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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 | |||||
|---|---|---|---|---|---|---|---|
| CADINHA & CO LLC CRD 108135 | Honolulu, HI | Advisory firm LLC | $1.12B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| MARCYPEN CAPITAL PARTNERS LLC CRD 306546 | CA | Advisory firm LLC | $1.12B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MAR VISTA INVESTMENT PARTNERS, LLC CRD 144906 | Los Angeles, CA | Advisory firm LLC | $1.12B | 19 advisors | Percentage of AUM | View | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CRD 134184 | Blue Bell, PA | Advisory firm LLC | $1.12B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAMSBROWN WEALTH CONSULTANTS LLC CRD 308410 | Wichita, KS | Advisory firm LLC | $1.12B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHPLAN PARTNERS CRD 305026 | Omaha, NE | Advisory firm LLC | $1.12B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESTEM WEALTH PARTNERS, LLC CRD 324489 | Minnetonka, MN | Advisory firm LLC | $1.12B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| KNIGHTSBRIDGE WEALTH MANAGEMENT CRD 110347 | Newport Beach, CA | Advisory firm LLC | $1.12B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ALDRICH CAPITAL PARTNERS LLC CRD 283127 | Mclean, VA | Advisory firm LLC | $1.12B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS FAMILY OFFICE CRD 315653 | Miami, FL | Advisory firm LLC | $1.12B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYNX INVESTMENT ADVISORY, LLC CRD 111814 | Washington, DC | Advisory firm LLC | $1.11B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRESCENT COVE ADVISORS, LP CRD 288111 | San Francisco, CA | Advisory firm LP | $1.11B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH BROTHERS FINANCIAL, LLC CRD 322951 | Glastonbury, CT | Advisory firm LLC | $1.11B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL ADVISORS WEALTH MANAGEMENT CRD 309387 | Yakima, WA | Advisory firm LLC | $1.11B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEARING POINT CAPITAL CRD 332023 | Richfield, MN | Advisory firm LLC | $1.11B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ABRY PARTNERS III, LLC CRD 323712 | Boston, MA | Advisory firm LLC | $1.11B | 59 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKETS INFRASTRUCTURE PARTNERS CRD 335487 | New York, NY | Advisory firm LP | $1.11B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CHANNING GLOBAL ADVISORS, LLC CRD 290893 | Fort Lauderdale, FL | Advisory firm LLC | $1.11B | 4 advisors | Percentage of AUM | View | |
| NEWFOUND RESEARCH LLC CRD 159064 | St.. Petersburg, FL | Advisory firm LLC | $1.11B | 1 advisors | Percentage of AUM; % OF CLIENTS' AUM/AUA | View | |
| ARQ WEALTH ADVISORS, LLC CRD 147351 | Scottsdale, AZ | Advisory firm LLC | $1.11B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSMARK WEALTH MANAGEMENT, LLC CRD 289004 | Houston, TX | Advisory firm LLC | $1.11B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEIRLOOM WEALTH MANAGEMENT LLC CRD 292277 | Greenwood Village, CO | Advisory firm LLC | $1.11B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| CRESCENT CAP NT ADVISORS, LLC CRD 324139 | Los Angeles, CA | Advisory firm LLC | $1.11B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| ARDEN FUND MANAGEMENT, LLC CRD 164662 | Philadelphia, PA | Advisory firm LLC | $1.11B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View |