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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 | |||||
|---|---|---|---|---|---|---|---|
| OLD PEAK FINANCE CRD 154804 | Chapel Hill, NC | Advisory firm LLC | $714.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VENTURA WEALTH MANAGEMENT CRD 152301 | Yardley, PA | Advisory firm LLC | $713.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRAKE CAPITAL ADVISORS LLC CRD 136716 | Old Greenwich, CT | Advisory firm LLC | $713.4M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RV CAPITAL CRD 173008 | Schindellegi | Advisory firm Other (specify) | $713.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FRONTIER GLOBAL PARTNERS LLC CRD 145341 | La Jolla, CA | Advisory firm LLC | $713.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BY CRYPTO MANAGEMENT, LLC CRD 315265 | Little Rock, AR | Advisory firm LLC | $712.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VALTINSON BRUNER FINANCIAL PLANNING CRD 297866 | New Brighton, MN | Advisory firm LLC | $712.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRECISION WEALTH STRATEGIES, LLC CRD 299827 | St.. Louis, MO | Advisory firm LLC | $711.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD INVESTMENTS, LLC CRD 133028 | Boston, MA | Advisory firm LLC | $710.1M | 6 advisors | Percentage of AUM | View | |
| COVISION ADVISORS LLC CRD 285328 | New York, NY | Advisory firm LLC | $708.4M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARC ADVISORY LLC CRD 330258 | San Francisco, CA | Advisory firm LLC | $708.3M | 8 advisors | Percentage of AUM | View | |
| BENCH WALK ADVISORS LLC CRD 313945 | Boca Raton, FL | Advisory firm LLC | $707.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MANSKE WEALTH MANAGEMENT, LLC CRD 164401 | Houston, TX | Advisory firm LLC | $707.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| DUNCKER STREETT & CO. CRD 110828 | St.. Louis, MO | Advisory firm LLC | $707.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| E & G ADVISORS, LLC CRD 130550 | Houston, TX | Advisory firm LLC | $706.9M | 4 advisors | Percentage of AUM | View | |
| KALEIDOSCOPE CAPITAL CRD 282159 | Boston, MA | Advisory firm LP | $706.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DODDS WEALTH, LLC CRD 323632 | Greenwood Village, CO | Advisory firm LLC | $706.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHCAPE WEALTH MANAGEMENT CRD 312350 | Williamsville, NY | Advisory firm LLC | $706.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC CRD 146097 | Holmdel, NJ | Advisory firm LLC | $706.0M | 10 advisors | Percentage of AUM; Commissions | View | |
| MORANGIE MANAGEMENT LLC CRD 332949 | Vero Beach, FL | Advisory firm LLC | $706.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | Springfield, IL | Advisory firm LLC | $705.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC CRD 297750 | St.. Louis, MO | Advisory firm LLC | $705.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGECREST WEALTH PARTNERS, LLC CRD 311984 | San Rafael, CA | Advisory firm LLC | $705.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOLIDARITY WEALTH, LLC CRD 315843 | Lehi, UT | Advisory firm LLC | $704.2M | 8 advisors | Percentage of AUM · Subscription fees +1 more | View |