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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 | |||||
|---|---|---|---|---|---|---|---|
| HOGANTAYLOR WEALTH CRD 129696 | Tulsa, OK | Advisory firm LLC | $592.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA FINANCIAL ADVISORS, L.L.C. CRD 122092 | Metairie, LA | Advisory firm LLC | $592.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GERBER, LLC CRD 120039 | Columbus, OH | Advisory firm LLC | $592.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH PRESERVATION ADVISORS, LLC CRD 167518 | Chattanooga, TN | Advisory firm LLC | $591.6M | 2 advisors | Percentage of AUM | View | |
| HOXTON PLANNING & MANAGEMENT, LLC CRD 319087 | Shepherdstown, WV | Advisory firm LLC | $591.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCLUSIVE CAPITAL PARTNERS, L.P. CRD 309419 | San Francisco, CA | Advisory firm LP | $591.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AIS PLANNING CRD 148821 | St.. Cloud, MN | Advisory firm LLC | $591.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MP NEXT CAPITAL CRD 159904 | Villanova, PA | Advisory firm LP | $590.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MILESTONE FINANCIAL PLANNING, LLC CRD 283439 | Bedford, NH | Advisory firm LLC | $590.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| SECTION PARTNERS MANAGEMENT, LLC CRD 314618 | Palo Alto, CA | Advisory firm LLC | $590.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RESTON WEALTH MANAGEMENT CRD 148816 | Reston, VA | Advisory firm LLC | $589.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MIG CAPITAL, LLC CRD 160782 | Newport Beach, CA | Advisory firm LLC | $589.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEQUENT PLANNING, LLC CRD 160381 | Omaha, NE | Advisory firm LLC | $589.5M | 76 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WP ADVISORS, LLC CRD 118268 | CA | Advisory firm LLC | $588.9M | 2 advisors | Percentage of AUM | View | |
| CONSOLIDATED FINANCIAL CRD 119695 | Dublin, OH | Advisory firm LLC | $588.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONE-GOFF PARTNERS CRD 281205 | New York, NY | Advisory firm LLC | $588.6M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| JADE MOUNTAIN PARTNERS, LLC CRD 290415 | White Plains, NY | Advisory firm LLC | $588.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTRUST CONSULTING, LLC CRD 108037 | Oklahoma City, OK | Advisory firm LLC | $588.2M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROCK FIDUCIARY SERVICES LLC CRD 153055 | New York, NY | Advisory firm LLC | $588.2M | 1 advisors | Fixed fees | View | |
| JPL WEALTH MANAGEMENT, LLC CRD 328474 | Greenwood Village, CO | Advisory firm LLC | $587.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EVERPAR ADVISORS LLC CRD 326468 | Tulsa, OK | Advisory firm LLC | $587.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| KIRR, MARBACH & COMPANY, LLC CRD 104634 | Columbus, IN | Advisory firm LLC | $587.7M | 7 advisors | Percentage of AUM | View | |
| CASTLE ROCK WEALTH MANAGEMENT, LLC CRD 199513 | Walnut Creek, CA | Advisory firm LLC | $587.1M | 7 advisors | Percentage of AUM | View | |
| HARPSWELL CAPITAL ADVISORS, LLC CRD 168996 | Yarmouth, ME | Advisory firm LLC | $587.0M | 2 advisors | Percentage of AUM | View |