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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 | |||||
|---|---|---|---|---|---|---|---|
| COOK PINE CAPITAL LLC CRD 134911 | Greenwich, CT | Advisory firm LLC | $490.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 10 EAST PARTNERS LLC CRD 322360 | New York, NY | Advisory firm LLC | $490.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TIM LOONEY INVESTMENTS, LLC CRD 164413 | Longwood, FL | Advisory firm LLC | $490.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC CRD 288671 | New York, NY | Advisory firm LLC | $490.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IRON FINANCIAL LLC CRD 106682 | Northbrook, IL | Advisory firm LLC | $489.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| POSTROCK PARTNERS LLC CRD 328865 | Overland Park, KS | Advisory firm LLC | $489.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WOOD TARVER FINANCIAL CRD 298793 | Boise, ID | Advisory firm LLC | $489.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINCOVE CRD 295192 | Boston, MA | Advisory firm LLC | $488.8M | 8 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ACORN CREEK CAPITAL LLC CRD 325809 | Fort Collins, CO | Advisory firm LLC | $488.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GORDIAN WEALTH ADVISORS, LLC CRD 281775 | Mill Valley, CA | Advisory firm LLC | $488.7M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REGISTER FINANCIAL ADVISORS, LLC CRD 143884 | Atlanta, GA | Advisory firm LLC | $488.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGEFRONT CAPITAL, LLC CRD 291949 | Austin, TX | Advisory firm LLC | $488.5M | 5 advisors | Performance-based fees; REIMBURSEMENT OF INVESTMENT-RELATED EXPENSES | View | |
| OBJECTIVITY SQUARED WEALTH MANAGEMENT CRD 311052 | Charleston, SC | Advisory firm LLC | $487.8M | 4 advisors | Percentage of AUM | View | |
| HRC WEALTH MANAGEMENT, LLC CRD 117212 | Moscow, ID | Advisory firm LLC | $487.4M | 8 advisors | Percentage of AUM | View | |
| 44 WEALTH MANAGEMENT LLC CRD 309647 | Eugene, OR | Advisory firm LLC | $487.4M | 4 advisors | Percentage of AUM; Commissions | View | |
| ARGENT WEALTH, LLC CRD 311685 | Ridgeland, MS | Advisory firm LLC | $487.3M | 6 advisors | Percentage of AUM | View | |
| ABR CAPITAL PARTNERS, LLC CRD 152121 | Baltimore, MD | Advisory firm LLC | $487.2M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THREE MAGNOLIAS FINANCIAL ADVISORS CRD 114471 | Winston Salem, NC | Advisory firm LLC | $487.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELL & BROWN WEALTH ADVISORS, LLC CRD 175419 | Newport Beach, CA | Advisory firm LLC | $486.8M | 2 advisors | Percentage of AUM | View | |
| INTERLOCK EQUITY LP CRD 315618 | Los Angeles, CA | Advisory firm LP | $486.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BALLINA CAPITAL, LLC CRD 289598 | CA | Advisory firm LLC | $486.3M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE WEALTH PLANNING CRD 166886 | Charlotte, NC | Advisory firm LLC | $485.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PINES WEALTH MANAGEMENT, LLC CRD 326353 | Southern Pines, NC | Advisory firm LLC | $485.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| I-QU & CO. CRD 301006 | Chicago, IL | Advisory firm LP | $485.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |