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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 | |||||
|---|---|---|---|---|---|---|---|
| WISDOM FINANCIAL SERVICES, L.L.C. CRD 127385 | Geneseo, IL | Advisory firm LLC | $779.2M | 10 advisors | Percentage of AUM; REFERRAL FEES | View | |
| ARTIA GLOBAL PARTNERS LP CRD 322091 | Miami, FL | Advisory firm LP | $778.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY PARTNERS, LLC CRD 159473 | Los Angeles, CA | Advisory firm LLC | $777.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOALVEST ADVISORY LLC CRD 285374 | New York, NY | Advisory firm LLC | $777.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASTIRA CAPITAL PARTNERS LP CRD 327034 | Boston, MA | Advisory firm LP | $777.3M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| STORMFIELD CAPITAL, LLC CRD 285486 | Southport, CT | Advisory firm LLC | $776.4M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC CRD 122212 | Indianapolis, IN | Advisory firm LLC | $776.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCM ADVISORS, LLC CRD 107946 | Lafayette, LA | Advisory firm LLC | $775.7M | 6 advisors | Percentage of AUM | View | |
| STRATEGIC VALUE BANK PARTNERS LLC CRD 282228 | Cleveland, OH | Corporate platform LLC | $774.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AMPFIELD MANAGEMENT CRD 292722 | New York, NY | Advisory firm LP | $774.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KLH CAPITAL CRD 304294 | Tampa, FL | Advisory firm LP | $773.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| THE LYME TIMBER COMPANY LLC CRD 171953 | Hanover, NH | Advisory firm LLC | $773.9M | 10 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FORTHRIGHT WEALTH MANAGEMENT, LLC CRD 220515 | Alpharetta, GA | Advisory firm LLC | $773.4M | 6 advisors | Percentage of AUM | View | |
| POTENTUM PARTNERS, L.P. CRD 311282 | Melbourne, Victoria | Advisory firm LP | $773.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRUTON CHISNELL ADVISORS, LLC CRD 293192 | Downingtown, PA | Advisory firm LLC | $772.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEABRIDGE INVESTMENT ADVISORS LLC CRD 108681 | Summit, NJ | Advisory firm LLC | $771.2M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| DRUCKER WEALTH CRD 328909 | CA | Advisory firm LLC | $771.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE ZONE WEALTH ADVISORS, LLC CRD 305943 | Los Angeles, CA | Advisory firm LLC | $770.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PROFESSIONAL FINANCIAL ADVISORS, LLC CRD 173719 | North Platte, NE | Advisory firm LLC | $769.8M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT FUND MANAGEMENT CRD 126573 | Atlanta, GA | Advisory firm LLC | $769.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOURGLASS CAPITAL, LLC CRD 147754 | Houston, TX | Advisory firm LLC | $768.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| URBAN FUND MANAGEMENT, LLC CRD 167491 | Plano, TX | Advisory firm LLC | $767.8M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COMPASS ADVISORS CRD 288256 | Melville, NY | Advisory firm LLC | $767.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACME CRD 168736 | San Francisco, CA | Advisory firm LLC | $767.5M | 5 advisors | Percentage of AUM; Performance-based fees | View |