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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 | |||||
|---|---|---|---|---|---|---|---|
| INDIE ASSET PARTNERS, LLC CRD 154503 | Carmel, IN | Advisory firm LLC | $685.2M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRECEDENT WEALTH PARTNERS, LLC CRD 325203 | Houston, TX | Advisory firm LLC | $685.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDY COVE ADVISORS, LLC CRD 152482 | Hingham, MA | Advisory firm LLC | $684.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENCE WEALTH ADVISORS, LLC CRD 153646 | Frankfort, IL | Advisory firm LLC | $684.4M | 6 advisors | Percentage of AUM; Commissions | View | |
| INTEGRA GLOBAL ADVISORS LLC CRD 288511 | Stamford, CT | Advisory firm LLC | $684.1M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MARIETTA INVESTMENT PARTNERS, LLC CRD 108479 | Milwaukee, WI | Advisory firm LLC | $683.7M | 4 advisors | Percentage of AUM | View | |
| HIGH NOTE WEALTH, LLC CRD 305768 | Deephaven, MN | Advisory firm LLC | $683.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ARGENT RETIREMENT PLAN ADVISORS, LLC CRD 165031 | New Orleans, LA | Advisory firm LLC | $683.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODHART PARTNERS LLP CRD 281566 | London | Advisory firm LLP | $683.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS WEALTH MANAGEMENT LLC CRD 106289 | Guilford, CT | Advisory firm LLC | $682.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SANDBOX FINANCIAL PARTNERS, LLC CRD 297858 | Bethesda, MD | Advisory firm LLC | $681.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLTOWER PARTNERS CRD 333385 | New York, NY | Advisory firm LLC | $681.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCNALLY ADVISORS, LLC CRD 158707 | Chicago, IL | Advisory firm LLC | $680.9M | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EAGLE BAY FAMILY OFFICE CRD 281675 | New York, NY | Advisory firm LLC | $680.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1ST & MAIN GROWTH PARTNERS CRD 106305 | Chicago, IL | Advisory firm LLC | $680.4M | 10 advisors | Performance-based fees; MANAGEMENT FEES ARE BASED ON CONTRIBUTED CAPITAL. | View | |
| EFM INVESTMENTS & ADVISORY LLC CRD 339744 | Portland, OR | Advisory firm LLC | $680.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUFFLE HOUND CAPITAL, LLC CRD 137616 | Bethesda, MD | Advisory firm LLC | $680.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LANDMARK WEALTH MANAGEMENT CRD 109379 | Getzville, NY | Advisory firm LLC | $679.7M | 4 advisors | Percentage of AUM | View | |
| ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC CRD 159393 | Boca Raton, FL | Advisory firm LLC | $679.5M | 20 advisors | Percentage of AUM; GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION | View | |
| FOREFRONT ANALYTICS, LLC CRD 153016 | W. Conshohocken, PA | Advisory firm LLC | $679.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HUDSON VALUE PARTNERS, LLC CRD 301325 | Palm Beach, FL | Advisory firm LLC | $678.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TYME ADVISORS CRD 285212 | Plano, TX | Advisory firm LLC | $678.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOOD SPRINGS CAPITAL CRD 326803 | New York, NY | Advisory firm LP | $677.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VSM WEALTH ADVISORY, LLC CRD 313717 | Hunt Valley, MD | Advisory firm LLC | $677.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |