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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 | |||||
|---|---|---|---|---|---|---|---|
| SQUIRE WEALTH ADVISORS CRD 117750 | Orem, UT | Advisory firm LLC | $586.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CUADRILLA CAPITAL, LLC CRD 314510 | Santa Barbara, CA | Advisory firm LLC | $586.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ARX MANAGEMENT, LLC CRD 305659 | El Segundo, CA | Advisory firm LLC | $586.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED FINANCIAL ADVISORS, LLC CRD 118261 | Town And Country, MO | Advisory firm LLC | $585.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEP MANAGEMENT LLC CRD 173481 | Salt Lake City, UT | Advisory firm LLC | $585.2M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KREITLER FINANCIAL LLC CRD 309056 | New Haven, CT | Advisory firm LLC | $584.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLSPRING WEALTH MANAGEMENT LLC CRD 134834 | Alpharetta, GA | Advisory firm LLC | $584.8M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TWIN PEAKS WEALTH ADVISORS CRD 323817 | AZ | Advisory firm LLC | $584.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BH3 FUND ADVISORS, LLC CRD 298967 | Fort Lauderdale, FL | Advisory firm LLC | $584.7M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| KDK PRIVATE WEALTH MANAGEMENT CRD 299583 | Houston, TX | Advisory firm LLC | $584.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM FIDUCIARIES LLC CRD 323673 | Boise, ID | Advisory firm LLC | $584.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| 424 CAPITAL, LLC CRD 167462 | Wakefield, MA | Advisory firm LLC | $584.5M | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEWROAD CAPITAL PARTNERS, LLC CRD 281487 | Bentonville, AR | Advisory firm LLC | $584.4M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTIS ADVISORS, LLC CRD 164498 | Wayne, PA | Advisory firm LLC | $584.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORTRESS PRIVATE LEDGER, LLC CRD 290298 | Raleigh, NC | Advisory firm LLC | $584.0M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERSIUM ADVISORS, LLC CRD 128335 | Atlanta, GA | Advisory firm LLC | $583.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| VINE INVESTMENT ADVISORS, LP CRD 157341 | Palm Beach Gardens, FL | Advisory firm LP | $583.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PATHVIEW WEALTH ADVISORS CRD 308292 | San Diego, CA | Advisory firm LLC | $583.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOWARD BAILEY SECURITIES, LLC CRD 282712 | Fort Wayne, IN | Advisory firm LLC | $582.8M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE TRAIL ADVISORS CRD 154744 | Middlebury, VT | Advisory firm LLC | $582.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MANTEIO SCALABLE TECHNOLOGIES LLC CRD 333019 | Jersey City, NJ | Advisory firm LLC | $582.5M | 6 advisors | Percentage of AUM | View | |
| NORTHLIGHT CAPITAL PARTNERS CRD 170112 | Westport, CT | Advisory firm LLC | $582.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TWO SIGMA REAL ESTATE, LP CRD 324210 | New York, NY | Advisory firm LP | $581.7M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ARMADILLO LITIGATION FUNDING LLC CRD 310764 | Houston, TX | Advisory firm LLC | $581.4M | 7 advisors | Percentage of AUM; Performance-based fees | View |