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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 | |||||
|---|---|---|---|---|---|---|---|
| CL WEALTH MANAGEMENT LLC CRD 134922 | Schaumburg, IL | Advisory firm LLC | $733.6M | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALLIUM FINANCIAL ADVISORS, LLC CRD 288462 | Lake Oswego, OR | Advisory firm LLC | $733.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY WEALTH ADVISORS CRD 157913 | San Jose, CA | Advisory firm LLC | $732.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SC MANAGEMENT LLC CRD 311359 | New York, NY | Advisory firm LLC | $732.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | Highland Park, IL | Advisory firm LLC | $732.2M | 5 advisors | Percentage of AUM | View | |
| NAVALIGN, LLC CRD 119919 | Encino, CA | Advisory firm LLC | $731.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERPOINT ADVISORS, LLC CRD 156698 | Needham, MA | Advisory firm LLC | $731.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| ASTARA CAPITAL PARTNERS, L.P. CRD 317647 | New York, NY | Advisory firm LP | $731.9M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| STURBRIDGE CAPITAL LLC CRD 160327 | Birmingham, MI | Advisory firm LLC | $730.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRAVEKA WEALTH, LLC CRD 328421 | Los Altos, CA | Advisory firm LLC | $730.8M | 3 advisors | Percentage of AUM | View | |
| BAYHAWK CAPITAL LP CRD 328829 | Boston, MA | Advisory firm LP | $730.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CRD 147384 | Minneapolis, MN | Advisory firm LLC | $730.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORDGRASS CAPITAL ADVISORS, LLC CRD 311528 | Raleigh, NC | Advisory firm LLC | $729.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANBY FINANCIAL ADVISORS CRD 338797 | Framingham, MA | Advisory firm LLC | $729.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. CRD 125147 | Nicholasville, KY | Advisory firm LLC | $728.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MEADOW CREEK WEALTH ADVISORS, LLC CRD 297796 | Atlanta, GA | Advisory firm LLC | $728.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AAF WEALTH MANAGEMENT, LLC CRD 164646 | Westborough, MA | Advisory firm LLC | $727.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIKE STREET CAPITAL CRD 300264 | Seattle, WA | Advisory firm LP | $727.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AXQ CAPITAL, LP CRD 318863 | Jersey City, NJ | Advisory firm LP | $727.1M | 3 advisors | Performance-based fees; MGMT FEE ON AUTHORIZED GROSS MARKET VALUE AND PERFORMANCE FEE | View | |
| VIRTUS FAMILY OFFICE CRD 298272 | El Paso, TX | Advisory firm LLC | $726.9M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SMITH & HOWARD WEALTH MANAGEMENT, LLC CRD 109540 | Atlanta, GA | Advisory firm LLC | $726.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| TRGP INVESTMENT PARTNERS, LP CRD 305563 | Stamford, CT | Advisory firm LP | $726.8M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HADDINGTON VENTURES, LLC CRD 158231 | Houston, TX | Advisory firm LLC | $726.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FS CREDIT INCOME ADVISOR, LLC CRD 289579 | Philadelphia, PA | Advisory firm LLC | $726.2M | 31 advisors | Percentage of AUM; Performance-based fees | View |