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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 | |||||
|---|---|---|---|---|---|---|---|
| MINDSET WEALTH MANAGEMENT, LLC CRD 330384 | Indianapolis, IN | Advisory firm LLC | $445.5M | 4 advisors | Percentage of AUM | View | |
| MAXIM FINANCIAL ADVISORS LLC CRD 139366 | New York, NY | Advisory firm LLC | $445.5M | 28 advisors | Percentage of AUM | View | |
| N1 ADVISORS CRD 147048 | Newark, DE | Advisory firm LLC | $445.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| 4X4 CAPITAL CRD 316647 | New York, NY | Advisory firm LLC | $445.4M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CWC ADVISORS, LLC CRD 127739 | Lake Oswego, OR | Advisory firm LLC | $445.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BEACONLIGHT CAPITAL, LLC CRD 158390 | New York, NY | Advisory firm LLC | $445.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SSB&T WEALTH MANAGEMENT, LLC CRD 328102 | Fredericksburg, TX | Advisory firm LLC | $445.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSON SMITH WEALTH ADVISORS, LLC CRD 123098 | South Portland, ME | Advisory firm LLC | $444.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| KENTER CANYON CAPITAL, LLC CRD 150624 | CA | Advisory firm LLC | $444.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HOLISTIC FINANCIAL PARTNERS, LLC CRD 170913 | Indianapolis, IN | Advisory firm LLC | $444.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FLOWER CITY CAPITAL LLC CRD 281503 | Pittsford, NY | Advisory firm LLC | $444.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WESTRIVER MANAGEMENT, LLC CRD 161921 | Seattle, WA | Advisory firm LLC | $444.4M | 9 advisors | Fixed fees; Performance-based fees | View | |
| CORNERSTONE PORTFOLIO RESEARCH CRD 315130 | AZ | Advisory firm LLC | $444.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CARLISLE TAX CREDIT ADVISORS CRD 151461 | MA | Advisory firm LLC | $444.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SAGE RESIDENTIAL MANAGEMENT LLC CRD 315039 | Morristown, NJ | Advisory firm LLC | $444.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMILTON CAPITAL PARTNERS, LLC CRD 314344 | Atlanta, GA | Advisory firm LLC | $444.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC CRD 171534 | SC | Advisory firm LLC | $443.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOCIAL LEVERAGE ADVISORS, LLC CRD 292690 | Scottsdale, AZ | Advisory firm LLC | $443.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PAVION BLUE CAPITAL, LLC CRD 301968 | Newport Beach, CA | Advisory firm LLC | $443.7M | 2 advisors | Percentage of AUM | View | |
| LUMBARD & KELLNER, LLC CRD 117196 | Hollis, NH | Advisory firm LLC | $443.6M | 3 advisors | Percentage of AUM | View | |
| STONE SUMMIT WEALTH LLC CRD 315438 | AZ | Advisory firm LLC | $443.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INVISTA ADVISORS CRD 282899 | Montgomery, AL | Advisory firm LLC | $443.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT ROAD WEALTH MANAGEMENT, LLC CRD 164408 | Anchorage, AK | Advisory firm LLC | $443.3M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL FREEDOM CRD 118772 | Cincinnati, OH | Advisory firm LLC | $443.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |