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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 | |||||
|---|---|---|---|---|---|---|---|
| MILLENNIAL ADVISERS, LLC. CRD 170847 | New York, NY | Advisory firm LLC | $339.4M | 12 advisors | Percentage of AUM | View | |
| FLEXIS CAPITAL CRD 162601 | Miami, FL | Advisory firm LLC | $339.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SMALLWOOD WEALTH MANAGEMENT CRD 288663 | Red Bank, NJ | Advisory firm LLC | $339.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AMERITY WEALTH MANAGEMENT, LLC CRD 322265 | Lakeland, FL | Advisory firm LLC | $338.8M | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIRST TRUST GLOBAL PORTFOLIOS LTD. CRD 169173 | London | Advisory firm Other (specify) | $338.8M | 6 advisors | Percentage of AUM | View | |
| EIGER WEALTH MANAGEMENT, LLC CRD 304321 | San Diego, CA | Advisory firm LLC | $338.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LEWIS FINANCIAL MANAGEMENT, LLC CRD 116344 | Raleigh, NC | Advisory firm LLC | $338.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MDRN CAPITAL CRD 325950 | Annapolis, MD | Advisory firm LLC | $338.6M | 22 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERSPAN PARTNERS LP CRD 320667 | Chicago, IL | Advisory firm LP | $338.6M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPREHENSIVE WEALTH MANAGEMENT CRD 116958 | Lynnwood, WA | Advisory firm LLC | $338.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VARIANT EQUITY ADVISORS, LLC CRD 297046 | Los Angeles, CA | Advisory firm LLC | $338.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ARENA PRIVATE WEALTH CRD 332302 | Chicago, IL | Advisory firm LLC | $338.1M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC CRD 118319 | Campbell, CA | Advisory firm LLC | $338.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NAVIGATE FINANCIAL LLC CRD 325945 | Salt Lake City, UT | Advisory firm LLC | $337.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BOULDER WEALTH ADVISORS, LLC CRD 115069 | Boulder, CO | Advisory firm LLC | $337.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMERCE ADVISORS, LLC CRD 151439 | Memphis, TN | Advisory firm LLC | $337.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 325 CAPITAL CRD 310762 | New York, NY | Advisory firm LLC | $337.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASSETGRADE, LLC CRD 168779 | Boston, MA | Advisory firm LLC | $337.7M | 3 advisors | Percentage of AUM | View | |
| LENK LADNER INVESTMENT SOLUTIONS LLC CRD 109927 | Osterville, MA | Advisory firm LLC | $337.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WASATCH EQUITY PARTNERS CRD 326762 | Logan, UT | Advisory firm LLC | $337.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUEDOOR PRIVATE WEALTH, LLC CRD 301907 | Beverly, MA | Advisory firm LLC | $337.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC CRD 315485 | Chevy Chase, MD | Advisory firm LLC | $337.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WASHINGTON AVENUE ADVISORS CRD 307002 | Lansing, MI | Advisory firm LLC | $336.9M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| VALSPRING CAPITAL CRD 318288 | MA | Advisory firm Partnership | $336.9M | 5 advisors | Percentage of AUM; CARRIED INTEREST | View |