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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 | |||||
|---|---|---|---|---|---|---|---|
| DOMANI ADVISORS CRD 291796 | New York, NY | Advisory firm LLC | $362.8M | 2 advisors | Percentage of AUM; REPORTING AND MONITORING SERVICES | View | |
| C CUBED CAPITAL PARTNERS, LLC CRD 328128 | Boca Raton, FL | Advisory firm LLC | $362.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRESPER FINANCIAL ARCHITECTS, LLC CRD 297538 | Akron, OH | Advisory firm LLC | $362.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOTIVE WEALTH ADVISORS, LLC CRD 312303 | Birmingham, MI | Advisory firm LLC | $362.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| UNIVERSITY VENTURES CRD 163575 | New York, NY | Advisory firm LLC | $362.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INCOME FOCUS PORTFOLIO MANAGEMENT CRD 165477 | Jackson, WY | Advisory firm LLC | $362.5M | 3 advisors | Percentage of AUM | View | |
| RTC PARTNERS CRD 307065 | Miami, FL | Advisory firm LP | $362.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KANBRICK LLC CRD 309288 | Charlotte, NC | Advisory firm LLC | $362.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| AVIVAR CAPITAL, LLC CRD 215516 | CA | Advisory firm LLC | $362.1M | 13 advisors | Hourly charges; Fixed fees | View | |
| DYNAMIC MARKET ADVANTAGE, LLC CRD 323540 | Louisville, KY | Advisory firm LLC | $361.9M | 3 advisors | Percentage of AUM | View | |
| BLUE RIDGE WEALTH PLANNERS CRD 285347 | Knoxville, TN | Advisory firm LLC | $361.7M | 14 advisors | Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE | View | |
| MFP FINANCIAL SERVICES, LLC CRD 331681 | Safety Harbor, FL | Advisory firm LLC | $361.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORDIS FINANCIAL, LLC CRD 294766 | Minneapolis, MN | Advisory firm LLC | $360.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BCO WEALTH MANAGEMENT, LLC CRD 322276 | Carlsbad, NM | Advisory firm LLC | $359.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARWAVE CAPITAL CRD 337738 | Upland, CA | Advisory firm LLC | $359.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEROS WEALTH PARTNERS CRD 166808 | Gilbert, AZ | Advisory firm LLC | $359.2M | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| AYRTON CAPITAL LLC CRD 286298 | Westport, CT | Advisory firm LLC | $358.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TSA WEALTH MANAGEMENT CRD 323123 | Houston, TX | Advisory firm LLC | $358.8M | 3 advisors | Percentage of AUM | View | |
| AURORA INVESTMENT MANAGERS, LLC CRD 146325 | Naples, FL | Advisory firm LLC | $358.7M | 2 advisors | Percentage of AUM | View | |
| ROBERTSON OPPORTUNITY CAPITAL, LLC CRD 118484 | Dallas, TX | Advisory firm LLC | $358.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FLIGHT DECK CAPITAL, LP CRD 311353 | San Francisco, CA | Advisory firm LP | $358.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC CRD 332374 | Greenwich, CT | Advisory firm LLC | $358.6M | 117 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUESTEM FINANCIAL ADVISORS, LLC CRD 158418 | Savoy, IL | Advisory firm LLC | $358.2M | 8 advisors | Hourly charges · Fixed fees +1 more | View | |
| PRUFID FINANCIAL ADVISORS LLC CRD 121897 | MI | Advisory firm LLC | $358.0M | 1 advisors | Percentage of AUM | View |