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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 | |||||
|---|---|---|---|---|---|---|---|
| SAGE ADVISORS, LLC CRD 301328 | Edmonds, WA | Advisory firm LLC | $575.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | Columbus, OH | Advisory firm LLC | $574.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WESTERN STANDARD, LLC CRD 147864 | Los Angeles, CA | Advisory firm LLC | $574.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| REALIZATION CAPITAL PARTNERS MANAGEMENT LLC CRD 304264 | CA | Advisory firm LLC | $574.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| UNTITLED INVESTMENTS LP CRD 306357 | New York, NY | Advisory firm LP | $574.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BASTION MANAGEMENT II LLC CRD 309685 | Stamford, CT | Advisory firm LLC | $572.7M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BURKETT FINANCIAL SERVICES, LLC CRD 140168 | Rock Hill, SC | Advisory firm LLC | $572.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRASAD WEALTH PARTNERS CRD 332507 | Independence, OH | Advisory firm LLC | $572.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LINEPOINT PARTNERS & CO. CRD 332598 | Los Angeles, CA | Advisory firm LLC | $572.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PAINTED PORCH ADVISORS LLC CRD 304375 | Santa Barbara, CA | Advisory firm LLC | $571.9M | 13 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILY WMS, LLC CRD 126456 | Athens, GA | Advisory firm LLC | $571.6M | 3 advisors | Percentage of AUM | View | |
| WESTWARD INVESTMENT ADVISORY CRD 281742 | Mission, KS | Advisory firm LLC | $571.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PREVATT CAPITAL LTD CRD 311895 | Nassau | Advisory firm Other (specify) | $571.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL MARKETS IQ, LLC CRD 134921 | AL | Advisory firm LLC | $571.4M | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FREIF ADVISORS LLC CRD 340426 | Denver, CO | Advisory firm LLC | $569.9M | 29 advisors | Percentage of AUM | View | |
| INCA INVESTMENTS, LLC CRD 131194 | Miami, FL | Advisory firm LLC | $569.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BRILLIANT ADVICE, LLC CRD 282891 | Cincinnati, OH | Advisory firm LLC | $569.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TALLWOODS PARTNERS, LLC CRD 168865 | Chicago, IL | Advisory firm LLC | $569.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| POTENTIA WEALTH CRD 329135 | San Jose, CA | Advisory firm LLC | $569.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| GILLILAND JETER WEALTH MANAGEMENT, LLC CRD 324403 | Little Rock, AR | Advisory firm LLC | $569.1M | 3 advisors | Percentage of AUM | View | |
| DRIFTWOOD ADVISORS, LLC CRD 307316 | Coral Gables, FL | Advisory firm LLC | $568.8M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| MERKLE RETIREMENT PLANNING CRD 297942 | Grimes, IA | Advisory firm LLC | $568.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACT WEALTH MANAGEMENT, LLC CRD 155131 | Allen, TX | Advisory firm LLC | $568.8M | 5 advisors | Percentage of AUM | View | |
| GENERATIONAL WEALTH ADVISORS CRD 135145 | Richardson, TX | Advisory firm LLC | $568.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View |