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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 | |||||
|---|---|---|---|---|---|---|---|
| CEDAR COVE WEALTH PARTNERS CRD 336245 | Bloomington, MN | Advisory firm LLC | $455.0M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IVC WEALTH ADVISORS LLC CRD 301127 | Silverdale, PA | Advisory firm LLC | $455.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WHITESTAR ADVISORS, LLC CRD 124627 | Boca Raton, FL | Advisory firm LLC | $454.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEW WATER CAPITAL, L.P. CRD 226608 | Boca Raton, FL | Advisory firm LP | $454.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC CRD 298315 | Montvale, NJ | Advisory firm LLC | $454.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PROVENANCE MANAGEMENT CO., LP CRD 307347 | Beverly Hills, CA | Advisory firm LP | $454.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AXIENT INVESTMENT ADVISORS LLC CRD 336722 | Huntsville, AL | Advisory firm LLC | $454.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAUREL WEALTH PLANNING CRD 122035 | Edina, MN | Advisory firm LLC | $453.6M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| RICHMOND INVESTMENT SERVICES LLC CRD 327451 | Mequon, WI | Advisory firm LLC | $453.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSS ISLAND ADVISORS LLC CRD 292058 | Darien, CT | Advisory firm LLC | $453.0M | 1 advisors | SALARY | View | |
| MCCLARREN FINANCIAL ADVISORS CRD 122147 | State College, PA | Advisory firm Other (specify) | $453.0M | 8 advisors | Hourly charges; Fixed fees | View | |
| ENDICOTT CAPITAL CRD 308447 | New York, NY | Advisory firm LLC | $452.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| OLD NORTH STATE WEALTH MANAGEMENT, LLC CRD 148659 | Wilmington, NC | Advisory firm LLC | $452.6M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SARVER VROOMAN WEALTH ADVISORS LLC CRD 332699 | Kansas City, MO | Advisory firm LLC | $452.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RBA WEALTH MANAGEMENT, LLC CRD 291029 | Newport Beach, CA | Advisory firm LLC | $452.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKHAWK CAPITAL PARTNERS, LLC CRD 158020 | Thiensville, WI | Advisory firm LLC | $452.0M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VIRTERA PARTNERS LLC CRD 308187 | Pepper Pike, OH | Advisory firm LLC | $451.8M | 4 advisors | Percentage of AUM | View | |
| HORIZON WEALTH ADVISORS CRD 114102 | Houston, TX | Advisory firm LLC | $451.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE WEALTH ADVISORS CRD 141971 | Fresno, CA | Advisory firm LLC | $451.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHSPAN PARTNERS, LLC CRD 297712 | Davenport, IA | Advisory firm LLC | $451.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUNIPER INVESTMENT COMPANY CRD 170814 | New York, NY | Advisory firm LLC | $451.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ENZI WEALTH CRD 315457 | Austin, TX | Advisory firm LLC | $450.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONECOURT CAPITAL LP CRD 286234 | New York, NY | Advisory firm LP | $450.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NOLAN MANAGEMENT LLC CRD 312637 | Hermosa Beach, CA | Advisory firm LLC | $450.4M | 5 advisors | Percentage of AUM; Performance-based fees | View |