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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 | |||||
|---|---|---|---|---|---|---|---|
| THREE ARCH WEALTH MANAGEMENT LLC CRD 333733 | Irvine, CA | Advisory firm LLC | $662.4M | 3 advisors | Percentage of AUM | View | |
| HARRELL INVESTMENT PARTNERS, LLC CRD 299166 | Austin, TX | Advisory firm LLC | $662.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTSHORE WEALTH CRD 283843 | Newport Beach, CA | Advisory firm LLC | $662.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUATTRO ADVISORS L.L.C. CRD 146438 | Pittsburgh, PA | Advisory firm LLC | $661.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCEND INVESTMENT PARTNERS CRD 307667 | Ogden, UT | Advisory firm LLC | $661.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LEM CAPITAL, L.P. CRD 159817 | Philadelphia, PA | Advisory firm LP | $661.4M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVERWATER PARTNERS LLC CRD 283540 | Milwaukee, WI | Advisory firm LLC | $660.9M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| TRUVESTMENTS CAPITAL LLC CRD 291297 | Sarasota, FL | Advisory firm LLC | $660.8M | 15 advisors | Percentage of AUM; Hourly charges | View | |
| FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | Clayton, MO | Advisory firm LLC | $660.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ST. JAMES INVESTMENT COMPANY, LLC CRD 124777 | Southlake, TX | Advisory firm LLC | $660.6M | 2 advisors | Percentage of AUM | View | |
| BETTERWEALTH LLC CRD 226661 | San Jose, CA | Advisory firm LLC | $659.9M | 5 advisors | Percentage of AUM | View | |
| TRADEWINDS, LLC CRD 316415 | Raleigh, NC | Advisory firm LLC | $659.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SAINTS CAPITAL CRD 161723 | CO | Advisory firm LLC | $659.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARIES WEALTH MANAGEMENT, LLC CRD 175477 | Portland, ME | Advisory firm LLC | $658.6M | 3 advisors | Percentage of AUM | View | |
| PURUS WEALTH MANAGEMENT, LLC CRD 174490 | Newport Beach, CA | Advisory firm LLC | $658.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN WEALTH MANAGEMENT, LLC CRD 159594 | Fort Worth, TX | Advisory firm LLC | $657.8M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ARBOR WEALTH ADVISORS LLC CRD 169570 | Troy, MI | Advisory firm LLC | $657.7M | 1 advisors | Hourly charges; Fixed fees | View | |
| HIGHPOST CAPITAL, LLC CRD 307798 | West Palm Beach, FL | Advisory firm LLC | $657.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVATIVE WEALTH BUILDING LLC CRD 314942 | California, MD | Advisory firm LLC | $657.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELA FINANCIAL ADVISORY CRD 126266 | San Antonio, TX | Advisory firm LLC | $657.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M37 MANAGEMENT LP CRD 332714 | Menlo Park, CA | Advisory firm LP | $656.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WARREN STREET WEALTH ADVISORS, LLC CRD 173447 | Irvine, CA | Advisory firm LLC | $656.1M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROCK POINT ADVISORS, LLC CRD 130825 | Burlington, VT | Advisory firm LLC | $655.7M | 5 advisors | Percentage of AUM | View | |
| MCGOWAN & CO LLP CRD 108736 | Bryn Mawr, PA | Advisory firm LLP | $655.6M | 3 advisors | Percentage of AUM | View |