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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 | |||||
|---|---|---|---|---|---|---|---|
| EIGHT 31 FINANCIAL, LLC CRD 327632 | Midland, TX | Advisory firm LLC | $532.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOUNDERS GROVE WEALTH PARTNERS, LLC CRD 331352 | Richmond, VA | Advisory firm LLC | $532.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DST WEALTH MANAGEMENT LLC CRD 302110 | Indian Wells, CA | Advisory firm LLC | $532.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MONUMENT WEALTH MANAGEMENT CRD 159882 | Alexandria, VA | Advisory firm LLC | $531.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CERRO PACIFIC WEALTH ADVISORS, LLC CRD 310825 | San Luis Obispo, CA | Advisory firm LLC | $531.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ANCIENT MANAGEMENT LP D/B/A ANCIENT CRD 324806 | New York, NY | Advisory firm LP | $531.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| XXI WEALTH, LLC CRD 330796 | Chicago, IL | Advisory firm LLC | $531.5M | 2 advisors | Percentage of AUM | View | |
| NEW SILK ROUTE CRD 161339 | New York, NY | Advisory firm LP | $531.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAP91 PARTNERS MANAGEMENT LLC CRD 324057 | Richmond, VA | Advisory firm LLC | $531.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TITAN RETIREMENT ADVISORS LLC CRD 166359 | Fulshear, TX | Advisory firm LLC | $531.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAI WEALTH CRD 324695 | Naperville, IL | Advisory firm LLC | $530.8M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRINITY PORTFOLIO ADVISORS, LLC CRD 151721 | Southlake, TX | Advisory firm LLC | $530.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SANTA BARBARA MANAGEMENT CRD 334801 | Chicago, IL | Advisory firm LLC | $530.2M | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| A-STREET MANAGEMENT LP CRD 336707 | — | Advisory firm LP | $530.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GAGNON SECURITIES, LLC CRD 103727 | New York, NY | Advisory firm LLC | $529.7M | 10 advisors | Percentage of AUM; Commissions | View | |
| TC LATIN AMERICA PARTNERS LLC CRD 307441 | San Juan, PR | Advisory firm LLC | $529.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| YARGER WEALTH STRATEGIES, LLC CRD 310207 | Westerville, OH | Advisory firm LLC | $529.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MINDFUL ASSET PLANNING CRD 113965 | Apple Valley, MN | Advisory firm LLC | $529.5M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| COUNCIL OAK WEALTH ADVISORS CRD 297180 | Tulsa, OK | Advisory firm LLC | $529.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGATE PRIVATE WEALTH, LLC CRD 170774 | Draper, UT | Advisory firm LLC | $529.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARAVELA ENERGY PARTNERS LP CRD 323131 | Darien, CT | Advisory firm LP | $529.1M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WILLOW CREEK FINANCIAL CRD 285670 | San Diego, CA | Advisory firm LLC | $528.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.A. MASON, LLC CRD 151440 | Holland, MI | Advisory firm LLC | $528.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCR WEALTH STRATEGIES CRD 119670 | Vestavia, AL | Advisory firm LLC | $528.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |