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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 | |||||
|---|---|---|---|---|---|---|---|
| SAIPH CAPITAL, LLC CRD 312119 | Wyckoff, NJ | Advisory firm LLC | $459.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MIZZEN MANAGEMENT LLC CRD 333592 | Stamford, CT | Advisory firm LLC | $459.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NIA IMPACT CAPITAL CRD 286587 | CA | Advisory firm LLC | $459.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARNER WEALTH CRD 334877 | Madison, CT | Advisory firm LLC | $458.5M | 7 advisors | Percentage of AUM | View | |
| ANCOR CAPITAL PARTNERS CRD 210524 | Southlake, TX | Advisory firm LP | $458.4M | 8 advisors | Performance-based fees; TRANSACTION FEES AND MANAGEMENT SERVICE FEES | View | |
| FIRST NEBRASKA FINANCIAL SERVICES CRD 298667 | North Platte, NE | Advisory firm LLC | $458.0M | 3 advisors | Percentage of AUM | View | |
| MRE MANAGEMENT, LLC CRD 338513 | Annapolis, MD | Advisory firm LLC | $458.0M | 6 advisors | Performance-based fees · MANAGEMENT SERVICES FEES +1 more | View | |
| PARAGON PRIVATE WEALTH MANAGEMENT LLC CRD 312817 | Lexington, KY | Advisory firm LLC | $457.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PURSUIT WEALTH STRATEGIES, LLC CRD 337709 | Raleigh, NC | Advisory firm LLC | $457.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCH RUN INVESTMENTS, LLC CRD 285285 | Exton, PA | Advisory firm LLC | $457.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CORTEN REAL ESTATE MANAGEMENT LLC CRD 321897 | Philadelphia, PA | Advisory firm LLC | $457.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PALLADIN CONSUMER RETAIL PARTNERS, LLC CRD 164689 | Boston, MA | Advisory firm LLC | $457.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC CRD 316072 | Denver, CO | Advisory firm LLC | $457.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORS OF TAMPA BAY CRD 162724 | Tampa, FL | Advisory firm LLC | $456.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGH WEALTH ADVISORS, LLC CRD 146796 | Wichita, KS | Advisory firm LLC | $456.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIVE OCEANS ADVISORS CRD 308377 | CA | Advisory firm LLC | $456.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TRUENORTH WEALTH & IMPACT, LLC CRD 321238 | Joplin, MO | Advisory firm LLC | $456.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORIDA FINANCIAL ADVISORS, LLC CRD 288811 | Tampa, FL | Advisory firm LLC | $456.1M | 667 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WORTH VENTURE PARTNERS, LLC CRD 168610 | Fort Lee, NJ | Advisory firm LLC | $456.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LGT FINANCIAL ADVISORS LLC CRD 111575 | Dallas, TX | Advisory firm LLC | $456.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. CRD 309272 | Chicago, IL | Advisory firm LP | $456.0M | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COVE PRIVATE WEALTH, LLC CRD 316866 | Oyster Bay, NY | Advisory firm LLC | $455.5M | 2 advisors | Percentage of AUM | View | |
| SICART ASSOCIATES, LLC CRD 285275 | New York, NY | Advisory firm LLC | $455.4M | 1 advisors | Percentage of AUM; FEES FOR TRUSTEE SERVICES | View | |
| LEGACY WEALTH MANAGEMENT, LLC CRD 304659 | Ridgeland, MS | Advisory firm LLC | $455.1M | 3 advisors | Percentage of AUM | View |