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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 | |||||
|---|---|---|---|---|---|---|---|
| OPTAS, LLC CRD 299965 | Dripping Springs, TX | Advisory firm LLC | $881.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALL STAR FINANCIAL CRD 323765 | Minneapolis, MN | Advisory firm LLC | $881.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XYPN INVEST CRD 285967 | Bozeman, MT | Advisory firm LLC | $881.5M | 56 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEDOM ADVISORY CRD 147546 | Guaynabo, PR | Advisory firm LLC | $880.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ROSCOMMON ANALYTICS LLC CRD 332346 | Houston, TX | Advisory firm LLC | $880.6M | 45 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPUR CAPITAL PARTNERS CRD 115959 | Bartlesville, OK | Advisory firm LLC | $879.9M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BAYSHORE CAPITAL CRD 110209 | Tampa, FL | Advisory firm LLC | $879.2M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TRANSATLANTIQUE PRIVATE WEALTH LLC CRD 169820 | New York, NY | Advisory firm LLC | $878.8M | 10 advisors | Percentage of AUM | View | |
| MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | Middleton, WI | Advisory firm LLC | $877.6M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| MONTZ HARCUS WEALTH MANAGEMENT CRD 301963 | New Orleans, LA | Advisory firm LLC | $876.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CGC FINANCIAL SERVICES CRD 155446 | Lake Oswego, OR | Advisory firm LLC | $875.8M | 5 advisors | Percentage of AUM | View | |
| RUNNING OAK CAPITAL LLC CRD 286656 | Edina, MN | Advisory firm LLC | $874.7M | 2 advisors | Percentage of AUM | View | |
| BITKRAFT VENTURES MANAGEMENT, LLC CRD 305847 | CO | Advisory firm LLC | $874.4M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| PASCAL INVESTMENT ADVISERS SA CRD 338038 | Nyon | Advisory firm Other (specify) | $874.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDGLASS CAPITAL ADVISORS LLC CRD 299418 | New York, NY | Advisory firm LLC | $873.7M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GEARHART & ASSOCIATES CRD 321832 | Cincinnati, OH | Advisory firm LLC | $872.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY GROWTH PARTNERS, L.P. CRD 307975 | Los Angeles, CA | Advisory firm LP | $872.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AFFINITY WEALTH MANAGEMENT LLC CRD 290735 | Wilmington, DE | Advisory firm LLC | $872.5M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. CRD 107326 | Walnut Creek, CA | Advisory firm LLC | $872.2M | 9 advisors | Percentage of AUM | View | |
| MARQUETTE WEALTH MANAGEMENT CRD 282482 | Minneapolis, MN | Advisory firm LLC | $871.6M | 3 advisors | Percentage of AUM | View | |
| OAK GROVE CAPITAL, LLC CRD 165465 | AZ | Advisory firm LLC | $871.0M | 2 advisors | Percentage of AUM | View | |
| PRAIRIE CAPITAL CRD 155566 | Chicago, IL | Advisory firm LP | $869.9M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| PINE VALLEY CAPITAL PARTNERS LLC CRD 330556 | Austin, TX | Advisory firm LLC | $869.6M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REDW WEALTH LLC CRD 109446 | Albuquerque, NM | Advisory firm LLC | $869.2M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |