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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 | |||||
|---|---|---|---|---|---|---|---|
| CRUX WEALTH ADVISORS CRD 330731 | Long Beach, CA | Advisory firm LLC | $547.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEWEALTH ADVISORS, LLC CRD 298838 | Hoover, AL | Advisory firm LLC | $547.5M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAYS CAPITAL PARTNERS LIMITED CRD 171821 | Central | Advisory firm Other (specify) | $547.2M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADAPTIVE FINANCIAL CONSULTING, LLC CRD 288185 | Beachwood, OH | Advisory firm LLC | $547.1M | 6 advisors | Percentage of AUM | View | |
| MONON WEALTH MANAGEMENT CRD 289413 | Carmel, IN | Advisory firm LLC | $546.8M | 7 advisors | Percentage of AUM | View | |
| BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | Franklin, MA | Advisory firm LLC | $546.4M | 6 advisors | Percentage of AUM | View | |
| RESILIENCE MANAGEMENT CRD 157006 | Cleveland, OH | Advisory firm LLC | $546.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 3 BOOMERANG CAPITAL, LP CRD 326929 | Greenwich, CT | Advisory firm LP | $546.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY WEALTH CRD 306732 | Woodbury, MN | Advisory firm LLC | $546.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WELLINGTON SHIELDS & CO., LLC CRD 149021 | New York, NY | Advisory firm LLC | $546.0M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| STEWARDSHIP ADVISORS, LLC CRD 277099 | Mount Joy, PA | Advisory firm LLC | $545.2M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| 25 FINANCIAL CRD 317916 | Saint Louis, MO | Advisory firm LLC | $545.0M | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SELBY WEALTH MANAGEMENT CRD 334084 | Emeryville, CA | Advisory firm LLC | $544.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SIERRA OCEAN, LLC CRD 313829 | Ripon, CA | Advisory firm LLC | $544.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TSW II CAPITAL ADVISORS, LLC CRD 157380 | Chattanooga, TN | Advisory firm LLC | $544.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ONEASCENT FAMILY OFFICES CRD 323305 | Birmingham, AL | Advisory firm LLC | $544.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWSTONE CAPITAL PARTNERS, LLC CRD 161068 | Dallas, TX | Advisory firm LLC | $544.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDEN RESERVE RETIREMENT, LLC CRD 283588 | Dublin, OH | Advisory firm LLC | $544.3M | 22 advisors | Fixed fees | View | |
| FAROL INVESTMENT ADVISERS LP CRD 166565 | New York, NY | Advisory firm LP | $543.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC CRD 130931 | Danville, CA | Advisory firm LLC | $543.5M | 1 advisors | Percentage of AUM | View | |
| MARION WEALTH MANAGEMENT CRD 315730 | Monroeville, PA | Advisory firm LLC | $543.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALUMBO WEALTH MANAGEMENT LLC CRD 306548 | Great Neck, NY | Advisory firm LLC | $543.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FOUNTAINHEAD FINANCIAL, LLC CRD 150813 | Chicago, IL | Advisory firm LLC | $543.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APHIAS CAPITAL, L.P. CRD 336255 | San Francisco, CA | Advisory firm LP | $542.1M | 11 advisors | Percentage of AUM; Performance-based fees | View |