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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 | |||||
|---|---|---|---|---|---|---|---|
| GLASS JACOBSON WEALTH ADVISORS CRD 120141 | Owings Mills, MD | Advisory firm LLC | $928.0M | 9 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BLUE WATER ADVISORS LP CRD 288923 | Boca Raton, FL | Advisory firm LP | $927.9M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRATEGIC FINANCIAL CONCEPTS, LLC CRD 141849 | San Antonio, TX | Advisory firm LLC | $927.7M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRIFECTA CAPITAL ADVISORS, LLC CRD 317391 | Northbrook, IL | Advisory firm LLC | $927.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAVACA CAPITAL, LLC CRD 167238 | Houston, TX | Advisory firm LLC | $927.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COYLE CAPITAL, LLC CRD 173822 | Lakeway, TX | Advisory firm LLC | $925.2M | 6 advisors | Percentage of AUM | View | |
| GLS CAPITAL, LLC CRD 298976 | Chicago, IL | Advisory firm LLC | $924.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVERSIDE PARTNERS, LLC CRD 160754 | Boston, MA | Advisory firm LLC | $923.7M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTICELLOAM, LLC CRD 173553 | New York, NY | Advisory firm LLC | $923.3M | 62 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KELLER WEALTH ADVISORS CRD 111610 | Victoria, TX | Advisory firm LLC | $923.1M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY WEALTH ADVISORS, LLC CRD 326117 | North Miami Beach, FL | Advisory firm LLC | $922.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FAITHWARD CAPITAL CRD 305092 | Lancaster, PA | Advisory firm LLC | $922.7M | 3 advisors | Percentage of AUM | View | |
| KEUDELL MORRISON WEALTH MANAGEMENT, LLC CRD 292600 | Salem, OR | Advisory firm LLC | $921.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY FIXED INCOME MANAGEMENT CRD 135635 | Orlando, FL | Advisory firm LLC | $921.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLEKEEP INVESTMENT ADVISORS CRD 111656 | Westport, CT | Advisory firm LLC | $920.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRIDGER INVESTMENT PARTNERS LLC CRD 323251 | New York, NY | Advisory firm LLC | $920.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HORST & GRABEN WEALTH MANAGEMENT, LLC CRD 297368 | Portland, OR | Advisory firm LLC | $920.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK ROOT LLC CRD 246788 | CA | Advisory firm LLC | $920.0M | 2 advisors | Percentage of AUM; SELECTION OF OTHER ADVISERS FEES | View | |
| LONG WHARF CAPITAL LLC CRD 158038 | Boston, MA | Advisory firm LLC | $919.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AVEGO MANAGEMENT, LLC CRD 310520 | Alpharetta, GA | Advisory firm LLC | $917.5M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROVIN CAPITAL CRD 152662 | Mesa, AZ | Advisory firm LLC | $917.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLES PRATT & COMPANY, L.L.C. CRD 104864 | New York, NY | Advisory firm LLC | $916.1M | 1 advisors | Percentage of AUM | View | |
| DOME EQUITIES, LLC CRD 159102 | New York, NY | Advisory firm LLC | $915.4M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FI401K ADVISORS CRD 168408 | Centennial, CO | Advisory firm LLC | $915.0M | 1 advisors | Percentage of AUM; Fixed fees | View |