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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 | |||||
|---|---|---|---|---|---|---|---|
| DSF ADVISORS, LLC CRD 283411 | Boston, MA | Advisory firm LLC | $1.07B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVIDENCE CAPITAL ADVISORS, LLC CRD 174631 | Charlotte, NC | Advisory firm LLC | $1.07B | 7 advisors | Percentage of AUM; Hourly charges | View | |
| FORESTER CAPITAL, L.L.C. CRD 160806 | Stamford, CT | Advisory firm LLC | $1.07B | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRINITY ALPS CAPITAL CRD 287741 | San Francisco, CA | Advisory firm LP | $1.07B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CONCORD WEALTH PARTNERS CRD 118643 | Abingdon, VA | Advisory firm LLC | $1.07B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON WEALTH MANAGEMENT, LLC CRD 147642 | Lake Mary, FL | Advisory firm LLC | $1.07B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| AC WEALTH PARTNERS CRD 326708 | Berwyn, PA | Advisory firm LLC | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ST. CLAIR ADVISORS, LLC CRD 155064 | Mayfield Heights, OH | Advisory firm LLC | $1.07B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALMITAS CAPITAL LLC CRD 166705 | Santa Monica, CA | Advisory firm LLC | $1.07B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PIVOTAL ADVISORS LLC CRD 310612 | New York, NY | Advisory firm LLC | $1.07B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GIBBS WEALTH MANAGEMENT, LLC CRD 281621 | Alpharetta, GA | Advisory firm LLC | $1.06B | 59 advisors | Percentage of AUM | View | |
| ISTO ADVISORS, LLC CRD 284560 | Troy, MI | Advisory firm LLC | $1.06B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT WEALTH STRATEGIES, LLC CRD 293644 | San Ramon, CA | Advisory firm LLC | $1.06B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UPTICK PARTNERS, LLC CRD 324250 | Nacogdoches, TX | Advisory firm LLC | $1.06B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| PENSO ADVISORS, LLC CRD 158297 | New York, NY | Advisory firm LLC | $1.06B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VESTIA PERSONAL WEALTH ADVISORS CRD 290565 | Fort Wayne, IN | Advisory firm LLC | $1.06B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCGUIRE WEALTH MANAGEMENT CRD 296271 | Wakefield, RI | Advisory firm LLC | $1.06B | 3 advisors | Percentage of AUM | View | |
| BEEKMAN INVESTMENT ADVISORS CRD 163519 | New York, NY | Advisory firm LLC | $1.06B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TALON LLC CRD 298714 | San Juan, PR | Advisory firm LLC | $1.06B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVIDITY PARTNERS MANAGEMENT LP CRD 304628 | Dallas, TX | Advisory firm LP | $1.06B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GIA PARTNERS, LLC. CRD 151207 | New York, NY | Advisory firm LLC | $1.06B | 5 advisors | Percentage of AUM | View | |
| CLEARVIEW FINANCIAL PARTNERS CRD 286168 | Radnor, PA | Advisory firm LLC | $1.06B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASA MANAGED ACCOUNT MANAGERS LLC CRD 162855 | Minneapolis, MN | Advisory firm LLC | $1.06B | 0 total employees | Percentage of AUM · Fixed fees +1 more | View | |
| WORTHPOINTE CRD 143996 | AZ | Advisory firm LLC | $1.06B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |