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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 | |||||
|---|---|---|---|---|---|---|---|
| TALBOT FINANCIAL, LLC CRD 155162 | Bellevue, WA | Advisory firm LLC | $1.34B | 2 advisors | Percentage of AUM | View | |
| QUADCAP WEALTH MANAGEMENT, LLC CRD 151490 | Frisco, TX | Advisory firm LLC | $1.34B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| CYPRESS WEALTH SERVICES, LLC CRD 288992 | Palm Desert, CA | Advisory firm LLC | $1.34B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FCO ADVISORS LP CRD 290182 | New York, NY | Advisory firm LP | $1.34B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTER ASSOCIATES LLC CRD 30177 | Pittsburgh, PA | Advisory firm LLC | $1.34B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| VICTORY FINANCIAL CRD 324943 | Austin, TX | Advisory firm LLC | $1.34B | 47 advisors | Percentage of AUM; Fixed fees | View | |
| SALOMON AND LUDWIN CRD 292456 | Richmond, VA | Advisory firm LLC | $1.34B | 6 advisors | Percentage of AUM | View | |
| VERSOR INVESTMENTS LP CRD 171663 | New York, NY | Advisory firm LP | $1.34B | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INDUSTRIAL OPPORTUNITY PARTNERS, LLC CRD 156994 | Evanston, IL | Advisory firm LLC | $1.34B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIED INDUSTRIAL PARTNERS CRD 322494 | Houston, TX | Advisory firm LP | $1.33B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| INSPIRE ADVISORS, LLC CRD 300279 | Meridian, ID | Advisory firm LLC | $1.33B | 63 advisors | Percentage of AUM | View | |
| GEOMETRIC WEALTH ADVISORS, LLC CRD 171670 | CA | Advisory firm LLC | $1.33B | 9 advisors | Percentage of AUM | View | |
| EVERMAY WEALTH MANAGEMENT, LLC CRD 149230 | Arlington, VA | Advisory firm LLC | $1.33B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| FIDUCIARY FINANCIAL ADVISORS CRD 172103 | Grand Rapids, MI | Advisory firm LLC | $1.33B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWS FINANCIAL ADVISORS LLC CRD 297000 | Kalamazoo, MI | Advisory firm LLC | $1.33B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN ADVISORS, LLC CRD 114058 | Houston, TX | Advisory firm LLC | $1.33B | 6 advisors | Percentage of AUM | View | |
| OLD PEAK LIMITED CRD 284472 | Wanchai | Advisory firm Other (specify) | $1.33B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHADDS FORD WEALTH PARTNERS, LLC CRD 304159 | Chadds Ford, PA | Advisory firm LLC | $1.33B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GGP MANAGEMENT, L.P. CRD 310340 | Santa Monica, CA | Advisory firm LP | $1.33B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| THE COURY FIRM CRD 289145 | Pittsburgh, PA | Advisory firm LLC | $1.32B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEWLIGHT PARTNERS LP CRD 296190 | New York, NY | Advisory firm LP | $1.32B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SECOND LINE CAPITAL, LLC CRD 324386 | Metairie, LA | Advisory firm LLC | $1.32B | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRON GATE GLOBAL ADVISORS CRD 111177 | North Salt Lake, UT | Advisory firm LLC | $1.32B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ALLIE FAMILY OFFICE LLC CRD 307144 | Miami, FL | Advisory firm LLC | $1.32B | 11 advisors | Percentage of AUM; Fixed fees | View |