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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 | |||||
|---|---|---|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC CRD 321827 | Cincinnati, OH | Advisory firm LLC | $936.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PABRAI INVESTMENT FUNDS CRD 161471 | West Lake Hills, TX | Advisory firm LLC | $936.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARA GC PARTNERS, LLC CRD 334354 | Houston, TX | Advisory firm LLC | $935.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CRANE & ASSOCIATES WEALTH MANAGEMENT CRD 314432 | Fullerton, CA | Advisory firm LLC | $934.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITING WEALTH PARTNERS CRD 332317 | Denver, CO | Advisory firm LLC | $934.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SANDLOT PARTNERS, LLC CRD 311409 | Orem, UT | Advisory firm LLC | $934.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TELESCOPE PARTNERS LLC CRD 286637 | San Francisco, CA | Advisory firm LLC | $934.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| JOHNSON BIXBY CRD 310839 | Vancouver, WA | Advisory firm LLC | $933.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC CRD 104749 | Boise, ID | Advisory firm LLC | $933.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRAILS EDGE CAPITAL PARTNERS, LP CRD 335659 | Atlanta, GA | Advisory firm LP | $933.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COINFUND MANAGEMENT LLC CRD 312302 | New York, NY | Advisory firm LLC | $932.5M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| LSIA CRD 146829 | Bloomfield Hills, MI | Advisory firm LLC | $932.1M | 4 advisors | Percentage of AUM | View | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CRD 288641 | Leawood, KS | Advisory firm LLC | $931.8M | 31 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CLEARALPHA TECHNOLOGIES LP CRD 325995 | Greenwich, CT | Advisory firm LP | $931.6M | 6 advisors | Performance-based fees; PASS-THROUGH REIMBURSEMENT | View | |
| PCG WEALTH MANAGEMENT CRD 290977 | Overland Park, KS | Advisory firm LLC | $931.1M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PGI WEALTH MANAGEMENT CRD 297517 | Alpharetta, GA | Advisory firm LLC | $930.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGY ASSET MANAGERS L.L.C. CRD 109939 | Pasadena, CA | Advisory firm LLC | $930.1M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRINITY FUND ADVISORS LLC CRD 310217 | Miami, FL | Advisory firm LLC | $930.0M | 25 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STABLEPOINT PARTNERS, LLC CRD 328503 | Braintree, MA | Advisory firm LLC | $930.0M | 5 advisors | Percentage of AUM | View | |
| WICK CAPITAL PARTNERS, LLC CRD 299194 | Wayne, PA | Advisory firm LLC | $929.7M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CANVAS WEALTH ADVISORS, LLC CRD 306343 | Shawnee, KS | Advisory firm LLC | $929.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD MISSION INVESTMENT COMPANY, LLC CRD 140381 | Traverse City, MI | Advisory firm LLC | $929.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAQUERO PRIVATE WEALTH, LTD. CRD 305266 | Dallas, TX | Advisory firm LP | $928.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| RIVERSEDGE ADVISORS CRD 298390 | Wilmington, DE | Advisory firm LLC | $928.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View |