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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 | |||||
|---|---|---|---|---|---|---|---|
| HARRIS PRESTON & PARTNERS, LLC CRD 160068 | Austin, TX | Advisory firm LLC | $799.2M | 5 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| RELEVANT WEALTH ADVISORS, LLC CRD 1489 | Mill Valley, CA | Advisory firm LLC | $799.0M | 3 advisors | Percentage of AUM | View | |
| ICR PARTNERS CRD 304689 | Nashvillle, TN | Advisory firm LLC | $798.7M | 1 advisors | Percentage of AUM | View | |
| CLARITI WEALTH ADVISORS CRD 104804 | Wilmington, DE | Advisory firm LLC | $797.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARISI GRAY WEALTH MANAGEMENT, LLC CRD 286388 | Mendham, NJ | Advisory firm LLC | $796.0M | 2 advisors | Percentage of AUM | View | |
| 337 FRONTIER CAPITAL, LP CRD 284266 | New York, NY | Advisory firm LP | $795.3M | 3 advisors | Percentage of AUM | View | |
| BRADY MARTZ WEALTH SOLUTIONS, LLC CRD 331043 | Grand Forks, ND | Advisory firm LLC | $795.3M | 8 advisors | Percentage of AUM | View | |
| BHK INVESTMENT ADVISORS CRD 140515 | Birmingham, AL | Advisory firm LLC | $794.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FORTRESS WEALTH PLANNING CRD 307618 | Ponte Vedra Beach, FL | Advisory firm LLC | $793.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH MANAGEMENT PARTNERS, LLC CRD 309790 | Tucson, AZ | Advisory firm LLC | $793.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRIC WEALTH MANAGEMENT, LLC CRD 133877 | Chicago, IL | Advisory firm LLC | $792.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEAU MORGAN ADVISORS CRD 336355 | NY | Advisory firm LLC | $792.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CALMWATER CAPITAL CRD 282617 | El Segundo, CA | Advisory firm LLC | $792.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KR CAPITAL LP CRD 338229 | New York, NY | Advisory firm LP | $792.4M | 10 advisors | Performance-based fees; BASE FEE, REIMBURSEMENT OF EXPENSES | View | |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. CRD 157998 | Glen Carbon, IL | Advisory firm Other (specify) | $791.8M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAVERICK REAL ESTATE PARTNERS LLC CRD 269825 | New York, NY | Advisory firm LLC | $791.8M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| X-SQUARE CAPITAL CRD 167237 | Guaynabo, PR | Advisory firm LLC | $790.9M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SUNPOINTE INVESTMENTS CRD 282505 | St.. Louis, MO | Advisory firm LLC | $790.7M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBAL IMC LLC CRD 170870 | Solana Beach, CA | Advisory firm LLC | $790.0M | 13 advisors | Percentage of AUM | View | |
| LAPIS ADVISERS, LP CRD 153710 | Denver, CO | Advisory firm LP | $789.5M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHERN EQUITY ADVISORS LLC CRD 330821 | St.. Thomas, VI | Advisory firm LLC | $788.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORENSTEIN INVESTMENT ADVISERS LLC CRD 328584 | San Francisco, CA | Advisory firm LLC | $787.5M | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW WAVE LOANS RESIDENTIAL, LLC CRD 326888 | North Miami Beach, FL | Advisory firm LLC | $787.4M | 2 advisors | PURCHASE & SALE OF PRIVATE MORTGAGES | View | |
| INVESTOR FAN CRD 159301 | AZ | Advisory firm LLC | $787.4M | 16 advisors | Percentage of AUM; Fixed fees | View |