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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL LIFE ADVISORS CRD 128502 | San Antonio, TX | Advisory firm LLC | $366.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMDEN WEALTH ADVISORS LLC CRD 148518 | Houston, TX | Advisory firm LLC | $366.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROYAL OAK FINANCIAL ADVISORS, LLC CRD 290152 | Royal Oak, MI | Advisory firm LLC | $366.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ASILIA CREDIT INVESTMENTS CRD 334981 | Salt Lake City, UT | Advisory firm LLC | $365.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRAIRIEWOOD WEALTH MANAGEMENT CRD 149007 | Fargo, ND | Advisory firm LLC | $365.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGIMEN WEALTH, LLC CRD 309672 | Atlanta, GA | Advisory firm LLC | $365.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MY PERSONAL CFO, LLC CRD 299424 | Vancouver, WA | Advisory firm LLC | $365.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EVR RESEARCH LP CRD 283385 | Richmond, VA | Advisory firm LP | $365.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RESERVOIR OPERATIONS, L.P. CRD 156800 | New York, NY | Advisory firm LP | $364.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNIFY WEALTH LLC CRD 160094 | St.. Louis, MO | Advisory firm LLC | $364.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TL PRIVATE WEALTH CRD 167818 | Southlake, TX | Advisory firm LLC | $364.5M | 4 advisors | Percentage of AUM | View | |
| SHELTON WEALTH MANAGEMENT, LLC CRD 312686 | Fort Worth, TX | Advisory firm LLC | $364.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGY FG CRD 309961 | CA | Advisory firm Other (specify) | $364.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INVENIO WEALTH PARTNERS, LLC CRD 323039 | Coral Gables, FL | Advisory firm LLC | $364.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REDWOOD GROVE CAPITAL, LLC CRD 286228 | New York, NY | Advisory firm LLC | $364.0M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATION | View | |
| CROAK CAPITAL CRD 297666 | Toledo, OH | Advisory firm LLC | $363.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HORIZON INVESTMENT SERVICES, LLC. CRD 110642 | Hammond, IN | Advisory firm LLC | $363.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| MARIPAU WEALTH MANAGEMENT LLC CRD 311934 | Fort Wayne, IN | Advisory firm LLC | $363.8M | 21 advisors | Percentage of AUM; Fixed fees | View | |
| DECISIONMAP WEALTH MANAGEMENT, LLC CRD 328429 | Great Falls, VA | Advisory firm LLC | $363.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WINDROCK WEALTH MANAGEMENT CRD 166124 | Naperville, IL | Advisory firm LLC | $363.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEONID CAPITAL PARTNERS, LLC CRD 327020 | Huntington Beach, CA | Advisory firm LLC | $363.0M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CRESTMONT PRIVATE WEALTH LLC CRD 304170 | Boerne, TX | Advisory firm LLC | $363.0M | 3 advisors | Percentage of AUM | View | |
| LECLAIR WEALTH PARTNERS CRD 332827 | Dublin, OH | Advisory firm LLC | $363.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERPATH INVESTMENTS LLC CRD 226671 | CA | Advisory firm LLC | $362.9M | 3 advisors | Percentage of AUM | View |