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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 | |||||
|---|---|---|---|---|---|---|---|
| KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC CRD 146655 | Albany, GA | Advisory firm LLC | $406.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY CAPITAL ADVISORS, LLC CRD 282405 | Lakewood Ranch, FL | Advisory firm LLC | $406.3M | 2 advisors | Fixed fees | View | |
| BALLAST ROCK PRIVATE WEALTH CRD 322064 | Charleston, SC | Advisory firm LLC | $405.7M | 8 advisors | Percentage of AUM; Commissions | View | |
| EVERGREEN WEALTH PARTNERS LLC CRD 335451 | Kalispell, MT | Advisory firm LLC | $405.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALTUS WEALTH MANAGEMENT, LLC CRD 153650 | Ft.. Mitchell, KY | Advisory firm LLC | $405.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| COVARA CAPITAL, LLC CRD 337515 | New York, NY | Advisory firm LLC | $405.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRITON WEALTH MANAGEMENT, PLLC CRD 291070 | Sun City, AZ | Advisory firm LLC | $405.1M | 9 advisors | Percentage of AUM | View | |
| LOTUS CRD 335468 | Orlando, FL | Advisory firm LP | $405.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| QP WEALTH MANAGEMENT, LLC CRD 301071 | Boca Raton, FL | Advisory firm LLC | $405.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SB ADVISORY, LLC CRD 154680 | Atlanta, GA | Advisory firm LLC | $404.8M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ANGLE MANAGEMENT, LLC CRD 330169 | Dover, DE | Advisory firm LLC | $404.7M | 4 advisors | Percentage of AUM | View | |
| KANEN WEALTH MANAGEMENT LLC CRD 282746 | Coconut Creek, FL | Advisory firm LLC | $404.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EXCEL FINANCIAL, LLC CRD 145301 | Red Wing, MN | Advisory firm LLC | $404.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MB GEN WEALTH CRD 327967 | Spokane, WA | Advisory firm LLC | $404.4M | 3 advisors | Percentage of AUM | View | |
| FEE-ONLY FINANCIAL PLANNING, L.C. CRD 108365 | GA | Advisory firm LLC | $404.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAMCOA CRD 133978 | Mooresville, NC | Advisory firm LLC | $404.3M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HFM INVESTMENT ADVISORS, LLC CRD 289103 | Glassboro, NJ | Advisory firm LLC | $404.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLOUD INVESTMENTS, LLC CRD 281915 | Huntsville, AL | Advisory firm LLC | $404.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| CHARTER OAK ADVISORS LP CRD 328387 | New York, NY | Advisory firm LP | $403.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| A.G. CAMPBELL ADVISORY, LLC CRD 162150 | Baltimore, MD | Advisory firm LLC | $403.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MAD RIVER INVESTORS CRD 130585 | Boston, MA | Advisory firm LLC | $403.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIDDEN COVE WEALTH MANAGEMENT CRD 318677 | Bainbridge Island, WA | Advisory firm LLC | $403.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SFM, LLC CRD 116564 | Manchester, NH | Advisory firm Other (specify) | $403.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TFR CAPITAL CRD 333108 | Plano, TX | Advisory firm LLC | $403.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |