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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 | |||||
|---|---|---|---|---|---|---|---|
| MOREY & QUINN WEALTH PARTNERS CRD 332074 | Omaha, NE | Advisory firm LLC | $373.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTING HILL GLOBAL CAPITAL, LLC CRD 167481 | New York, NY | Advisory firm LLC | $373.0M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CANNELL CAPITAL LLC CRD 158371 | Alta, WY | Advisory firm LLC | $372.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RICHARD W. PAUL & ASSOCIATES, LLC CRD 156812 | Novi, MI | Advisory firm LLC | $372.8M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIDGEPORT PARTNERS CRD 322871 | New York, NY | Advisory firm LLC | $372.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HIBERNIA WEALTH PARTNERS, LLC CRD 319509 | Baton Rouge, LA | Advisory firm LLC | $372.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN WEALTH ADVISORY CRD 316124 | CA | Advisory firm LLC | $372.2M | 3 advisors | Percentage of AUM | View | |
| LIVELIFE CAPITAL PARTNERS LLC CRD 290008 | Southborough, MA | Advisory firm LLC | $372.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TVV CAPITAL CRD 163780 | Nashville, TN | Advisory firm LLC | $372.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC WEALTH MANAGEMENT CRD 113217 | San Diego, CA | Advisory firm LLC | $371.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PINNACLE FAMILY ADVISORS, LLC CRD 145628 | Springfield, MO | Advisory firm LLC | $371.7M | 8 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| PRIMARK ADVISORS, LLC CRD 309653 | Denver, CO | Advisory firm LLC | $371.6M | 2 advisors | Percentage of AUM | View | |
| OLISTICO WEALTH, LLC CRD 315028 | Tulsa, OK | Advisory firm LLC | $371.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM WEALTH SOLUTIONS, LLC CRD 283238 | Santa Monica, CA | Advisory firm LLC | $371.3M | 6 advisors | Percentage of AUM | View | |
| WARTHER PRIVATE WEALTH CRD 125145 | Akron, OH | Advisory firm LLC | $371.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CRAIG DUVARNEY, CFP CRD 126911 | MA | Advisory firm Sole prop | $371.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FACT CAPITAL, L.P. CRD 307860 | New York, NY | Advisory firm LP | $370.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LANGLEY WEALTH MANAGEMENT, LLC CRD 312823 | Corinth, MS | Advisory firm LLC | $370.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DONOGHUE FORLINES LLC CRD 285403 | Boston, MA | Advisory firm LLC | $370.5M | 3 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| REBEL FINANCIAL, LLC CRD 168263 | Groveport, OH | Advisory firm LLC | $370.5M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CATALYST PRIVATE WEALTH, LLC CRD 305565 | San Mateo, CA | Advisory firm LLC | $370.4M | 5 advisors | Percentage of AUM | View | |
| WEALTHSPRING CRD 322756 | Long Beach, CA | Advisory firm LLC | $370.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LRZ CAPITAL LLC CRD 333746 | Miami, FL | Advisory firm LLC | $370.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WILLOW GROVE ADVISORS, LLC CRD 151993 | Berkeley, CA | Advisory firm LLC | $369.8M | 5 advisors | Percentage of AUM; Hourly charges | View |