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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN MONEY MANAGEMENT, LLC CRD 115357 | Rancho Santa Fe, CA | Advisory firm LLC | $844.0M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERSPECTIVE WEALTH PARTNERS, LLC CRD 140330 | Boise, ID | Advisory firm LLC | $843.9M | 8 advisors | Percentage of AUM | View | |
| CKC CAPITAL LLC CRD 168967 | New York, NY | Advisory firm LLC | $843.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST LIGHT RETIREMENT, LLC CRD 314509 | Del Mar, CA | Advisory firm LLC | $843.7M | 2 advisors | Percentage of AUM | View | |
| ROSEMAWR MANAGEMENT LLC CRD 148984 | Miami Beach, FL | Advisory firm LLC | $843.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| INLIGHT WEALTH CRD 289908 | Atlanta, GA | Advisory firm LLC | $843.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE NET LEASE FUND MANAGER LLC CRD 316623 | Sandy, UT | Advisory firm LLC | $843.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PURKISS CAPITAL ADVISORS, LLC CRD 124324 | CA | Advisory firm LLC | $842.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUA PRIVATE EQUITY PARTNERS, LLC CRD 170597 | West Palm Beach, FL | Advisory firm LLC | $841.8M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GUGGENHEIM INVESTMENT ADVISORS, LLC CRD 108263 | New York, NY | Advisory firm LLC | $840.9M | 8 advisors | Percentage of AUM | View | |
| EAGLE MERCHANT PARTNERS CRD 285104 | Atlanta, GA | Advisory firm LLC | $840.6M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHICORY WEALTH CRD 290887 | AR | Advisory firm LLC | $840.4M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| TFB ADVISORS, LLC CRD 321870 | Overland Park, KS | Advisory firm LLC | $840.2M | 19 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| OPENVIEW ADVISORS, LLC CRD 316766 | Boston, MA | Advisory firm LLC | $839.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TORREYANA CAPITAL CRD 329075 | La Jolla, CA | Advisory firm LLC | $837.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PINION WEALTH MANAGEMENT, LLC CRD 114556 | Wichita, KS | Advisory firm LLC | $837.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKET STREET WEALTH MANAGEMENT CRD 155157 | West Chester, PA | Advisory firm LLC | $837.0M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REDWOOD WEALTH MANAGEMENT, LLC CRD 173916 | Santa Monica, CA | Advisory firm LLC | $837.0M | 3 advisors | Percentage of AUM | View | |
| FREEGULLIVER, LLC CRD 117040 | New Orleans, LA | Advisory firm LLC | $836.6M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| EMERGING CAPITAL PARTNERS CRD 337282 | Washington, DC | Advisory firm LP | $836.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PEDDOCK CAPITAL ADVISORS, LLC CRD 148216 | Braintree, MA | Advisory firm LLC | $836.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERPARK ADVISORS, LLC CRD 150646 | New York, NY | Advisory firm LLC | $836.0M | 6 advisors | Percentage of AUM | View | |
| SETPOINT CAPITAL CRD 328702 | New York, NY | Advisory firm LLC | $835.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONARC MANAGEMENT, LLC CRD 336462 | Austin, TX | Advisory firm LLC | $834.1M | 4 advisors | Percentage of AUM; Performance-based fees | View |