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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 | |||||
|---|---|---|---|---|---|---|---|
| REA WEALTH MANAGEMENT CRD 108913 | New Philadelphia, OH | Advisory firm LLC | $892.3M | 11 advisors | Percentage of AUM; Hourly charges | View | |
| ONEPRIME CAPITAL CRD 299697 | Palo Alto, CA | Advisory firm LLC | $892.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEC ADVISORS LLC CRD 161472 | Houston, TX | Advisory firm LLC | $892.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADINVEST CRD 140518 | Portland, ME | Advisory firm LLC | $891.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACT CRD 333871 | New York, NY | Advisory firm LLC | $891.7M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOUTHLAND EQUITY PARTNERS, LLC. CRD 154481 | CA | Advisory firm LLC | $891.5M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LWO LLC CRD 282281 | Dallas, TX | Advisory firm LLC | $890.8M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUESCAPE ENERGY PARTNERS LLC CRD 283812 | Dallas, TX | Advisory firm LLC | $890.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANDVIEW PROPERTY PARTNERS, LLC CRD 299814 | Greenwich, CT | Advisory firm LLC | $890.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| 3CHOPT INVESTMENT PARTNERS LLC CRD 319125 | Richmond, VA | Advisory firm LLC | $889.4M | 4 advisors | Percentage of AUM | View | |
| CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | Clayton, MO | Advisory firm LLC | $889.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| GO INVEST LLC CRD 291884 | West Jordan, UT | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM | View | |
| ERGUZ, LLC CRD 168009 | The Woodlands, TX | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORINTHIA GLOBAL MANAGEMENT CRD 332982 | New York, NY | Advisory firm LLC | $886.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATA WEALTH ADVISORS, LLC CRD 285973 | Dallas, TX | Advisory firm LLC | $886.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT EQUITY MANAGEMENT COMPANY LLC CRD 157092 | Southlake, TX | Advisory firm LLC | $885.9M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CFM WEALTH PARTNERS LLC CRD 305135 | Austin, TX | Advisory firm LLC | $885.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW WORLD ADVISORS LLC CRD 296798 | Hingham, MA | Advisory firm LLC | $884.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BOW STREET LLC CRD 158043 | New York, NY | Advisory firm LLC | $884.7M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARROW CAPITAL PTY LTD CRD 317731 | Sydney Nsw | Advisory firm Other (specify) | $883.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BASEPOINT WEALTH, LLC CRD 289538 | Cedar Rapids, IA | Advisory firm LLP | $883.8M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SAGE RHINO CAPITAL LLC CRD 290148 | Menlo Park, CA | Advisory firm LLC | $883.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTELLAN CRD 299363 | Louisville, KY | Advisory firm LLC | $882.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTELLIGENCE DRIVEN ADVISERS, LLC CRD 299589 | Carlsbad, CA | Advisory firm LLC | $881.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |