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 | |||||
|---|---|---|---|---|---|---|---|
| SMARTHARVEST PORTFOLIOS CRD 334260 | CA | Advisory firm LLC | $348.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISQ OPENINFRA REGISTERED ADVISOR LLC CRD 332721 | Miami, FL | Advisory firm LLC | $348.1M | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| 4J WEALTH MANAGEMENT, LLC CRD 297268 | Mclean, VA | Advisory firm LLC | $348.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKBOURNE ADVISORS CRD 129112 | Berkeley Heights, NJ | Advisory firm LLC | $347.9M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MICHELS FAMILY FINANCIAL, LLC CRD 319311 | Fort Worth, TX | Advisory firm LLC | $347.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE OAK WEALTH ADVISORS CRD 323925 | Santa Rosa Beach, FL | Advisory firm LLC | $347.4M | 5 advisors | Percentage of AUM; ANNUAL RETAINER FEE | View | |
| COTTONWOOD CAPITAL ADVISORS CRD 322366 | Irving, TX | Advisory firm LLC | $347.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARCTARIS IMPACT INVESTORS CRD 306898 | Wellesley, MA | Advisory firm LLC | $347.3M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HCG FUND MANAGEMENT LP CRD 281615 | Raleigh, NC | Advisory firm LP | $347.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EDUCATION GROWTH PARTNERS, LLC CRD 166162 | Stamford, CT | Advisory firm LLC | $347.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PFLUG KOORY, LLC CRD 109268 | Omaha, NE | Advisory firm LLC | $347.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LECONTE WEALTH MANAGEMENT, LLC CRD 168539 | Maryville, TN | Advisory firm LLC | $346.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CITRINE CAPITAL CRD 171735 | San Francisco, CA | Advisory firm LLC | $346.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CUSTOS FAMILY OFFICE LLC CRD 294025 | CO | Advisory firm LLC | $346.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LODESTONE WEALTH MANAGEMENT LLC CRD 151115 | Spokane, WA | Advisory firm LLC | $346.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WMGNA CRD 125765 | Farmington, CT | Advisory firm LLC | $346.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ROAD INVESTMENT COUNSEL, LLC CRD 171343 | Kalamazoo, MI | Advisory firm LLC | $346.4M | 2 advisors | Percentage of AUM | View | |
| VELOCIS MANAGEMENT, LLC CRD 313345 | Dallas, TX | Advisory firm LLC | $346.4M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIATOMIC CAPITAL CRD 312408 | Palo Alto, CA | Advisory firm LP | $346.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| REDE WEALTH, LLC CRD 173346 | Charlottesville, VA | Advisory firm LLC | $346.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA INVESTMENT ADVISORS, LLC CRD 109590 | Eagle, ID | Advisory firm LLC | $345.8M | 3 advisors | Percentage of AUM | View | |
| ARCHWAY WEALTH MANAGEMENT, LLC CRD 326816 | Kirkwood, MO | Advisory firm LLC | $345.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VEDANTA MANAGEMENT, LP CRD 160685 | New York, NY | Advisory firm LP | $345.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CONTINUUM WEALTH ADVISORS, LLC CRD 152895 | Saratoga Springs, NY | Advisory firm LLC | $345.6M | 5 advisors | Percentage of AUM; Fixed fees | View |