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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 | |||||
|---|---|---|---|---|---|---|---|
| NOVA FINANCIAL SERVICES CRD 150148 | Tucson, AZ | Advisory firm LLC | $469.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARSON MANAGEMENT COMPANY, LLC CRD 153261 | Dallas, TX | Advisory firm LLC | $469.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ADAPT WEALTH ADVISORS, LLC CRD 329448 | Atlanta, GA | Advisory firm LLC | $469.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENRY BRAGG & CO. CRD 311388 | Houston, TX | Advisory firm LLC | $468.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIVEMIND CAPITAL PARTNERS LLC CRD 319077 | New York, NY | Advisory firm LLC | $468.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MANGROVE EQUITY PARTNERS CRD 162429 | Tampa, FL | Advisory firm LP | $468.1M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THIRTYNORTH INVESTMENTS, LLC CRD 155355 | New Orleans, LA | Advisory firm LLC | $467.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FLAGSTONE FINANCIAL MANAGEMENT, LLC CRD 285484 | Lincoln, NE | Advisory firm LLC | $467.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PLANNING SOLUTIONS, LLC CRD 311575 | Louisville, KY | Advisory firm LLC | $467.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDS CAPITAL HORIZONS, LLC CRD 335568 | Arlington, VA | Advisory firm LLC | $466.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EDGEWATER CAPITAL PARTNERS CRD 162735 | Independence, OH | Advisory firm LLC | $466.8M | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| Z3 CAPITAL PARTNERS CRD 336791 | Richmond, VA | Advisory firm LLC | $466.8M | 3 advisors | Percentage of AUM | View | |
| CLEAR SKY ADVISERS, LLC CRD 311751 | Bellaire, TX | Advisory firm LLC | $466.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NW1 PARTNERS CRD 289852 | London, IL | Advisory firm LLC | $466.5M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MARK SHEPTOFF FINANCIAL PLANNING LLC CRD 108742 | Glastonbury, CT | Advisory firm LLC | $466.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHVALUES, LLC CRD 140004 | Redwood City, CA | Advisory firm LLC | $466.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE PRIVATE WEALTH, LLC CRD 316612 | North Reading, MA | Advisory firm LLC | $466.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSILIUM WEALTH ADVISORY, LLC CRD 164993 | CA | Advisory firm LLC | $466.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ADIT VENTURES MANAGEMENT, LLC CRD 283262 | New York, NY | Advisory firm LLC | $465.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BCAS CRD 105666 | Bedford, NH | Advisory firm LLC | $465.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELLOWSHIP FINANCIAL PLANNING CRD 330347 | Spokane, WA | Advisory firm LLC | $465.3M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| BROWNLEE WEALTH MANAGEMENT CRD 304855 | Houston, TX | Advisory firm LLC | $465.3M | 5 advisors | Hourly charges; Fixed fees | View | |
| SHARPVUE CAPITAL, LLC CRD 304746 | Raleigh, NC | Advisory firm LLC | $465.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| JOHN F SUBY WEALTH MANAGEMENT LLC CRD 150824 | Madison, WI | Advisory firm LLC | $464.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |