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 | |||||
|---|---|---|---|---|---|---|---|
| THREADGILL FINANCIAL, LLC CRD 174865 | The Woodlands, TX | Advisory firm LLC | $399.4M | 2 advisors | Percentage of AUM | View | |
| TRINITY WEALTH MANAGEMENT, LLC CRD 169216 | Berwyn, PA | Advisory firm LLC | $399.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATERFORD ADVISORS, LLC CRD 119442 | Orchard Park, NY | Advisory firm LLC | $399.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDWEST HERITAGE FINANCIAL ADVISORS CRD 306308 | West Des Moines, IA | Advisory firm Other (specify) | $398.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVITATE FUND ADVISOR LLC CRD 326939 | Newport Beach, CA | Advisory firm LLC | $398.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TACTICAL INFRASTRUCTURE PARTNERS CRD 318315 | New York, NY | Advisory firm LP | $398.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LUMINVEST WEALTH MANAGEMENT LLC CRD 326261 | Scottsdale, AZ | Advisory firm LLC | $398.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIADEMA PARTNERS LP CRD 331527 | Morristown, NJ | Advisory firm LP | $397.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| OARS CAPITAL CRD 153198 | Dillsburg, PA | Advisory firm LLC | $397.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LONGSHORE CAPITAL PARTNERS CRD 308030 | Chicago, IL | Advisory firm LLC | $397.6M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL COACH CRD 170478 | West Chester, PA | Advisory firm LLC | $397.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IAMS WEALTH MANAGEMENT, LLC CRD 286085 | Omaha, NE | Advisory firm LLC | $397.2M | 53 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SAGEBROADVIEW WEALTH MANAGEMENT, LLC CRD 126472 | Farmington, CT | Advisory firm LLC | $397.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA SOLUTIONS INVESTMENT ADVISORS CRD 156541 | South San Francisco, CA | Advisory firm LLC | $397.1M | 4 advisors | Percentage of AUM | View | |
| CENTENNIAL WEALTH ADVISORY, LLC CRD 138054 | Traverse City, MI | Advisory firm LLC | $397.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SETTANNI FINANCIAL LLC CRD 298989 | Armonk, NY | Advisory firm LLC | $397.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODWIN INVESTMENT ADVISORY CRD 131193 | Woodstock, GA | Advisory firm LLC | $397.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIRAMONTES CAPITAL, LLC CRD 264786 | Newport Beach, CA | Advisory firm LLC | $396.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISIONARY HORIZONS, LLC CRD 150483 | Knoxville, TN | Advisory firm LLC | $396.7M | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WAGNER LOFTIN INVESTMENT SERVICES LLC CRD 109770 | Pleasant Hill, CA | Advisory firm LLC | $396.4M | 7 advisors | Percentage of AUM | View | |
| MATTERHORN CAPITAL ADVISORS, LLC CRD 309960 | West Conshohocken, PA | Advisory firm LLC | $396.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTUNE WEALTH MANAGEMENT, LLC CRD 157832 | Dallas, TX | Advisory firm LLC | $396.3M | 3 advisors | Percentage of AUM | View | |
| WEST RIDGE ADVISORS CRD 282718 | Henderson, NV | Advisory firm LLC | $396.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LESJAK PLANNING, LLC CRD 110090 | Westlake, OH | Advisory firm LLC | $396.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |