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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 | |||||
|---|---|---|---|---|---|---|---|
| WELCH CAPITAL PARTNERS LLC CRD 106721 | Harrison, NY | Advisory firm LLC | $506.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST ADVISORS NATIONAL, LLC CRD 166212 | Atlanta, GA | Advisory firm LLC | $505.9M | 64 advisors | Percentage of AUM; SOLICITOR/ENDORSEMENT FEES | View | |
| MKD WEALTH CRD 144994 | Troy, MI | Advisory firm LLC | $505.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL CREDIT ADVISERS, LLC CRD 147843 | New York, NY | Advisory firm LLC | $505.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HFG WEALTH MANAGEMENT, LLC CRD 148406 | The Woodlands, TX | Advisory firm LLC | $505.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SELBY LANE CAPITAL, LLC CRD 325345 | Charlottesville, VA | Advisory firm LLC | $505.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARL P. SHERR & CO., LLC CRD 3394 | Worcester, MA | Advisory firm LLC | $505.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PUNCH CARD MANAGEMENT CRD 162939 | Winter Park, FL | Advisory firm LP | $505.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BELLARS HARRIS WEALTH MANAGEMENT CRD 338986 | Virginia Beach, VA | Advisory firm LLC | $505.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACIES WEALTH LLC CRD 143138 | Minnetonka, MN | Advisory firm LLC | $505.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPITALA PRIVATE ADVISORS, LLC CRD 283527 | Charlotte, NC | Advisory firm LLC | $505.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGE TRADING COLLECTIVE CRD 337481 | MA | Advisory firm LLC | $505.0M | 1 advisors | Hourly charges | View | |
| ACCRETIVE WEALTH PARTNERS, LLC CRD 299544 | Parsippany, NJ | Advisory firm LLC | $504.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK CORAL FINANCIAL ADVISORS, LLC CRD 154623 | Mount Olive, NJ | Advisory firm LLC | $504.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DENTIST ADVISORS CRD 149559 | Salt Lake City, UT | Advisory firm LLC | $504.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUCERE WEALTH MANAGEMENT CRD 337471 | Newport Beach, CA | Advisory firm LLC | $503.8M | 6 advisors | Percentage of AUM | View | |
| 11 CAPITAL PARTNERS LP CRD 306165 | Darien, CT | Advisory firm LP | $503.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SMH CAPITAL ADVISORS LLC CRD 108344 | Fort Worth, TX | Advisory firm LLC | $503.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESERVATION EQUITY FUND ADVISORS, LLC CRD 300968 | Irvine, CA | Advisory firm LLC | $502.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SHARP FINANCIAL CRD 289325 | Horsham, PA | Advisory firm LLC | $502.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTITATIVE PROCESS, LLC CRD 165699 | Charlotte, NC | Advisory firm LLC | $502.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUMBLE GROWTH CRD 322006 | New York, NY | Advisory firm LLC | $501.6M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BITWISE INVESTMENT MANAGER, LLC CRD 317943 | San Francisco, CA | Advisory firm LLC | $500.8M | 8 advisors | Percentage of AUM | View | |
| SAOTHAIR CAPITAL PARTNERS CRD 328192 | Wayne, PA | Advisory firm LLC | $500.7M | 6 advisors | Percentage of AUM; Performance-based fees | View |