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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 | |||||
|---|---|---|---|---|---|---|---|
| OPES WEALTH MANAGEMENT, LLC CRD 299704 | Menlo Park, CA | Advisory firm LLC | $822.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GRATUS WEALTH ADVISORS LLC CRD 328641 | Virginia Beach, VA | Advisory firm LLC | $822.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONSERVATION RESOURCE PARTNERS, LLC CRD 160706 | Exeter, NH | Advisory firm LLC | $822.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PALATINE FUND ADVISORS, LLC CRD 168077 | Miami, FL | Advisory firm LLC | $821.4M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| LNC PARTNERS CRD 319581 | Arlington, VA | Advisory firm LLC | $820.3M | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TELEIOS CAPITAL PARTNERS LLC CRD 282532 | Zug | Advisory firm LLC | $820.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ABEL HALL, LLC CRD 302076 | Baton Rouge, LA | Advisory firm LLC | $819.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ELYXIUM WEALTH LLC CRD 328603 | Beverly Hills, CA | Advisory firm LLC | $819.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CCMP GROWTH, LP CRD 322926 | New York, NY | Advisory firm LP | $818.5M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MANNA TREE PARTNERS, LLC CRD 299654 | Denver, CO | Advisory firm LLC | $816.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| QUADRA GESTAO DE RECURSOS S.A. CRD 324520 | Sao Paulo | Advisory firm Other (specify) | $815.8M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVER ASSOCIATES INVESTMENTS, L.P. CRD 295692 | Chattanooga, TN | Advisory firm LP | $815.5M | 13 advisors | Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL | View | |
| FORUM CAPITAL ADVISORS LLC CRD 297582 | Denver, CO | Advisory firm LLC | $815.2M | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| SHORELINE EQUITY PARTNERS, LLC CRD 301128 | Neptune Beach, FL | Advisory firm LLC | $815.2M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CMH WEALTH MANAGEMENT, LLC CRD 150138 | Portsmouth, NH | Advisory firm LLC | $813.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SUNFLOWER WEALTH ADVISORS LLC CRD 269963 | Salina, KS | Advisory firm LLC | $812.8M | 3 advisors | A PERCENTAGE OF RECURRING INCOME | View | |
| PROSPERITAS FINANCIAL, LLC CRD 315768 | Valencia, CA | Advisory firm LLC | $812.5M | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRIS WEALTH MANAGEMENT, LLC CRD 111336 | Monterey, CA | Advisory firm LLC | $812.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANKLIN, PARLAPIANO, TURNER & WELCH LLC CRD 114465 | Houston, TX | Advisory firm LLC | $811.5M | 4 advisors | Percentage of AUM | View | |
| SPEYSIDE EQUITY ADVISERS LLC CRD 325765 | Ann Arbor, MI | Advisory firm LLC | $811.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON TECHNOLOGY FINANCE CRD 153052 | Farmington, CT | Advisory firm LLC | $811.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. CRD 332351 | Sao Paulo | Advisory firm Other (specify) | $810.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ZANETTI FINANCIAL, LLC CRD 282089 | Albuquerque, NM | Advisory firm LLC | $809.4M | 2 advisors | Percentage of AUM | View | |
| TANGLEWOOD LEGACY ADVISORS, LLC CRD 127289 | Houston, TX | Advisory firm LLC | $809.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |