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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 | |||||
|---|---|---|---|---|---|---|---|
| HOBART WEALTH CRD 168494 | Charlotte, NC | Advisory firm LLC | $558.2M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL HARVEST WEALTH ADVISORS CRD 148271 | Winter Park, FL | Advisory firm LLC | $557.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENRICH FINANCIAL PARTNERS LLC CRD 111234 | Madison, WI | Advisory firm LLC | $556.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARK STREET CAPITAL ADVISERS, L.L.C. CRD 115443 | MA | Advisory firm LLC | $556.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HT PARTNERS LLC CRD 147400 | Centerbrook, CT | Advisory firm LLC | $556.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLDFATHER FINANCIAL SERVICES CRD 339739 | Kearney, NE | Advisory firm LLC | $556.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SATURN FIVE ADVISORS LLC CRD 322348 | Denver, CO | Advisory firm LLC | $556.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SQ CAPITAL LLC CRD 334301 | New York, NY | Advisory firm LLC | $556.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHRIM ADVISER, LLC CRD 306796 | Mesa, AZ | Advisory firm LLC | $556.0M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SF EQUITY PARTNERS MANAGEMENT, LLC CRD 162396 | San Francisco, CA | Advisory firm LLC | $556.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SPRUCE STREET CAPITAL LP CRD 333213 | New York, NY | Advisory firm LP | $555.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INDAGO CAPITAL LLC CRD 330343 | New York, NY | Advisory firm LLC | $555.9M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QVIDTVM MANAGEMENT LLC CRD 309456 | The Woodlands, TX | Advisory firm LLC | $555.8M | 1 advisors | Performance-based fees | View | |
| CONSILIO WEALTH ADVISORS, LLC CRD 314466 | Bellevue, WA | Advisory firm LLC | $555.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KOOMAN & ASSOCIATES CRD 322163 | Altoona, PA | Advisory firm LLC | $555.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BIGELOW INVESTMENT ADVISORS, LLC CRD 143733 | Portland, ME | Advisory firm LLC | $555.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DIGITAL WEALTH PARTNERS CRD 328627 | Dallas, TX | Advisory firm LLC | $555.1M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PREMIER WEALTH ADVISORS, LLC CRD 120358 | New York, NY | Advisory firm LLC | $555.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KIMERY WEALTH MANAGEMENT, LLC CRD 288229 | Memphis, TN | Advisory firm LLC | $555.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| LANSING STREET ADVISORS CRD 306882 | Ambler, PA | Advisory firm LLC | $555.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| KERCHEVILLE ADVISORS LLC CRD 169471 | San Antonio, TX | Advisory firm LLC | $554.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE ADVISORY, LLC CRD 339211 | Leawood, KS | Advisory firm LLC | $554.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC CRD 145499 | Greenville, SC | Advisory firm LLC | $553.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SMA CAPITAL LLC CRD 335168 | New York, NY | Advisory firm LLC | $553.5M | 7 advisors | Percentage of AUM; Performance-based fees | View |