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).
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 | |||||
|---|---|---|---|---|---|---|---|
| KERBERROSE WEALTH MANAGEMENT, LLC CRD 168787 | Shawano, WI | Advisory firm LLC | $1.16B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JACOBS & COMPANY, LLC CRD 107674 | San Francisco, CA | Advisory firm LLC | $1.16B | 3 advisors | Percentage of AUM | View | |
| THIRD VIEW PRIVATE WEALTH CRD 335591 | Westport, CT | Advisory firm LLC | $1.16B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ARKOS GLOBAL ADVISORS, LLC CRD 287466 | Houston, TX | Advisory firm LLC | $1.15B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| CANOPY WEALTH MANAGEMENT CRD 297717 | Middleton, WI | Advisory firm LLC | $1.15B | 7 advisors | Percentage of AUM; Hourly charges | View | |
| KELLEHER FINANCIAL ADVISORS, LLC CRD 126021 | New York, NY | Advisory firm LLC | $1.15B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOPER/HAIMS ADVISORS, LLC CRD 124122 | Victor, NY | Advisory firm LLC | $1.15B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATW PARTNERS LLC CRD 283146 | New York, NY | Advisory firm LLC | $1.15B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASTATINE INVESTMENT PARTNERS CRD 311095 | Greenwich, CT | Advisory firm LLC | $1.15B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| CITYVIEW MANAGEMENT SERVICES, LLC CRD 158370 | Los Angeles, CA | Advisory firm LLC | $1.15B | 30 advisors | Percentage of AUM; ADVISER & AFFILIATES ENTITLED TO A PROFIT INTEREST FROM CLIENTS | View | |
| CORRE PARTNERS MANAGEMENT, LLC CRD 161571 | New York, NY | Advisory firm LLC | $1.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCEL WEALTH MANAGEMENT CRD 286201 | Waverly, IA | Advisory firm LLC | $1.15B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRONTE CAPITAL CRD 151222 | Bondi Junction | Advisory firm Other (specify) | $1.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| AETHER INVESTMENT PARTNERS, LLC CRD 149742 | Littleton, CO | Advisory firm LLC | $1.14B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VIRTUS REAL ESTATE LLC CRD 164146 | Austin, TX | Advisory firm LLC | $1.14B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONVINE CAPITAL PARTNERS, LLC CRD 168892 | Omaha, NE | Advisory firm LLC | $1.14B | 5 advisors | Percentage of AUM | View | |
| 1WS CAPITAL ADVISORS, LLC CRD 298723 | New York, NY | Advisory firm LLC | $1.14B | 9 employees | Percentage of AUM | View | |
| LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | Charleston, SC | Advisory firm LP | $1.14B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FI3 FINANCIAL ADVISORS, LLC CRD 168005 | Indianapolis, IN | Advisory firm LLC | $1.14B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GUARDIAN WEALTH STRATEGIES, LLC CRD 167485 | Minneapols, MN | Advisory firm LLC | $1.14B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL WEALTH MANAGEMENT, LLC CRD 157959 | West Warwick, RI | Advisory firm LLC | $1.14B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| IGNITE PLANNERS LLC CRD 289797 | San Clemente, CA | Advisory firm LLC | $1.14B | 38 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STERLING INVESTORS LP CRD 311318 | New York, NY | Advisory firm LP | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SONEN CAPITAL LLC CRD 159461 | San Francisco, CA | Advisory firm LLC | $1.14B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View |