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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 | |||||
|---|---|---|---|---|---|---|---|
| SIMPLYRICH CRD 119311 | CA | Advisory firm Sole prop | $438.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SHAWSPRING PARTNERS, LLC CRD 172766 | Boston, MA | Advisory firm LLC | $438.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SECOND ALPHA PARTNERS CRD 282418 | New York, NY | Advisory firm LLC | $438.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STOREN FINANCIAL CRD 339197 | Zionsville, IN | Advisory firm LLC | $438.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWVEST MANAGEMENT, LP CRD 316841 | — | Advisory firm LP | $438.2M | 8 advisors | Fixed fees; Performance-based fees | View | |
| CIC PARTNERS MANAGEMENT LLC CRD 158019 | Dallas, TX | Advisory firm LLC | $438.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NOTE ADVISORS, LLC CRD 171466 | Buffalo, NY | Advisory firm LLC | $437.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NDURE GLOBAL LLC CRD 327280 | NY | Advisory firm LLC | $436.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AUGUST WEALTH ADVISORS LLC CRD 339322 | Westport, CT | Advisory firm LLC | $436.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPRINT INVESTING LLC CRD 151422 | San Francisco, CA | Advisory firm LLC | $436.3M | 2 advisors | Percentage of AUM | View | |
| RAVENSWOOD PARTNERS LP CRD 327106 | Mclean, VA | Advisory firm LP | $436.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAPEL HILL INVESTMENT ANALYSTS INC CRD 109511 | Greensburg, PA | Advisory firm Other (specify) | $436.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PRECISION FINANCIAL SERVICES CRD 147872 | Mine Hill, NJ | Advisory firm LLC | $435.6M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORSTRUST PARTNERS LLC CRD 304967 | Raleigh, NC | Advisory firm LLC | $435.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FEFA FINANCIAL CRD 324833 | Saint Louis, MO | Advisory firm LLC | $435.3M | 23 advisors | Percentage of AUM | View | |
| CARMEL CAPITAL PARTNERS, LLC CRD 123907 | San Diego, CA | Advisory firm LLC | $434.3M | 5 advisors | Percentage of AUM | View | |
| SESTANTE FAMILY OFFICE CRD 335152 | Coronado, CA | Advisory firm LLC | $433.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLAN A WEALTH, LLC CRD 287860 | Lincoln, NE | Advisory firm LLC | $433.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRE AGILE CRD 309238 | Hermantown, MN | Advisory firm LLC | $433.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSWOOD FINANCIAL CRD 143417 | Kirkland, WA | Advisory firm LLC | $433.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHACENTRIC ADVISORS LLC CRD 170679 | San Juan, PR | Advisory firm LLC | $433.1M | 7 advisors | Percentage of AUM | View | |
| BGV VC MANAGEMENT LLC CRD 298473 | Menlo Park, CA | Advisory firm LLC | $433.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| REGENTS PARK FUNDS, LLC CRD 284684 | Irvine, CA | Advisory firm LLC | $433.0M | 4 advisors | Percentage of AUM | View | |
| LIGHTSPEED FACTION CRD 318821 | Palo Alto, CA | Advisory firm LLC | $432.6M | 6 advisors | Percentage of AUM; Performance-based fees | View |