Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| HEITMAN INTERNATIONAL LLC CRD 170707 | London | Advisory firm LLC | $351.8M | 54 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SWAN CAPITAL CRD 305793 | AL | Advisory firm LLC | $351.4M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CALDWELL ADVISORS, LLC CRD 144408 | Brentwood, TN | Advisory firm LLC | $351.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREDIT CAPITAL INVESTMENTS CRD 160537 | Livingston, NJ | Advisory firm LLC | $351.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DEAN ROLAND RUSSELL, LLC CRD 109480 | San Diego, CA | Advisory firm LLC | $351.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE RETIREMENT ADVISORS, LLC CRD 165191 | Colleyville, TX | Advisory firm LLC | $351.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ENTRUST FINANCIAL LLC CRD 174694 | Wayne, PA | Advisory firm LLC | $350.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FORTY NORTH WEALTH CRD 290770 | Glendale, CO | Advisory firm LLC | $350.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORMAN CAPITAL, LLC CRD 329537 | Delray Beach, FL | Advisory firm LLC | $350.5M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PROTOCOL VC LLC CRD 332272 | CA | Advisory firm LLC | $350.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAESTRIA PARTNERS LLC CRD 328822 | Atlanta, GA | Advisory firm LLC | $350.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL MANAGEMENT STRATEGIES, LLC CRD 122347 | Baltimore, MD | Advisory firm LLC | $350.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYKON CAPITAL LLC CRD 326728 | Harrison, NY | Advisory firm LLC | $350.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SONOMA ALLOCATIONS CRD 335435 | Santa Rosa, CA | Advisory firm LLC | $350.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE CRD 130711 | San Diego, CA | Advisory firm LLC | $349.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM PRIVATE INVESTMENTS, LLC CRD 331479 | New York, NY | Advisory firm LLC | $349.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EMPOWER WEALTH MANAGEMENT CRD 305031 | Cedar Park, TX | Advisory firm Other (specify) | $349.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARAGON CAPITAL LLC CRD 166958 | Fort Lauderdale, FL | Advisory firm LLC | $349.3M | 6 advisors | Percentage of AUM | View | |
| FWG INVESTMENTS, LLC CRD 284064 | Lexington, KY | Advisory firm LLC | $349.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON CREEK INVESTMENT ADVISORS LLC CRD 309116 | Castle Rock, CO | Advisory firm LLC | $349.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ARLEN CAPITAL, LLC CRD 118113 | Warwick, RI | Advisory firm LLC | $348.8M | 4 advisors | Percentage of AUM | View | |
| GAINLINE FINANCIAL PARTNERS, LLC CRD 326716 | Louisville, CO | Advisory firm LLC | $348.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARBON COLLECTIVE INVESTING, LLC CRD 310129 | Oakland, CA | Advisory firm LLC | $348.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| OPAL CAPITAL LLC CRD 322755 | Boca Raton, FL | Advisory firm LLC | $348.3M | 6 advisors | Percentage of AUM | View |