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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMIT INVESTMENT ADVISORY SERVICES CRD 168594 | Roseville, MN | Advisory firm LLC | $745.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUNNING POINT CAPITAL ADVISORS LLC CRD 306275 | El Segundo, CA | Advisory firm LLC | $745.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON GLOBAL ADVISOR NETWORK, LLC CRD 288833 | Atlanta, GA | Advisory firm LLC | $745.1M | 61 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAMPBELL DEEGAN FINANCIAL CRD 293020 | Richmond, VA | Advisory firm LLC | $745.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FIREBIRD MANAGEMENT CRD 136559 | New York, NY | Advisory firm LLC | $745.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| OLD FARM PARTNERS LP CRD 283573 | New York, NY | Advisory firm LP | $744.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| AEGIS WEALTH CRD 134429 | Bethesda, MD | Advisory firm LLC | $744.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| OFS CLO MANAGEMENT, LLC CRD 288373 | Chicago, IL | Advisory firm LLC | $743.9M | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEMENT WEALTH, LLC CRD 114968 | Ridgeland, MS | Advisory firm LLC | $743.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTERCHANGE CAPITAL PARTNERS CRD 309314 | Pittsburgh, PA | Advisory firm LLC | $743.6M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCIENS WATER CRD 299986 | New York, NY | Advisory firm LLC | $743.5M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QUAD PARTNERS LLC CRD 160097 | New York, NY | Advisory firm LLC | $743.4M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SENSIBLE MONEY, LLC CRD 158641 | Scottsdale, AZ | Advisory firm LLC | $742.5M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| GRADIENT CAPITAL ADVISORS, LLC CRD 168912 | San Diego, CA | Advisory firm LLC | $742.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGHENY INVESTMENTS CRD 7597 | Pittsburgh, PA | Advisory firm LLC | $742.1M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARMA CAPITAL ADVISORS PVT LTD. CRD 335212 | Mumbai, Maharashtra | Advisory firm Other (specify) | $742.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| STRIDE CONSUMER CRD 311501 | Boston, MA | Advisory firm LLC | $740.3M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYSHORE WEALTH ADVISORS CRD 144191 | Coral Gables, FL | Advisory firm LLC | $740.1M | 3 advisors | Percentage of AUM | View | |
| NICHOLAS WEALTH MANAGEMENT CRD 282635 | Marietta, GA | Advisory firm LLC | $739.8M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL DIRECTIONS LLC CRD 108475 | Tucson, AZ | Advisory firm LLC | $737.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VALSTONE PARTNERS VI CRD 300629 | Birmingham, MI | Advisory firm LLC | $735.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FRACTAL INVESTMENTS LLC CRD 311767 | MA | Advisory firm LLC | $734.7M | 2 advisors | Percentage of AUM | View | |
| HUNTERS MOON CAPITAL (US) LP CRD 339386 | New York, NY | Advisory firm LP | $734.5M | 2 advisors | SERVICE FEE PAID BY AFFILIATE. | View | |
| KKM FINANCIAL LLC CRD 165136 | Chicago, IL | Advisory firm LLC | $733.9M | 3 advisors | Percentage of AUM; Performance-based fees | View |