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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 | |||||
|---|---|---|---|---|---|---|---|
| 9823 CAPITAL, LP CRD 324329 | Dallas, TX | Advisory firm LP | $677.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| JACOBSON & SCHMITT ADVISORS, LLC CRD 140431 | Middleton, WI | Advisory firm LLC | $676.4M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKPORT WEALTH ADVISORS CRD 297122 | Fairview Park, OH | Advisory firm LLC | $676.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PASI INVESTMENTS, LLC CRD 145640 | Farmington, CT | Advisory firm LLC | $676.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WATERWAY WEALTH MANAGEMENT, L.L.C. CRD 164975 | The Woodlands, TX | Advisory firm LLC | $675.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH PARTNERS, LLC CRD 283648 | Orlando, FL | Advisory firm LLC | $675.7M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE WEALTH PARTNERS CRD 329635 | Fort Myers, FL | Advisory firm LLC | $675.5M | 4 advisors | Percentage of AUM | View | |
| LITTLE HOUSE CAPITAL, LLC CRD 290070 | Braintree, MA | Advisory firm LLC | $675.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST ADVISORS, LLC CRD 285991 | Woodbury, MN | Advisory firm LLC | $674.5M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEST FINANCIAL ADVISORS, L.L.C. CRD 142265 | Des Moines, IA | Advisory firm LLC | $674.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| BUOYANT CAPITAL PRIVATE LIMITED CRD 327612 | Mumbai | Advisory firm Other (specify) | $674.0M | 51 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC CRD 133088 | Red Bank, NJ | Advisory firm LLC | $673.8M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHERRY TREE WEALTH MANAGEMENT, LLC CRD 151406 | Minnetonka, MN | Advisory firm LLC | $673.5M | 9 advisors | Percentage of AUM | View | |
| DLJ REAL ESTATE CAPITAL PARTNERS, LLC CRD 106238 | New York, NY | Advisory firm LLC | $673.0M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC CRD 109203 | South Meriden, CT | Advisory firm LLC | $673.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARANA CAPITAL, LLC CRD 288311 | New York, NY | Advisory firm LLC | $672.9M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ACHIEVE PARTNERS MANAGEMENT, LLC CRD 299883 | New York, NY | Advisory firm LLC | $672.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRETHORN WEALTH PARTNERS, LLC CRD 297634 | Augusta, GA | Advisory firm LLC | $671.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESILIUM PRIVATE WEALTH, LLC CRD 318345 | Radnor, PA | Advisory firm LLC | $671.7M | 3 advisors | Percentage of AUM | View | |
| ARABLE CAPITAL PARTNERS, LLC CRD 287629 | Bellevue, WA | Advisory firm LLC | $671.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEST FINANCIAL ADVISORS, LLC CRD 145552 | West Chester, OH | Advisory firm LLC | $671.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ABS LEGACY PARTNERS, LLC CRD 325604 | Hickory, NC | Advisory firm LLC | $670.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATION WEALTH PARTNERS, LLC CRD 123971 | Walnut Creek, CA | Advisory firm LLC | $670.7M | 6 advisors | Percentage of AUM | View | |
| TRINITY FINANCIAL ADVISORS LLC CRD 133191 | Columbus, OH | Advisory firm LLC | $670.0M | 6 advisors | Percentage of AUM; Fixed fees | View |