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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 | |||||
|---|---|---|---|---|---|---|---|
| BMSS WESSON WEALTH SOLUTIONS CRD 282792 | Birmingham, AL | Advisory firm LLC | $704.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPEL VENTURE PARTNERS MANAGEMENT CO. CRD 283261 | San Carlos, CA | Advisory firm LLC | $703.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 1 SEED PARTNERS LLC CRD 329288 | Chicago, IL | Advisory firm LLC | $703.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CCC ADVISORS, LLC CRD 288948 | Austin, TX | Advisory firm LLC | $703.3M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBOUR CAPITAL ADVISORS, LLC CRD 157266 | Tysons Corner, VA | Advisory firm LLC | $701.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RPG FAMILY WEALTH ADVISORY, LLC CRD 158528 | Burlington, MA | Advisory firm LLC | $700.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTRYPOINT CAPITAL, LLC CRD 313946 | New York, NY | Advisory firm LLC | $700.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LAUTERBACH FINANCIAL ADVISORS, LLC CRD 114431 | El Paso, TX | Advisory firm LLC | $700.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KTF INVESTMENTS, LLC CRD 337465 | Seal Beach, CA | Advisory firm LLC | $700.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AETHON ENERGY MANAGEMENT CRD 173136 | Dallas, TX | Advisory firm LLC | $700.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| TIDEMARK MANAGEMENT COMPANY LP CRD 313541 | Menlo Park, CA | Advisory firm LP | $699.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| THE RETIREMENT SOLUTION LLC CRD 148106 | Redmond, WA | Advisory firm LLC | $699.4M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IAM ADVISORY LLC CRD 305492 | Easton, PA | Advisory firm LLC | $699.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPUS WEALTH PLANNING, LLC CRD 285349 | Irvine, CA | Advisory firm LLC | $699.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADVIEW FINANCIAL MANAGEMENT, LLC CRD 143550 | Wauwatosa, WI | Advisory firm LLC | $699.2M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| GREY FOX WEALTH ADVISORS, LLC CRD 307172 | Rockland, DE | Advisory firm LLC | $698.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| IRON PATH CAPITAL, L.P. CRD 316139 | Charlottesville, VA | Advisory firm LP | $698.5M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| IKARIAN CAPITAL CRD 281880 | Dallas, TX | Advisory firm LLC | $698.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMILTON WEALTH, LLC CRD 289462 | Los Angeles, CA | Advisory firm LLC | $697.8M | 3 advisors | Percentage of AUM | View | |
| ABG CONSULTANTS CRD 131129 | Cottonwood Heights, UT | Advisory firm LLC | $697.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALO ALTO INVESTORS LP CRD 109171 | Palo Alto, CA | Advisory firm LP | $696.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXIMAI INVESTMENT PARTNERS, LLC CRD 284919 | Coral Gables, FL | Advisory firm LLC | $695.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MAYPORT WEALTH MANAGEMENT CRD 288215 | CA | Advisory firm LLC | $694.9M | 2 advisors | Hourly charges; Fixed fees | View | |
| PREMIER WEALTH ADVISORS, LLC CRD 285510 | San Diego, CA | Advisory firm LLC | $694.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |