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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 | |||||
|---|---|---|---|---|---|---|---|
| PFINGSTEN PARTNERS, L.L.C. CRD 156493 | Chicago, IL | Advisory firm LLC | $787.0M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE ROCK INVESTMENT COMPANY, LLC CRD 313832 | Atlanta, GA | Advisory firm LLC | $786.7M | 3 advisors | Percentage of AUM | View | |
| ENCORE CONSUMER CAPITAL, LP CRD 157228 | San Francisco, CA | Advisory firm LP | $786.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CRESTA ADVISORS CRD 169641 | Laredo, TX | Advisory firm LP | $786.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENHANCED CAPITAL PARTNERS, LLC CRD 170236 | New Orleans, LA | Advisory firm LLC | $785.9M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| REGENT PEAK WEALTH ADVISORS, LLC CRD 298259 | Atlanta, GA | Advisory firm LLC | $785.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CADENT CAPITAL ADVISORS, LLC CRD 169704 | Tulsa, OK | Advisory firm LLC | $785.8M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INSIGHT ADVISORS, LLC CRD 168057 | Newtown, PA | Advisory firm LLC | $785.6M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELMSTAR WEALTH MANAGEMENT CRD 145074 | Boise, ID | Advisory firm LLC | $785.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENHALUS CAPITAL, LP CRD 313321 | New York, NY | Advisory firm LP | $785.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COASTLANDS CAPITAL LP CRD 335329 | San Francisco, CA | Advisory firm LP | $785.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JVL WEALTH STRATEGIES CRD 124018 | Wyoming, MI | Advisory firm LLC | $784.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLWETHER WEALTH CRD 300012 | Lincoln, NE | Advisory firm LLC | $784.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTURION WEALTH MANAGEMENT CRD 317929 | Mclean, VA | Advisory firm LLC | $784.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| SYSTELLIGENCE, LLC CRD 283582 | Bloomington, MN | Advisory firm LLC | $783.9M | 2 advisors | Percentage of AUM | View | |
| SINGER WEALTH ADVISORS LLC CRD 317218 | Boca Raton, FL | Advisory firm LLC | $782.4M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| DAHRING | CUSMANO AND ASSOCIATES CRD 301236 | Novi, MI | Advisory firm LLC | $781.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST MICHIGAN ADVISORS CRD 312073 | Holland, MI | Advisory firm LLC | $781.3M | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEW VERNON WEALTH MANAGEMENT LLC CRD 164775 | Highland Park, IL | Advisory firm LLC | $781.0M | 5 advisors | Percentage of AUM | View | |
| SIERRA SUMMIT ADVISORS LLC CRD 328151 | CA | Advisory firm LLC | $780.8M | 5 advisors | Percentage of AUM | View | |
| PORTFOLIO MEDICS, LLC CRD 145958 | Bonita Springs, FL | Advisory firm LLC | $780.5M | 75 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DSG CAPITAL ADVISORS, LLC CRD 332056 | Edina, MN | Advisory firm LLC | $780.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRINCETON FUND ADVISORS, LLC CRD 157821 | Denver, CO | Advisory firm LLC | $780.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FAROPOINT VENTURES, LLC CRD 321107 | Hoboken, NJ | Advisory firm LLC | $780.0M | 49 advisors | Percentage of AUM · Performance-based fees +1 more | View |