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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 | |||||
|---|---|---|---|---|---|---|---|
| ROBINHOOD VENTURES CRD 339165 | Menlo Park, CA | Advisory firm LLC | $655.3M | 8 advisors | Percentage of AUM | View | |
| RBO & CO, LLC CRD 112172 | St.. Helena, CA | Advisory firm LLC | $654.8M | 3 advisors | Percentage of AUM | View | |
| MILESTONE FINANCIAL ASSOCIATES, LLC CRD 336684 | Macungie, PA | Advisory firm LLC | $654.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PW NOVA FINANCIAL SERVICES LLC CRD 333595 | Newtown, PA | Advisory firm LLC | $654.3M | 6 advisors | Percentage of AUM | View | |
| RANGE ADVISORY, LLC CRD 321969 | Mclean, VA | Advisory firm LLC | $653.9M | 18 advisors | MEMBERSHIP DUES | View | |
| EAGLE WEALTH STRATEGIES CRD 323814 | Mullica Hill, NJ | Advisory firm LLC | $653.8M | 9 advisors | Percentage of AUM; CONSULTING FEE | View | |
| BCU WEALTH ADVISORS, LLC CRD 164173 | Vernon Hills, IL | Advisory firm LLC | $653.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WESTOVER CAPITAL ADVISORS, LLC CRD 126520 | Wilmington, DE | Advisory firm LLC | $652.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALISADE INVESTMENTS, LLC CRD 124776 | Zephyr Cove, NV | Advisory firm LLC | $652.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| EARLY MCCLINTIC & MCMILLAN, LLC CRD 288427 | Stafford, TX | Advisory firm LLC | $652.2M | 6 advisors | Percentage of AUM | View | |
| BKM WEALTH MANAGEMENT CRD 323928 | Brookfield, WI | Advisory firm LLC | $651.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUSTRALIS PARTNERS (ADVISERS) LLC CRD 175505 | New York, NY | Advisory firm LLC | $651.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PROPRIETARY CAPITAL, LLC CRD 125139 | Denver, CO | Advisory firm LLC | $651.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT CREEK ADVISORS CRD 135496 | Minneapolis, MN | Advisory firm LLC | $650.9M | 4 advisors | Percentage of AUM | View | |
| XCELSIOR ADVISOR PARTNERS LLC CRD 334779 | AZ | Advisory firm LLC | $650.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACM MANAGEMENT COMPANY, LLC CRD 283037 | Portland, OR | Advisory firm LLC | $650.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC CRD 310572 | Houston, TX | Advisory firm LLC | $650.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSECLIFF VENTURE MANAGEMENT, LLC CRD 300188 | New York, NY | Advisory firm LLC | $649.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| JRM INVESTMENT COUNSEL. CRD 138004 | IA | Advisory firm LLC | $649.4M | 3 advisors | Percentage of AUM | View | |
| ESSEX LLC CRD 108352 | Deer Park, IL | Advisory firm LLC | $649.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET STRATEGY ADVISORS, LLC CRD 139879 | Wayland, MA | Advisory firm LLC | $649.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY OFFICE RESEARCH, LLC CRD 144136 | Bethesda, MD | Advisory firm LLC | $648.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWELL INVESTMENT ADVISORS, LLC CRD 160333 | Miami, FL | Advisory firm LLC | $648.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARIXA MANAGEMENT, LLC CRD 336603 | Los Angeles, CA | Advisory firm LLC | $647.9M | 42 advisors | Percentage of AUM; Performance-based fees | View |