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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 | |||||
|---|---|---|---|---|---|---|---|
| ZUNA, LLC CRD 306113 | Portland, OR | Advisory firm LLC | $411.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARDIAN WEALTH MANAGEMENT, LLC CRD 118668 | Chattanooga, TN | Advisory firm LLC | $411.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPER FINANCIAL CRD 168203 | Lenexa, KS | Advisory firm LLC | $410.7M | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESO MANAGEMENT SERVICES LLC CRD 165564 | San Mateo, CA | Advisory firm LLC | $410.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LAVELLE CAPITAL CRD 316754 | San Francisco, CA | Advisory firm LP | $410.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CYPRESS CREEK PARTNERS CRD 129346 | Austin, TX | Advisory firm LP | $409.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BOYD WEALTH MANAGEMENT, LLC CRD 293990 | Sacramento, CA | Advisory firm LLC | $409.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PROFESSIONAL FINANCIAL SOLUTIONS, LLC CRD 114957 | Fairfax, VA | Advisory firm LLC | $409.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILTON HEAD CAPITAL PARTNERS, LLC CRD 299375 | Hilton Head Island, SC | Advisory firm LLC | $409.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELOTON EQUITY LLC CRD 301543 | Greenwich, CT | Advisory firm LLC | $409.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKS WEALTH MANAGEMENT CRD 310534 | Ellicott City, MD | Advisory firm LLC | $409.2M | 3 advisors | Percentage of AUM | View | |
| CODE WAECHTER LLC CRD 289372 | Tampa, FL | Advisory firm LLC | $409.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GREENRIDGE GROWTH PARTNERS CRD 171612 | Austin, TX | Advisory firm LLC | $408.8M | 13 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WASSERSTEIN MANAGEMENT, LP CRD 286158 | New York, NY | Advisory firm LP | $408.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPSTONE CAPITAL WEALTH ADVISORS CRD 123764 | Henderson, NV | Advisory firm LLC | $408.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NEW LEAF VENTURE PARTNERS CRD 163897 | New York, NY | Advisory firm LLC | $408.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE FINANCIAL LLC CRD 285149 | Gainesville, VA | Advisory firm LLC | $408.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUAD CITY INVESTMENT CENTER CRD 112187 | Moline, IL | Advisory firm LLC | $408.0M | 6 advisors | Percentage of AUM | View | |
| NAVIGOE, LLC CRD 168716 | Redondo Beach, CA | Advisory firm LLC | $407.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHCARE CAPITAL PARTNERS, LLC CRD 330300 | West Chester, PA | Advisory firm LLC | $407.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE GROWTH PARTNERS, LLC CRD 168682 | New York, NY | Advisory firm LLC | $407.0M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | Pittsburgh, PA | Advisory firm LLC | $406.8M | 19 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED WEALTH MANAGEMENT, LLC CRD 133986 | AL | Advisory firm LLC | $406.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUMWATER WEALTH MANAGEMENT, LLC CRD 300443 | Boise, ID | Advisory firm LLC | $406.6M | 2 advisors | Percentage of AUM; Fixed fees | View |