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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 | |||||
|---|---|---|---|---|---|---|---|
| KELLY FINANCIAL SERVICES LLC CRD 291996 | Braintree, MA | Advisory firm Other (specify) | $623.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEUMANN ADVISORY HONG KONG LIMITED CRD 284666 | Hong Kong | Advisory firm Other (specify) | $622.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| L2 POINT MANAGEMENT LLC CRD 317924 | San Francisco, CA | Advisory firm LLC | $622.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SHOTEN CAPITAL LP CRD 339620 | Austin, TX | Advisory firm LP | $622.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STAPLE STREET CAPITAL CRD 173785 | New York, NY | Advisory firm LP | $622.2M | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MIRABILIS MANAGEMENT COMPANY LLC CRD 316801 | CA | Advisory firm LLC | $622.1M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| H FINANCIAL MANAGEMENT CRD 148209 | Canonsburg, PA | Advisory firm LLC | $621.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALAN, LLC CRD 156109 | Santa Barbara, CA | Advisory firm LLC | $621.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK FAMILY ADVISORS, LLC CRD 141332 | Chicago, IL | Advisory firm LLC | $621.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARALLAXES CAPITAL CRD 291657 | Los Angeles, CA | Advisory firm LLC | $620.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INNOVATIVE CAPITAL ADVISORS, LLC CRD 161281 | Chicago, IL | Advisory firm LLC | $619.5M | 4 advisors | Percentage of AUM | View | |
| ALPHA FINANCIAL ADVISORS, LLC CRD 122545 | Charlotte, NC | Advisory firm LLC | $619.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE OCEAN CAPITAL CRD 107833 | West Palm Beach, FL | Advisory firm LLC | $619.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TACTIVE ADVISORS, LLC CRD 309311 | Sarasota, FL | Advisory firm LLC | $619.0M | 14 advisors | Percentage of AUM | View | |
| MERITAS WEALTH MANAGEMENT, LLC CRD 148565 | San Rafael, CA | Advisory firm LLC | $618.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHEELER RETIREMENT PLANS LLC CRD 327889 | Duluth, MN | Advisory firm LLC | $618.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STEADTRUST CRD 334416 | DE | Advisory firm LLC | $618.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC CRD 301715 | New Orleans, LA | Advisory firm LLC | $617.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL PLANNING, LLC CRD 169470 | Bellevue, WA | Advisory firm LLC | $617.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALING WEALTH ADVISORS CRD 283226 | Louisville, KY | Advisory firm LLC | $617.7M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| EQ WEALTH ADVISORS CRD 322294 | Dallas, TX | Advisory firm LLC | $617.0M | 4 advisors | Percentage of AUM | View | |
| CLEAR WAVE WEALTH MANAGEMENT, LLC CRD 338582 | Red Bank, NJ | Advisory firm LLC | $617.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HILLTOP WEALTH & TAX SOLUTIONS CRD 290981 | Mishawaka, IN | Advisory firm LLC | $616.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREY LEDGE ADVISORS, LLC CRD 124867 | Guilford, CT | Advisory firm LLC | $616.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |