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 | |||||
|---|---|---|---|---|---|---|---|
| LOWERY THOMAS, LLC CRD 110058 | CA | Advisory firm LLC | $385.8M | 3 advisors | Percentage of AUM | View | |
| BRIGHTLIGHT CAPITAL CRD 171109 | Westport, CT | Advisory firm LP | $385.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PROMUS ADVISORS CRD 157484 | Dallas, TX | Advisory firm LLC | $384.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL TRUST CRD 143120 | Palm Beach Gardens, FL | Advisory firm LLC | $384.5M | 7 advisors | Percentage of AUM | View | |
| RALLYDAY PARTNERS, LLC CRD 307309 | Denver, CO | Advisory firm LLC | $384.1M | 14 advisors | Performance-based fees · REIMBURSED APPROVED MANAGER EXPENSES +1 more | View | |
| KETRON FINANCIAL LLC CRD 330807 | Novato, CA | Advisory firm LLC | $384.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LONGVIEW FINANCIAL ADVISORS, LLC CRD 291192 | CA | Advisory firm LLC | $383.9M | 2 advisors | Percentage of AUM | View | |
| ARCHITECT EQUITY CRD 328703 | El Segundo, CA | Advisory firm LLC | $383.9M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ATS WEALTH MANAGEMENT CRD 137705 | San Diego, CA | Advisory firm LLC | $383.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISTA INVESTMENT PARTNERS CRD 327983 | Richmond, IN | Advisory firm LLC | $383.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ONE + ONE WEALTH MANAGEMENT, LLC CRD 310906 | Jupiter, FL | Advisory firm LLC | $383.0M | 5 advisors | Percentage of AUM | View | |
| CANOPY 360 WEALTH, LLC CRD 296771 | Ocala, FL | Advisory firm LLC | $382.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARAPHI ADVISORY NETWORK, LLC CRD 165868 | Aliso Viejo, CA | Advisory firm LLC | $382.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARSHARES LLC CRD 157531 | Marco Island, FL | Advisory firm LLC | $382.5M | 1 advisors | Percentage of AUM | View | |
| RED TORTOISE CRD 282509 | Atlanta, GA | Advisory firm LLC | $382.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SONOMA BRANDS CAPITAL CRD 296285 | Sonoma, CA | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DEAN FINANCIAL SERVICES CRD 129679 | Beavercreek, OH | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WWM FINANCIAL CRD 157620 | Carslbad, CA | Advisory firm LLC | $381.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIQUE WEALTH STRATEGIES CRD 323994 | Burr Ridge, IL | Advisory firm LLC | $381.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SCULATI WEALTH MANAGEMENT, LLC CRD 158783 | Bloomfield Hills, MI | Advisory firm LLC | $381.5M | 3 advisors | Percentage of AUM | View | |
| RF&L WEALTH MANAGEMENT, LLC CRD 140210 | Acton, MA | Advisory firm LLC | $381.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOLUTE CAPITAL ASSET PARTNERS LLC CRD 298866 | Denver, CO | Advisory firm LLC | $380.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH BENEFIT ADVISORS, LLC CRD 319324 | Houston, TX | Advisory firm LLC | $380.9M | 2 advisors | Percentage of AUM | View | |
| SCALA CAPITAL LLC CRD 156165 | Miami, FL | Advisory firm LLC | $380.5M | 8 advisors | Percentage of AUM; Performance-based fees | View |