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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 | |||||
|---|---|---|---|---|---|---|---|
| THE O.H.I.O. FUND CRD 330178 | Cleveland, OH | Advisory firm LLC | $474.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NOCTUA INTERNATIONAL WMG, LLC CRD 151170 | Miami, FL | Advisory firm LLC | $474.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUEBLOOD WEALTH MANAGEMENT, LLC CRD 321659 | Lima, OH | Advisory firm LLC | $474.1M | 2 advisors | Percentage of AUM | View | |
| PROEM ADVISORS LLC CRD 300404 | Dallas, TX | Advisory firm LLC | $474.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SPIELBERGER & BROOKS, INC. CRD 147197 | Woodbury, NY | Advisory firm Other (specify) | $473.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WELLINGTON GRP LLC CRD 332803 | Indianapolis, IN | Advisory firm LLC | $473.6M | 9 advisors | Percentage of AUM; ONBOARDING FEES | View | |
| JUNCTURE WEALTH STRATEGIES, LLC CRD 298110 | Scottsdale, AZ | Advisory firm LLC | $473.6M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SYCALE ADVISORS CRD 168204 | New York, NY | Advisory firm LLC | $473.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COIGN CAPITAL ADVISORS LLC CRD 171306 | Draper, UT | Advisory firm LLC | $472.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | Portland, OR | Advisory firm LLC | $472.8M | 3 advisors | Percentage of AUM | View | |
| RETURN ON LIFE WEALTH PARTNERS CRD 112879 | Cleveland, OH | Advisory firm LLC | $472.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ZIMMERMAN WEALTH MANAGEMENT, LLC CRD 127526 | Evanston, IL | Advisory firm LLC | $472.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHEDGE INVESTMENT ADVISORS, LLC CRD 126337 | New York, NY | Advisory firm LLC | $472.1M | 6 advisors | Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES | View | |
| WEALTH EFFECTS CRD 315244 | Boston, MA | Advisory firm LLC | $472.0M | 9 advisors | Percentage of AUM | View | |
| MASON & ASSOCIATES, LLC CRD 307206 | Newport News, VA | Advisory firm LLC | $471.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAETORIAN PR LLC CRD 323280 | Rincon, PR | Advisory firm LLC | $471.3M | 2 advisors | Percentage of AUM | View | |
| KASSOUF WEALTH ADVISORS, LLC CRD 122683 | Birmingham, AL | Advisory firm LLC | $471.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAND CREEK CAPITAL, LLC CRD 326719 | Rexburg, ID | Advisory firm LLC | $471.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| VANTERRA CAPITAL LLC CRD 167242 | New York, NY | Advisory firm LLC | $470.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN CLEMENS WEALTH MANAGEMENT, LLC CRD 297362 | Minneapolis, MN | Advisory firm LLC | $470.4M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEL WEALTH MANAGEMENT, LLC CRD 285682 | TX | Advisory firm LLC | $470.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HS MANAGEMENT PARTNERS, LLC CRD 145480 | New York, NY | Advisory firm LLC | $469.9M | 5 advisors | Percentage of AUM | View | |
| ROTHSCHILD CAPITAL PARTNERS CRD 161688 | New York, NY | Advisory firm LLC | $469.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCTOGONE NA CRD 322478 | Miami, FL | Advisory firm LLC | $469.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |