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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 | |||||
|---|---|---|---|---|---|---|---|
| WATEREQUITY LLC CRD 281955 | Kansas City, MO | Advisory firm LLC | $450.2M | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PERRY CAPITAL PARTNERS LLC CRD 312808 | FL | Advisory firm LLC | $450.0M | 1 employees | Subscription fees; Fixed fees | View | |
| MITCHELL & PAHL PRIVATE WEALTH CRD 307625 | Oklahoma City, OK | Advisory firm LLC | $449.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL SQUARE, LLC CRD 286098 | Athens, TN | Advisory firm LLC | $449.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAZARD & SIEGEL ADVISORY SERVICES LLC CRD 151462 | Dewitt, NY | Advisory firm LLC | $449.8M | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MUSTARD SEED WEALTH MANAGEMENT CRD 117737 | Magnolia, AR | Advisory firm LLC | $449.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUAKER WEALTH MANAGEMENT LLC CRD 284546 | Moorestown, NJ | Advisory firm LLC | $449.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SILVERLEAFE CAPITAL PARTNERS, LLC CRD 133174 | Germantown, TN | Advisory firm LLC | $449.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVANT MANAGEMENT LLC CRD 330991 | Denver, CO | Advisory firm LLC | $449.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN LINE RETIREMENT ADVISORS, LLC CRD 284780 | Whitefish, MT | Advisory firm LLC | $448.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DARBY INTERNATIONAL CAPITAL CRD 310826 | — | Advisory firm LLC | $448.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| OSPREY PRIVATE WEALTH LLC CRD 331295 | New York, NY | Advisory firm LLC | $448.4M | 2 advisors | Percentage of AUM | View | |
| ADVOCATES WEALTH PLANNING CRD 138612 | Houston, TX | Advisory firm LLP | $448.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CADENCE WEALTH MANAGEMENT LLC CRD 155080 | Westborough, MA | Advisory firm LLC | $448.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HARDIN CAPITAL PARTNERS, LLC CRD 153023 | Greenville, SC | Advisory firm LLC | $447.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARMSTRONG DIXON CRD 168345 | Baltimore, MD | Advisory firm LLC | $447.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| FLAGSHIP PRIVATE WEALTH CRD 175277 | Woburn, MA | Advisory firm LLC | $447.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LESLIE GLOBAL WEALTH, LLC CRD 128202 | Itasca, IL | Advisory firm LLC | $446.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINSTREET RIA LLC CRD 309150 | O'Fallon, MO | Advisory firm LLC | $446.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK LANE ADVISORS CRD 140612 | Centerville, UT | Advisory firm LLC | $446.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| PEAK WEALTH MANAGEMENT, LLC CRD 166944 | Plymouth, MI | Advisory firm LLC | $446.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROBERTS WEALTH ADVISORS, LLC CRD 308827 | Menlo Park, CA | Advisory firm LLC | $446.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHAM ROYALTIES MANAGEMENT, LLC CRD 333329 | Austin, TX | Advisory firm LLC | $445.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCADIA WEALTH MANAGEMENT, LLC CRD 284925 | Manchester, NH | Advisory firm LLC | $445.5M | 11 advisors | Percentage of AUM | View |