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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 | |||||
|---|---|---|---|---|---|---|---|
| WASATCH HEALTH PARTNERS CRD 335443 | Salt Lake City, UT | Advisory firm LLC | $495.2M | 7 advisors | Percentage of AUM; ORIGINATION FEE | View | |
| GREAT RANGE CAPITAL, LLC CRD 164294 | Mission Woods, KS | Advisory firm LLC | $495.0M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| PORTFOLIO ADVISORY COUNCIL,L.L.C. CRD 107465 | Houston, TX | Advisory firm LLC | $494.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFANGER INVESTMENT TECHNOLOGY, LLC CRD 112328 | Mountain View, CA | Advisory firm LLC | $494.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JDH WEALTH MANAGEMENT, LLC CRD 112474 | Santa Rosa, CA | Advisory firm LLC | $494.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC CRD 152154 | Lake Oswego, OR | Advisory firm LLC | $494.6M | 6 advisors | Percentage of AUM | View | |
| TRUE WEALTH DESIGN, LLC CRD 143194 | Akron, OH | Advisory firm LLC | $494.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONAVENTURE CAPITAL, LLC CRD 120780 | Birmingham, AL | Advisory firm LLC | $493.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLRED HARRIS WEALTH MANAGEMENT. CRD 297533 | Dallas, TX | Advisory firm LLC | $493.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SELLARONDA GLOBAL MANAGEMENT LP CRD 325400 | New York, NY | Advisory firm LP | $493.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MANTEIO CAPITAL LLC CRD 311029 | Jersey City, NJ | Advisory firm LLC | $492.7M | 24 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRAHAM PARTNERS CRD 158939 | Asheville, NC | Advisory firm LLC | $492.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BASIN OIL AND GAS MANAGEMENT, LP CRD 289099 | Fort Worth, TX | Advisory firm LP | $492.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CARR'S HILL PARTNERS CRD 305205 | New Orleans, LA | Advisory firm LP | $492.7M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FUSION CAPITAL, LLC CRD 154726 | Mt. Pleasant, SC | Advisory firm LLC | $492.3M | 4 advisors | Percentage of AUM | View | |
| HUNGERFORD FINANCIAL LLC CRD 249789 | Grand Rapids, MI | Advisory firm LLC | $492.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| RPD FUND MANAGEMENT LLC CRD 316867 | — | Advisory firm LLC | $492.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ATWATER CAPITAL, LLC CRD 299075 | Los Angeles, CA | Advisory firm LLC | $491.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INFLECTION FINANCIAL CRD 309631 | TX | Advisory firm LLC | $491.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACES FERRY WEALTH ADVISORS, LLC CRD 300057 | Atlanta, GA | Advisory firm LLC | $491.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PERMIT CAPITAL, LLC CRD 138436 | West Conshohocken, PA | Advisory firm LLC | $491.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VICTOR CAPITAL PARTNERS CRD 313929 | New York, NY | Advisory firm LP | $491.0M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAMALIN WEALTH CRD 142214 | Chappaqua, NY | Advisory firm LLC | $490.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYPRESS FINANCIAL PLANNING CRD 151014 | Haddon Heights, NJ | Advisory firm LLC | $490.4M | 6 advisors | Percentage of AUM; Fixed fees | View |