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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 | |||||
|---|---|---|---|---|---|---|---|
| BOYLE CAPITAL CRD 132416 | West Des Moines, IA | Advisory firm LLC | $342.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELHEAD WEALTH MANAGEMENT CRD 338410 | Glen Allen, VA | Advisory firm LLC | $341.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SECOND 50 FINANCIAL CRD 318626 | Manhattan Beach, CA | Advisory firm LLC | $341.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PETROS FAMILY WEALTH, LLC CRD 324059 | Bloomington, MN | Advisory firm LLC | $341.6M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVILA REAL ESTATE CAPITAL CRD 325431 | Corte Madera, CA | Advisory firm LLC | $341.2M | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| TIEMANN INVESTMENT ADVISORS, LLC CRD 125360 | Menlo Park, CA | Advisory firm LLC | $341.1M | 1 advisors | Percentage of AUM | View | |
| REICHARD CAPITAL, LLC CRD 305695 | Charlotte, NC | Advisory firm LLC | $341.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WEYBOSSET RESEARCH & MANAGEMENT, LLC CRD 108047 | Providence, RI | Advisory firm LLC | $340.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PREMIA GLOBAL ADVISORS, LLC CRD 282426 | Coral Gables, FL | Advisory firm LLC | $340.8M | 3 advisors | Percentage of AUM | View | |
| CAP SIX ADVISORS CRD 325164 | Houston, TX | Advisory firm LLC | $340.8M | 3 advisors | Percentage of AUM | View | |
| PHILLIPS WEALTH PLANNERS LLC CRD 319226 | Starkville, MS | Advisory firm LLC | $340.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCHESTER FINANCIAL SERVICES CRD 107956 | NJ | Advisory firm Sole prop | $340.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MELODEON CAPITAL PARTNERS, LP CRD 300896 | Miami, FL | Advisory firm LP | $340.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHOLTZ & COMPANY, LLC CRD 107363 | Stamford, CT | Advisory firm LLC | $340.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPRINT FUND MANAGEMENT CRD 306419 | Greensboro, NC | Advisory firm LLC | $340.5M | 2 advisors | Percentage of AUM | View | |
| LEFT BRAIN WEALTH MANAGEMENT, LLC CRD 170348 | Naperville, IL | Advisory firm LLC | $340.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OLIVER WEALTH MANAGEMENT CRD 314867 | Towson, MD | Advisory firm LLC | $340.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIP CAPITAL ADVISORS LLC CRD 328465 | Stamford, CT | Advisory firm LLC | $340.0M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELTEKON ADVISORS, LLC. CRD 115371 | West Lake Hills, TX | Advisory firm LLC | $340.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CADEN CAPITAL PARTNERS, LP CRD 317442 | CA | Advisory firm LP | $340.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PARK, MILLER, LLC CRD 146856 | Walnut Creek, CA | Advisory firm LLC | $339.8M | 3 advisors | Percentage of AUM | View | |
| QUANTUM PORTFOLIO MANAGEMENT, LLC CRD 326280 | New York, NY | Advisory firm LLC | $339.6M | 6 advisors | Percentage of AUM | View | |
| AP WEALTH MANAGEMENT CRD 156417 | Augusta, GA | Advisory firm LLC | $339.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYVANTAGE WEALTH ADVISORS CRD 331996 | Bethlehem, PA | Advisory firm LLC | $339.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |