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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 | |||||
|---|---|---|---|---|---|---|---|
| SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV CRD 339845 | Mexico City | Advisory firm Other (specify) | $553.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREEKSIDE PARTNERS CRD 125401 | Petaluma, CA | Advisory firm LLC | $553.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOLSMA INVESTMENTS, LLC CRD 287941 | WA | Advisory firm LLC | $552.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MW ADVISOR, LLC CRD 332429 | New York, NY | Advisory firm LLC | $552.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXUS ONE FINANCIAL ADVISORS LLC CRD 336809 | Plano, TX | Advisory firm LLC | $552.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE WEALTH ADVISORS, LLC CRD 314668 | Centerville, UT | Advisory firm LLC | $552.0M | 7 advisors | Percentage of AUM | View | |
| LAS OLAS CAPITAL ADVISORS, LLC CRD 175077 | Fort Lauderdale, FL | Advisory firm LLC | $551.9M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLOBAL ASSETS ADVISORY, LLC CRD 300460 | Orlando, FL | Advisory firm LLC | $551.7M | 25 advisors | Percentage of AUM | View | |
| THE SUM CRD 297658 | The Woodlands, TX | Advisory firm LLC | $551.4M | 7 advisors | Hourly charges; Fixed fees | View | |
| BROADLEAF PARTNERS, LLC CRD 137433 | Hudson, OH | Advisory firm LLC | $551.3M | 4 advisors | Percentage of AUM; ASSETS UNDER SUPERVISION | View | |
| HST VENTURES, LLC CRD 317143 | Park City, UT | Advisory firm LLC | $551.1M | 4 advisors | Fixed fees; Performance-based fees | View | |
| VERIDIAN CAPITAL PARTNERS CRD 314290 | Frederick, MD | Advisory firm LLC | $551.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMICUS FINANCIAL ADVISORS, LLC CRD 131315 | Lubbock, TX | Advisory firm LLC | $550.9M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIRAMAR CAPITAL CRD 290909 | Northbrook, IL | Advisory firm LLC | $550.3M | 3 advisors | Percentage of AUM | View | |
| NAPIER FINANCIAL CRD 336725 | Braintree, MA | Advisory firm LLC | $550.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW HOLLAND TRADING LLC CRD 337695 | New York, NY | Advisory firm LLC | $550.0M | 8 advisors | Performance-based fees; REIMBURSEMENT OF PASSTHROUGH EXPENSES | View | |
| TERRAMONT INFRASTRUCTURE MANAGEMENT LLC CRD 317282 | New York, NY | Advisory firm LLC | $549.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE WEALTH ADVISORS CRD 117517 | Clackamas, OR | Advisory firm LLC | $549.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARVEST INVESTMENT CONSULTANTS LLC CRD 110258 | Hunt Valley, MD | Advisory firm LLC | $549.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MACK & CO. PARTNERS, LP CRD 324218 | Dallas, TX | Advisory firm LP | $549.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILLS WEALTH ADVISORS, LLC CRD 159251 | Southlake, TX | Advisory firm LLC | $548.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAY HILL CAPITAL, LLC CRD 332076 | Cohasset, MA | Advisory firm LLC | $548.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CABLE CAR CAPITAL, LP CRD 169234 | San Francisco, CA | Advisory firm LP | $548.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BIG LEAGUE ADVANTAGE CRD 291999 | Washington, DC | Advisory firm LLC | $548.3M | 1 advisors | Percentage of AUM; Performance-based fees | View |