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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).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 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 | |||||
|---|---|---|---|---|---|---|---|
| GOLDEN BELL PARTNERS, LLC CRD 172580 | VA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DENALI ADVISORS, LLC CRD 110242 | San Diego, CA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY WEALTH MANAGEMENT CRD 298904 | Cleveland, OH | Advisory firm LLC | $1.39B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| TOWN LANE MANAGEMENT LP CRD 328404 | New York, NY | Advisory firm LP | $1.38B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC CRD 117868 | CA | Advisory firm LLC | $1.38B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE CLIENT SERVICES, LLC CRD 120222 | Louisville, KY | Advisory firm LLC | $1.38B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.O.S.S. RETIREMENT ADVISORS, LLC CRD 171143 | Lehi, UT | Advisory firm LLC | $1.38B | 49 advisors | Fixed fees; REFERRAL FEES | View | |
| RECURRENT INVESTMENT ADVISORS LLC CRD 288694 | Houston, TX | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM | View | |
| CASCADE FINANCIAL PARTNERS, LLC CRD 326620 | San Diego, CA | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM | View | |
| SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | Winchester, MA | Advisory firm LLC | $1.38B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYKOS GLOBAL MANAGEMENT, LP CRD 329441 | Stamford, CT | Advisory firm LP | $1.38B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PANDI, LLC CRD 330112 | Kansas City, MO | Advisory firm LLC | $1.38B | 7 advisors | Hourly charges; Fixed fees | View | |
| UBS ASSET MANAGERS OF PUERTO RICO CRD 313696 | San Juan, PR | Advisory firm Other (specify) | $1.38B | 6 advisors | Percentage of AUM | View | |
| MEOW ADVISORY, LLC CRD 321099 | CA | Advisory firm LLC | $1.38B | 1 advisors | Percentage of AUM | View | |
| ENHANCED HEALTHCARE MANAGEMENT COMPANY CRD 157622 | Santa Monica, CA | Advisory firm LLC | $1.38B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDELIS INVESTORS, LLC CRD 306920 | Cranford, NJ | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COHESIVE CAPITAL PARTNERS CRD 160274 | New York, NY | Advisory firm LP | $1.38B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TURNING ROCK PARTNERS, L.P. CRD 287608 | New York, NY | Advisory firm LP | $1.38B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC CRD 110672 | Carmel, CA | Advisory firm LLC | $1.37B | 6 advisors | Percentage of AUM | View | |
| LJI WEALTH MANAGEMENT, LLC CRD 145399 | Indianapolis, IN | Advisory firm LLC | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIARWOOD CHASE MANAGEMENT LLC CRD 170245 | New York, NY | Advisory firm LLC | $1.37B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AGAMERICA LENDING LLC CRD 164866 | Lakeland, FL | Advisory firm LLC | $1.37B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MORGAN PROPERTIES SPECIAL SITUATIONS II LLC CRD 300795 | Conshohocken, PA | Advisory firm LLC | $1.37B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AFFIANCE FINANCIAL LLC CRD 113200 | St.. Louis Park, MN | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View |