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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 | |||||
|---|---|---|---|---|---|---|---|
| AXIS WEALTH PARTNERS, LLC CRD 167122 | East Providence, RI | Advisory firm LLC | $377.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROW INVESTMENT ADVISORS, LLC CRD 139652 | Laurel, MD | Advisory firm LLC | $377.3M | 4 advisors | Percentage of AUM | View | |
| MARTIN WEALTH SOLUTIONS CRD 283428 | Christiansburg, VA | Advisory firm LLC | $377.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| JPS FINANCIAL, LLC CRD 169208 | Westlake, OH | Advisory firm LLC | $377.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMONWEALTH RETIREMENT INVESTMENTS LLC CRD 285998 | Richmond, VA | Advisory firm LLC | $377.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC CRD 307997 | Vancouver, WA | Advisory firm LLC | $376.9M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VOLTERRA TECHNOLOGIES LP CRD 306817 | New York, NY | Advisory firm LP | $376.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OLDE WEALTH MANAGEMENT, LLC CRD 308991 | AZ | Advisory firm LLC | $376.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLIGENT CAPITALWORKS CRD 135081 | Scottsdale, AZ | Advisory firm LLC | $376.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALM DRIVE CAPITAL LLC CRD 284014 | New York, NY | Advisory firm LLC | $376.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROSPERITY ADVISERS, LLC CRD 282998 | Horsham, PA | Advisory firm LLC | $375.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOVER ADVISORS, LLC CRD 320832 | GA | Advisory firm LLC | $375.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABBEY STREET CRD 305107 | Eden Prairie, MN | Advisory firm LLC | $375.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VIKING PARTNERS ADVISORS CRD 321989 | Cincinnati, OH | Advisory firm LLC | $375.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CIBEST CAPITAL ADVISORY SERVICES LLC CRD 317663 | Miami, FL | Advisory firm LLC | $374.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AVENTURA PRIVATE WEALTH, LLC CRD 332630 | Aventura, FL | Advisory firm LLC | $374.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGENT FINANCIAL, LLC CRD 148173 | Harrisonburg, VA | Advisory firm LLC | $374.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARL MARKS MANAGEMENT COMPANY, LLC CRD 107695 | New York, NY | Advisory firm LLC | $374.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOUVEL INVESTMENT PARTNERS, LLC CRD 108436 | Phoenixville, PA | Advisory firm LLC | $374.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| COMPREHENSIVE WEALTH SOLUTIONS, LLC CRD 131324 | Boca Raton, FL | Advisory firm LLC | $374.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTWARD PARTNERS LLC CRD 300994 | Seattle, WA | Advisory firm LLC | $374.0M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OAKUM BAY CAPITAL, LLC CRD 166025 | CT | Advisory firm LLC | $374.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK WEALTH ADVISORS LLC CRD 148832 | Northbrook, IL | Advisory firm LLC | $373.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TORREN MANAGEMENT, LLC CRD 329263 | San Diego, CA | Advisory firm LLC | $373.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |