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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 | |||||
|---|---|---|---|---|---|---|---|
| THURSTON ADVISORS CRD 318422 | Vero Beach, FL | Advisory firm LLC | $480.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COURAGE MILLER PARTNERS, LLC CRD 147360 | Norfolk, VA | Advisory firm LLC | $480.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LION POINT CAPITAL, LP CRD 174322 | New York, NY | Advisory firm LP | $480.6M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONTRARY LLC CRD 311054 | CA | Advisory firm LLC | $480.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRELLIS WEALTH ADVISORS, LLC CRD 154861 | San Luis Obispo, CA | Advisory firm LLC | $479.8M | 4 advisors | Percentage of AUM | View | |
| MATCH GRADE ADVISORS CRD 299181 | Greenville, SC | Advisory firm LLC | $479.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KEENER FINANCIAL PLANNING CRD 147615 | Keller, TX | Advisory firm LLC | $479.0M | 10 advisors | Hourly charges; Fixed fees | View | |
| MEREDITH WEALTH PLANNING CRD 300019 | Maryville, IL | Advisory firm LLC | $478.7M | 2 advisors | Fixed fees | View | |
| JOULE FINANCIAL, LLC CRD 320791 | Lexington, KY | Advisory firm LLC | $478.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC CRD 329887 | New York, NY | Advisory firm LLC | $478.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| IDB LIDO WEALTH, LLC CRD 322488 | New York, NY | Advisory firm LLC | $478.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREAT OAK CAPITAL PARTNERS, LLC CRD 281045 | South Easton, MA | Advisory firm LLC | $477.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROAD SKY PARTNERS LLC CRD 317966 | New York, NY | Advisory firm LLC | $476.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SFW CAPITAL PARTNERS LP CRD 160561 | Rye, NY | Advisory firm LP | $476.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MBM WEALTH CONSULTANTS, LLC CRD 169091 | Chesterfield, MO | Advisory firm LLC | $476.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDRA CAPITAL LLC CRD 314080 | San Francisco, CA | Advisory firm LLC | $476.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBORSTONE FINANCIAL, LLC CRD 338225 | Andover, MA | Advisory firm LLC | $476.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE INVICTUS COLLECTIVE, LLC CRD 310744 | Park Ridge, IL | Advisory firm LLC | $476.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WIMMER ASSOCIATES LLC CRD 125243 | Pasadena, CA | Advisory firm LLC | $475.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G&S CAPITAL LLC CRD 171033 | Denver, CO | Advisory firm LLC | $475.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEASCENT WEALTH MANAGEMENT CRD 308057 | Birmingham, AL | Advisory firm LLC | $475.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOURCE CAPITAL, LLC CRD 325758 | Atlanta, GA | Advisory firm LLC | $475.4M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| XENDIA WEALTH LLC CRD 157973 | Miami, FL | Advisory firm LLC | $475.3M | 5 advisors | Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE | View | |
| HAMMOND ILES WEALTH ADVISORS CRD 136372 | Wethersfield, CT | Advisory firm LLC | $474.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |