Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LEGACY INVESTMENT PARTNERS, LLC CRD 133014 | Overland Park, KS | Advisory firm LLC | $403.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARNEGIE LAKE ADVISORS LLC CRD 330024 | Princeton, NJ | Advisory firm LLC | $403.0M | 7 advisors | Percentage of AUM | View | |
| PALO DURO INVESTMENT PARTNERS, LP CRD 324320 | Chicago, IL | Advisory firm LP | $402.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL TRUST ADVISORS CRD 134174 | San Rafael, CA | Advisory firm LLC | $402.6M | 3 advisors | Percentage of AUM | View | |
| ERBEN ASSOCIATES, LLC CRD 148703 | Austin, TX | Advisory firm LLC | $402.5M | 10 advisors | Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more | View | |
| HENRY JAMES INTERNATIONAL MANAGEMENT, INC. CRD 169293 | New York, NY | Advisory firm Other (specify) | $402.4M | 3 advisors | Percentage of AUM | View | |
| PROATHLETE WEALTH MANAGEMENT LLC CRD 317372 | Boca Raton, FL | Advisory firm LLC | $402.2M | 3 advisors | Percentage of AUM | View | |
| ANDERSON FINANCIAL STRATEGIES, LLC CRD 290343 | Dayton, OH | Advisory firm LLC | $402.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATION PARTNERS MANAGEMENT, LLC CRD 160589 | CA | Advisory firm LLC | $401.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRACTICECFO INVESTMENTS CRD 167771 | San Diego, CA | Advisory firm LLC | $401.6M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| LEEWARD FINANCIAL PARTNERS, LLC CRD 288779 | AZ | Advisory firm LLC | $401.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H. L. ORMOND & COMPANY, LLC CRD 313593 | Greenville, NC | Advisory firm LLC | $401.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TAR RIVER WEALTH PLANNING, LLC CRD 328530 | Louisburg, NC | Advisory firm LLC | $401.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ESSENTIAL PARTNERS LLC CRD 315959 | Rancho Santa Fe,, CA | Advisory firm LLC | $401.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROG IX, LLC CRD 304142 | Houston, TX | Advisory firm LLC | $401.0M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGHT STRATEGIC WEALTH LLC CRD 147290 | Knoxville, TN | Advisory firm LLC | $401.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| THE CAPITAL CHART ROOM, LTD CRD 117980 | Fort Worth, TX | Advisory firm LP | $400.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CORNERSTONE FINANCIAL PLANNING, LLC CRD 129656 | Portsmouth, NH | Advisory firm LLC | $400.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUNDCORE CAPITAL PARTNERS, LP CRD 331288 | New York, NY | Advisory firm LP | $400.4M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TICINO WEALTH CRD 335808 | Mission Viejo, CA | Advisory firm LLC | $400.2M | 2 advisors | Percentage of AUM | View | |
| KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC CRD 139806 | Daytona Beach, FL | Advisory firm LLC | $400.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SJBENEN ADVISORY, LLC CRD 283153 | CA | Advisory firm LLC | $399.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SECURE FINANCIAL MANAGEMENT CRD 169278 | San Antonio, TX | Advisory firm LLC | $399.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KESTREL PARTNERS LLP ONLY I.E. NOT DIFFERENT CRD 226573 | London | Advisory firm LLP | $399.7M | 6 advisors | Percentage of AUM; Performance-based fees | View |