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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON INVESTMENT ADVISORS LLC CRD 127368 | Gaithersburg, MD | Advisory firm LLC | $541.9M | 1 advisors | Percentage of AUM | View | |
| TANDEM FINANCIAL, LLC CRD 292565 | Greenwood Village, CO | Advisory firm LLC | $541.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CIBOLO ENERGY PARTNERS, LLC CRD 287596 | Houston, TX | Advisory firm LLC | $541.5M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SHOREHAVEN WEALTH PARTNERS, LLC CRD 308026 | Red Bank, NJ | Advisory firm LLC | $541.5M | 4 advisors | Percentage of AUM | View | |
| GETTINGS BUSCH WEALTH MANAGEMENT CRD 306757 | Lafayette, IN | Advisory firm LLC | $541.5M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ARISTIDES CAPITAL LLC CRD 162368 | Louisville, KY | Advisory firm LLC | $541.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDALUSIAN CREDIT PARTNERS, LLC CRD 324744 | New York, NY | Advisory firm LLC | $541.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHMARQ FUND MANAGEMENT, LLC CRD 150703 | Lake Oswego, OR | Advisory firm LLC | $541.3M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COMPOUND FAMILY OFFICES, LLC CRD 298776 | Sarasota, FL | Advisory firm LLC | $540.8M | 5 advisors | Percentage of AUM | View | |
| DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | Ridgeland, SC | Advisory firm LLC | $540.8M | 3 advisors | Percentage of AUM | View | |
| GRAY PRIVATE WEALTH, LLC CRD 128547 | Canton, MA | Advisory firm LLC | $540.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AHOY CAPITAL CRD 300100 | Palo Alto, CA | Advisory firm LLC | $540.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKWOOD REAL ESTATE PARTNERS, LLC CRD 169387 | Denver, CO | Advisory firm LLC | $540.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| IMC ADVISORS, LLC CRD 111537 | Columbus, IN | Advisory firm LLC | $540.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WBI INVESTMENTS, LLC CRD 106336 | Red Bank, NJ | Advisory firm LLC | $539.6M | 5 advisors | Percentage of AUM | View | |
| WEALTH ADVISORS OF IOWA, LLC CRD 115088 | West Des Moines, IA | Advisory firm LLC | $539.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIVER STREET ADVISORS, LLC CRD 153537 | Aurora, IL | Advisory firm LLC | $539.2M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK KNIGHT WEALTH MANAGEMENT, LLC CRD 305515 | AR | Advisory firm LLC | $539.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS WEALTH CRD 112973 | East Hanover, NJ | Advisory firm LLC | $539.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| EUPHRATES ADVISORS CRD 167257 | Washington, DC | Advisory firm LLC | $539.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BUSKA WEALTH MANAGEMENT, LLC CRD 170627 | Wausau, WI | Advisory firm LLC | $538.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| HARBOURVEST REGISTERED ADVISERS CRD 332106 | Boston, MA | Advisory firm LP | $538.7M | 296 advisors | Percentage of AUM; Performance-based fees | View | |
| ORIGIN CREDIT ADVISERS, LLC CRD 324839 | Denver, CO | Advisory firm LLC | $538.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ARKFELD WEALTH STRATEGIES, L.L.C. CRD 293175 | Omaha, NE | Advisory firm LLC | $538.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |