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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 | |||||
|---|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY CRD 296985 | San Diego, CA | Advisory firm LLC | $1.20B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL EVOLUTION USA, LLC CRD 161677 | New York, NY | Advisory firm LLC | $1.19B | 24 advisors | Percentage of AUM | View | |
| MACERATIO LLC CRD 304078 | Miami, FL | Advisory firm LLC | $1.19B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| COMPOUND GLOBAL ADVISORS, LLC CRD 318889 | WA | Advisory firm LLC | $1.19B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GUARDIAN CAPITAL PARTNERS CRD 321695 | Wayne, PA | Advisory firm LP | $1.19B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLACK LAKE INVESTMENTS LLC CRD 334605 | Wayzata, MN | Advisory firm LLC | $1.19B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STONE POINT CREDIT INCOME ADVISER LLC CRD 332241 | Greenwich, CT | Advisory firm LLC | $1.19B | 64 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOMENT PARTNERS, LLC CRD 332691 | San Francisco, CA | Advisory firm LLC | $1.19B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HACKMAN CAPITAL PARTNERS, LLC CRD 314721 | Culver City, CA | Advisory firm LLC | $1.19B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| AVIER WEALTH ADVISORS CRD 161077 | Bellevue, WA | Advisory firm LLC | $1.19B | 16 advisors | Percentage of AUM | View | |
| ASPIRE GROWTH PARTNERS LLC CRD 312063 | CA | Advisory firm LLC | $1.19B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAINLINE CAPITAL PARTNERS LP CRD 285325 | Stamford, CT | Advisory firm LP | $1.19B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | Raleigh, NC | Advisory firm LLC | $1.19B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TVAMP, LLC CRD 160321 | Knoxville, TN | Advisory firm LLC | $1.19B | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SACHEM HILL LLC CRD 174210 | Denver, CO | Advisory firm LLC | $1.18B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THEPARTNERS WEALTH MANAGEMENT CRD 314816 | Carmel By The Sea, CA | Advisory firm LLC | $1.18B | 36 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NUVERSE ADVISORS LLC CRD 119840 | Hallandale Beach, FL | Advisory firm LLC | $1.18B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WAYCROSS PARTNERS, LLC CRD 153838 | Louisville, KY | Advisory firm LLC | $1.18B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VERDAD ADVISERS, L.P. CRD 171048 | Boston, MA | Advisory firm LP | $1.18B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SIKICH FINANCIAL CRD 142640 | Springfield, IL | Advisory firm LLC | $1.18B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRUSONIA WEALTH ADVISORS LLC CRD 330057 | Denver, CO | Advisory firm LLC | $1.18B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCP INVESTMENT, LP CRD 283397 | CA | Advisory firm LP | $1.18B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CROSS LAKE PARTNERS LP CRD 297215 | New York, NY | Advisory firm LP | $1.18B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNET FINANCIAL MANAGEMENT, LLC CRD 105310 | Parsippany, NJ | Advisory firm LLC | $1.18B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View |