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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 | |||||
|---|---|---|---|---|---|---|---|
| DERBY COPELAND CAPITAL CRD 321102 | New York, NY | Advisory firm LLC | $395.8M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GALAPAGOS ADVISORY LLC CRD 322042 | Miami, FL | Advisory firm LLC | $395.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| MOR WEALTH MANAGEMENT, LLC CRD 333022 | Philadelphia, PA | Advisory firm LLC | $395.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO WEALTH ADVISORS CRD 145687 | Albuquerque, NM | Advisory firm LLC | $395.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TAIYO PACIFIC PARTNERS L.P. CRD 160930 | Kirkland, WA | Advisory firm LP | $395.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KIKER WEALTH MANAGEMENT, LLC CRD 154405 | Jasper, GA | Advisory firm LLC | $395.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUARRY HILL ADVISORS CRD 288334 | Saint Paul, MN | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REFRAME WEALTH, LLC CRD 313386 | Fairfax, VA | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLARION WEALTH MANAGEMENT PARTNERS CRD 334243 | Fairfax, VA | Advisory firm LLC | $394.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC CRD 310633 | Ashburn, VA | Advisory firm LLC | $394.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILYWEALTH CRD 289193 | Lake Mary, FL | Advisory firm LLC | $394.6M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| HUNTER LEWIS LLC CRD 304985 | Crozet, VA | Advisory firm LLC | $394.6M | 6 advisors | Fixed fees | View | |
| ATTINGER, LLC CRD 311772 | Philadelphia, PA | Advisory firm LLC | $394.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AEGON REAL ASSETS US CRD 286438 | Cedar Rapids, IA | Advisory firm LLC | $394.5M | 41 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VAWTER FINANCIAL LTD CRD 108830 | Columbus, OH | Advisory firm LLC | $394.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY INVESTMENT ADVISORS CRD 154131 | AZ | Advisory firm LLC | $394.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MN WEALTH ADVISORS, LLC CRD 322617 | Overland Park, KS | Advisory firm LLC | $394.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNUFF & COMPANY LLC CRD 298203 | Foster City, CA | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AJ ADVISORS CRD 321606 | Nashville, TN | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SL ADVISORS, LLC CRD 151495 | NJ | Advisory firm LLC | $393.3M | 3 advisors | Percentage of AUM | View | |
| CORE WEALTH PARTNERS LLC CRD 322365 | Santa Rosa, CA | Advisory firm LLC | $393.2M | 5 advisors | Percentage of AUM | View | |
| PRIVATE FAMILY WEALTH ADVISORS CRD 325119 | Atlanta, GA | Advisory firm LLC | $393.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAUSEY WEALTH LLC CRD 331134 | Greenwood Village, CO | Advisory firm LLC | $393.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLATL ADVISERS CRD 284036 | Madison, WI | Advisory firm LLC | $392.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |