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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 | |||||
|---|---|---|---|---|---|---|---|
| 5CLP ADVISOR CRD 328959 | New York, NY | Advisory firm LLC | $601.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| DUNHILL FINANCIAL CRD 288211 | London, CA | Advisory firm LLC | $601.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXIAL READE CAPITAL, LP CRD 301386 | New York, NY | Advisory firm LP | $601.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANCE WEALTH ADVISORS, LLC CRD 288394 | Scranton, PA | Advisory firm LLC | $601.1M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MODUS ADVISORS, LLC CRD 291204 | Excelsior, MN | Advisory firm LLC | $601.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATON FINANCIAL LLC CRD 173070 | San Juan, PR | Advisory firm LLC | $600.9M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OLIO FINANCIAL PLANNING CRD 282355 | Mclean, VA | Advisory firm LLC | $600.5M | 8 advisors | Hourly charges; Fixed fees | View | |
| CHJ WEALTH MANAGEMENT CRD 154238 | The Woodlands, TX | Advisory firm LLC | $600.2M | 5 advisors | Percentage of AUM | View | |
| SEQUOIA WEALTH MANAGEMENT, LLC CRD 170543 | Barrington, IL | Advisory firm LLC | $599.6M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORY SOLUTIONS, LLC CRD 288903 | Zionsville, IN | Advisory firm LLC | $599.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEGINSKY CAPITAL LLC CRD 109617 | CA | Advisory firm LLC | $599.0M | 1 advisors | Percentage of AUM | View | |
| LONE PEAK GLOBAL INVESTORS, LLC CRD 153956 | Alpine, UT | Advisory firm LLC | $598.4M | 5 advisors | Percentage of AUM | View | |
| GRAND WEALTH MANAGEMENT, LLC CRD 132137 | Grand Rapids, MI | Advisory firm LLC | $597.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREEHOUSE WEALTH ADVISORS CRD 292016 | Walnut Creek, CA | Advisory firm LLC | $597.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE PHOENIX FUND ADVISOR LLC CRD 316384 | Guaynabo, PR | Advisory firm LLC | $596.4M | 1 advisors | Performance-based fees | View | |
| ASCENTIS WEALTH MANAGEMENT, LLC CRD 330923 | Dallas, TX | Advisory firm LLC | $595.7M | 5 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| RELIANT WEALTH PLANNING, LLC CRD 286230 | Louisville, KY | Advisory firm LLC | $595.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HEDEKER WEALTH LLC CRD 124341 | Lincolnshire, IL | Advisory firm LLC | $595.1M | 2 advisors | Percentage of AUM | View | |
| PERSPECTIVE WEALTH MANAGEMENT CRD 104619 | Hunt Valley, MD | Advisory firm LLC | $595.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VIRTUS WEALTH SOLUTIONS CRD 332536 | Cranford, NJ | Advisory firm LLC | $594.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC CRD 328015 | New York, NY | Advisory firm LLC | $594.2M | 16 employees | Percentage of AUM | View | |
| OUTLOOK WEALTH ADVISORS, LLC CRD 291465 | The Woodlands, TX | Advisory firm LLC | $593.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGNMENT GROWTH CRD 319136 | New York, NY | Advisory firm LLC | $593.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS MERCHANT CAPITAL LLC CRD 172124 | New York, NY | Advisory firm LLC | $593.0M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View |