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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 | |||||
|---|---|---|---|---|---|---|---|
| PIONEER FAMILY OFFICE, LLC CRD 142856 | North Miami Beach, FL | Advisory firm LLC | $956.8M | 3 advisors | Percentage of AUM; MINIMUM ACCOUNT CHARGE | View | |
| THORNTREE CAPITAL PARTNERS LP CRD 283643 | Boston, MA | Advisory firm LP | $955.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| D.B. ROOT & COMPANY, LLC CRD 188512 | Pittsburgh, PA | Advisory firm LLC | $952.4M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARTIN, JAVAN VON CRD 335035 | NE | Advisory firm Sole prop | $952.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| LEGACY FINANCIAL STRATEGIES, LLC CRD 283553 | Overland Park, KS | Advisory firm LLC | $952.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN FINANCIAL ADVISORS, LLC. CRD 115824 | Marietta, GA | Advisory firm LLC | $950.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICKLEY WEALTH MANAGEMENT CRD 287487 | San Mateo, CA | Advisory firm Other (specify) | $950.1M | 5 advisors | Percentage of AUM | View | |
| EVERVIEW PARTNERS, L.P. CRD 334067 | New York, NY | Advisory firm LP | $949.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ROBOTTI & COMPANY ADVISORS, LLC CRD 128093 | New York, NY | Advisory firm LLC | $949.8M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADLANDS CAPITAL CRD 163598 | New York, NY | Advisory firm LLC | $949.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PETROCAP, LLC CRD 169688 | Dallas, TX | Advisory firm LLC | $949.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SMI ADVISORY SERVICES, LLC CRD 137872 | Columbus, IN | Advisory firm LLC | $949.0M | 5 advisors | Percentage of AUM | View | |
| DESTINY WEALTH PARTNERS, LLC CRD 171346 | Tavares, FL | Advisory firm LLC | $947.3M | 11 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ALMANACK INVESTMENT PARTNERS CRD 282428 | Wayne, PA | Advisory firm LLC | $945.9M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DGV SOLUTIONS LP CRD 174379 | Minnetonka, MN | Advisory firm LP | $944.4M | 5 advisors | Percentage of AUM | View | |
| VESEY STREET CAPITAL PARTNERS CRD 285544 | New York, NY | Advisory firm LLC | $942.0M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EQ WEALTH MANAGEMENT CRD 291033 | AZ | Advisory firm LLC | $941.7M | 8 advisors | Percentage of AUM | View | |
| DISCIPLINED INVESTORS, L.L.C. CRD 114614 | Waco, TX | Advisory firm LLC | $941.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD ADVISORS, LLC CRD 305125 | Bellevue, WA | Advisory firm LLC | $941.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TAPROOT MANAGEMENT LP CRD 335061 | New York, NY | Advisory firm LP | $940.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| DEVELOP CAPITAL PARTNERS, LP. CRD 338965 | Pittsford, NY | Advisory firm LP | $940.0M | 4 advisors | Fixed fees; Performance-based fees | View | |
| BLANKINSHIP & FOSTER, LLC CRD 104795 | Solana Beach, CA | Advisory firm LLC | $939.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CC CAPITAL INSURANCE ADVISORS LLC CRD 334723 | New York, NY | Advisory firm LLC | $937.4M | 1 advisors | Percentage of AUM; FEES FOR PASS THROUGH COSTS OF PORTFOLIO/ASSET MANAGEMENT | View | |
| STONEBROOK PRIVATE LLC CRD 325434 | Northville, MI | Advisory firm LLC | $937.0M | 4 advisors | Percentage of AUM; Fixed fees | View |