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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 | |||||
|---|---|---|---|---|---|---|---|
| INTERWISE CRD 316746 | Holladay, UT | Advisory firm LLC | $369.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MENLO ADVISORS LLC CRD 122721 | Menlo Park, CA | Advisory firm LLC | $369.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ONE ADVISORY PARTNERS, LLC CRD 161614 | Overland Park, KS | Advisory firm LLC | $369.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| STONEBRIDGE WEALTH SYSTEMS LLC CRD 327894 | Kearney, NE | Advisory firm LLC | $369.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARAGON GLOBAL MANAGEMENT, LP CRD 156043 | Miami, FL | Advisory firm LP | $369.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTEGRITY WEALTH SOLUTIONS LLC CRD 284862 | Denver, CO | Advisory firm LLC | $369.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CROMWELL FUNDS CRD 314411 | Baltimore, MD | Advisory firm LLC | $368.9M | 2 advisors | Percentage of AUM | View | |
| RUGGAARD & ASSOCIATES CRD 107489 | Hudson, OH | Advisory firm LLC | $368.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GADDIS PREMIER WEALTH ADVISORS LLC CRD 317837 | Durant, OK | Advisory firm LLC | $368.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEREGRINE INVESTMENT ADVISORS, LLC CRD 153081 | Madison, MS | Advisory firm LLC | $368.4M | 4 advisors | Percentage of AUM | View | |
| HIGHLAND INVESTMENT ADVISORS LLC CRD 141694 | Ponte Vedra, FL | Advisory firm LLC | $368.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| OVERRIDGE WEALTH ADVISORS CRD 115009 | Fort Worth, TX | Advisory firm LLC | $368.2M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| BLOSSOM WEALTH MANAGEMENT, LLC CRD 150402 | CA | Advisory firm LLC | $368.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENHANCING CAPITAL LLC CRD 290018 | Harrisburg, PA | Advisory firm LLC | $368.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| REDBUD ADVISORS CRD 300477 | Austin, TX | Advisory firm LLC | $367.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HUGHES & COMPANY CRD 311212 | Chicago, IL | Advisory firm LP | $367.4M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CARTER-HASTON INVESTMENT PARTNERS II GP, LLC CRD 165442 | Nashville, TN | Advisory firm LLC | $367.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EYRE STREET CAPITAL CRD 333970 | New York, NY | Advisory firm LLC | $367.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PKS INVESTMENT ADVISORS LLC CRD 110147 | Salisbury, MD | Advisory firm LLC | $367.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWITCHPOINT FINANCIAL PLANNING LLC CRD 282856 | Lehi, UT | Advisory firm LLC | $367.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITY PARTNERS CRD 322847 | Dallas, TX | Advisory firm LP | $367.0M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SARAZA MANAGEMENT LP CRD 317572 | New York, NY | Advisory firm Partnership | $366.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FIO ADVISORS LP CRD 300903 | New York, NY | Advisory firm LP | $366.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SHARPER & GRANITE LLC CRD 136719 | El Segundo, CA | Advisory firm LLC | $366.4M | 4 advisors | Percentage of AUM | View |