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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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA OMEGA WEALTH MANAGEMENT, LLC CRD 149842 | Richmond, VA | Advisory firm LLC | $1.02B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAW MILL CAPITAL L.L.C. CRD 156472 | Briarcliff Manor, NY | Advisory firm LLC | $1.02B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| HURON CAPITAL PARTNERS LLC CRD 157060 | Detroit, MI | Advisory firm LLC | $1.02B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| WEDBUSH FUND ADVISERS, LLC CRD 334057 | Pasadena, CA | Advisory firm LLC | $1.02B | 2 advisors | Percentage of AUM | View | |
| CENTRICUS INVESTMENT ADVISORS (US) LLC CRD 341654 | Beverly Hills, CA | Advisory firm LLC | $1.02B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUNDWATCH CAPITAL, LLC CRD 173151 | Dallas, TX | Advisory firm LLC | $1.02B | 4 advisors | Percentage of AUM | View | |
| NORTHSTAR CAPITAL CRD 158003 | Minneapolis, MN | Advisory firm LLC | $1.02B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALPINE GROVE PARTNERS LLP CRD 157485 | New York, NY | Advisory firm LLP | $1.02B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| WM PARTNERS, LP CRD 235788 | Aventura, FL | Advisory firm LP | $1.02B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSET ALLOCATION STRATEGIES, LLC CRD 152339 | Farmington, MI | Advisory firm LLC | $1.02B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 36 SOUTH CAPITAL ADVISORS LLP CRD 166406 | London | Advisory firm LLP | $1.02B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| EDGE NATURAL RESOURCES LLC CRD 230787 | Dallas, TX | Advisory firm LLC | $1.02B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT CRD 168831 | Grand Rapids, MI | Advisory firm LLC | $1.02B | 6 advisors | Percentage of AUM; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS | View | |
| GFG CAPITAL CRD 128059 | Miami, FL | Advisory firm LLC | $1.01B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JT STRATFORD, LLC CRD 155629 | Gainesville, GA | Advisory firm LLC | $1.01B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERUM PARTNERS LLC CRD 301058 | Charlotte, NC | Advisory firm LLC | $1.01B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| ENERVEST INVESTMENT SERVICES, L.L.C. CRD 297181 | Houston, TX | Advisory firm LLC | $1.01B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TEAMWORK FINANCIAL ADVISORS, LLC CRD 165237 | San Antonio, TX | Advisory firm LLC | $1.01B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| VERITA STRATEGIC WEALTH PARTNERS, LLC CRD 335215 | San Francisco, CA | Advisory firm LLC | $1.01B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ISOMETRY CAPITAL, LLC CRD 307544 | New York, NY | Advisory firm LLC | $1.01B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| VERTEX PARTNERS CRD 316839 | Downers Grove, IL | Advisory firm LLC | $1.01B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| NASDAQ DORSEY WRIGHT CRD 104925 | Richmond, VA | Advisory firm LLC | $1.01B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 10X CAPITAL PARTNERS CRD 332547 | New York, NY | Advisory firm LLC | $1.01B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN MANAGEMENT FUND ADVISORS, LLC CRD 281689 | San Francisco, CA | Advisory firm LLC | $1.01B | 25 advisors | Percentage of AUM | View |