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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 | |||||
|---|---|---|---|---|---|---|---|
| GOEPPER BURKHARDT LLC CRD 127896 | Greenville, SC | Advisory firm LLC | $380.3M | 3 advisors | Percentage of AUM | View | |
| FORTITER WEALTH MANAGEMENT, LLC CRD 169577 | Houston, TX | Advisory firm LLC | $379.9M | 3 advisors | Percentage of AUM | View | |
| BURKHOLDER WEALTH MANAGEMENT CRD 305300 | Tulsa, OK | Advisory firm LLC | $379.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMA CAPITAL LLC CRD 310146 | Beaverton, OR | Advisory firm LLC | $379.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| IRONBRIDGE PRIVATE WEALTH, LLC CRD 287714 | Austin, TX | Advisory firm LLC | $379.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 626 FINANCIAL, LLC CRD 306474 | Portage, MI | Advisory firm LLC | $379.6M | 5 advisors | Percentage of AUM | View | |
| RAINIER CAPITAL PARTNERS LP CRD 315967 | Seattle, WA | Advisory firm LP | $379.5M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CMG WEALTH MANAGEMENT CRD 307513 | Plano, TX | Advisory firm LLC | $379.4M | 4 advisors | Percentage of AUM | View | |
| SIENA CAPITAL PARTNERS GP, LLC CRD 162073 | Evanston, IL | Advisory firm LLC | $379.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KEYSTONE FINANCIAL SERVICES CRD 310623 | Loveland, CO | Advisory firm LLC | $379.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALL TERRAIN FINANCIAL ADVISORS CRD 286683 | Coon Rapids, MN | Advisory firm LLC | $379.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RUBENSTEIN PARTNERS CRD 156988 | Philadelphia, PA | Advisory firm LP | $378.9M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OUTLANDER VC CRD 325268 | — | Advisory firm LLC | $378.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBER PARTNERS MANAGEMENT LLC CRD 309328 | New York, NY | Advisory firm LLC | $378.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SUN MOUNTAIN CAPITAL ADVISORS, LLC CRD 151477 | Santa Fe, NM | Advisory firm LLC | $378.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MKT AND ASSOCIATES LLC CRD 329889 | Tacoma, WA | Advisory firm LLC | $378.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BOCA WEALTH ADVISORS CRD 108038 | Boca Raton, FL | Advisory firm LLC | $378.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPECT PARTNERS ADVISORS LLC CRD 317720 | Chicago, IL | Advisory firm LLC | $378.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTURY EQUITY PARTNERS LLC CRD 281939 | Boston, MA | Advisory firm LLC | $378.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PRITZKER ALTERNATIVE STRATEGIES CRD 333671 | Chicago, IL | Advisory firm LP | $378.3M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AUOUR INVESTMENTS LLC CRD 173392 | Woburn, MA | Advisory firm LLC | $378.0M | 4 advisors | Percentage of AUM | View | |
| FREEDOM FINANCIAL PARTNERS LLC CRD 327560 | Oakdale, MN | Advisory firm LLC | $377.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ASHWORTH WEALTH, LLC CRD 116950 | South Jordan, UT | Advisory firm LLC | $377.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINVEST CRD 331586 | Coral Gables, FL | Advisory firm LLC | $377.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |