC | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM | View | |
| NAYLOR ASSET MANAGEMENT, LLC CRD 179536 | Bloomington, MN | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PANOS FINANCIAL PARTNERS, LLC CRD 158080 | Boston, MA | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MALONE WEALTH VENTURES LLC CRD 312782 | — | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELGADO PRIVATE WEALTH MANAGEMENT LLC CRD 329001 | Naples, FL | Advisory firm LLC | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AP INVESTMENT MANAGEMENT CRD 334805 | Mountain View, CA | Advisory firm LLC | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUPRINT FINANCIAL, LLC CRD 291172 | — | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CICLO WEALTH LLC CRD 312016 | — | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM | View | |
| SILVER PINE CAPITAL, LLC CRD 150461 | Medfield, MA | Advisory firm LLC | $41.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUS PLANNING GROUP CRD 281231 | NY | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNRIFT CAPITAL PARTNERS LLC CRD 159583 | Plainfield, IN | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLINS/MOODY FINANCIAL SERVICES, L.L.C. CRD 120746 | Athens, GA | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM | View | |
| DEPENDENT FINANCIAL PLANNING CRD 330273 | — | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW WEALTH SOLUTIONS, LLC CRD 171996 | Barrington, IL | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM | View | |
| NORTH FINANCIAL ADVISORS CRD 281795 | — | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOLVE CAPITAL MANAGEMENT LLC CRD 154965 | Sioux Falls, SD | Advisory firm LLC | $41.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACI WEALTH ADVISORS CRD 155494 | Dallas, TX | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRICAP ADVISORS LLC CRD 159614 | New York, NY | Advisory firm LLC | $41.7M | 2 advisors | Percentage of AUM | View | |
| ACACIA GROVE WEALTH MANAGEMENT CRD 332881 | Schenectady, NY | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MORENO CAPITAL CRD 332358 | — | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROMINENT FINANCIAL PLANNING LLC CRD 165836 | — | Advisory firm LLC | $41.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| ASCEND WEALTH ADVISORS, LLC CRD 165774 | Broadview Heights, OH | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM | View |