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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 | |||||
|---|---|---|---|---|---|---|---|
| TORREY GROWTH & INCOME ADVISORS, LLC CRD 139940 | Del Mar, CA | Advisory firm LLC | $328.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZENITH WEALTH ADVISORS CRD 318330 | Scottsdale, AZ | Advisory firm LLC | $328.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMAS STORY AND SON LLC CRD 148774 | Plymouth, IN | Advisory firm LLC | $328.2M | 2 advisors | Percentage of AUM | View | |
| SHORE POINT ADVISORS, LLC CRD 296848 | Brielle, NJ | Advisory firm LLC | $327.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DECISIONS, LLC CRD 107755 | New York, NY | Advisory firm LLC | $327.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RYE BROOK CAPITAL, LLC CRD 288517 | Greenwich, CT | Advisory firm LLC | $327.3M | 1 advisors | Percentage of AUM | View | |
| LEVEL 5 CAPITAL PARTNERS, LLC CRD 304140 | Atlanta, GA | Advisory firm LLC | $327.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| POINTONE FAMILY OFFICE CRD 338563 | Manhattan Beach, CA | Advisory firm LLC | $327.1M | 2 advisors | Percentage of AUM | View | |
| OCTAVIA INVESTMENTS LLC CRD 167721 | CA | Advisory firm LLC | $327.0M | 1 advisors | Percentage of AUM | View | |
| VINCI PARTNERS USA CRD 162399 | New York, NY | Advisory firm LLC | $327.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MPWM ADVISORY SOLUTIONS LLC CRD 169885 | Alpharetta, GA | Advisory firm LLC | $326.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVONDALE WEALTH MANAGEMENT LLC CRD 152590 | West Lake Hills, TX | Advisory firm LLC | $326.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MFG PARTNERS LLC CRD 330388 | New York, NY | Advisory firm LLC | $326.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VANTAGE POINT WEALTH MANAGEMENT CRD 167886 | Plymouth, MN | Advisory firm LLC | $326.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PL CAPITAL ADVISORS, LLC CRD 162083 | Naples, FL | Advisory firm LLC | $326.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMUNITY DEVELOPMENT FUND ADVISORS, LLC CRD 281617 | PA | Advisory firm LLC | $326.4M | 2 advisors | Percentage of AUM | View | |
| PUREFI WEALTH, LLC CRD 328459 | Boston, MA | Advisory firm LLC | $326.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASE WEALTH MANAGEMENT CRD 321991 | Lakewood Ranch, FL | Advisory firm LLC | $326.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTREWEALTH CRD 317553 | AZ | Advisory firm LLC | $326.3M | 10 advisors | Percentage of AUM | View | |
| FINANCIALLY IN TUNE CRD 156200 | Stoneham, MA | Advisory firm LLC | $326.2M | 4 advisors | Hourly charges; Fixed fees | View | |
| PACK PRIVATE WEALTH, LLC CRD 310523 | Wayzata, MN | Advisory firm LLC | $326.2M | 2 advisors | Percentage of AUM | View | |
| HFR INVESTMENTS, LLC CRD 307372 | Chicago, IL | Advisory firm LLC | $326.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| HURLEY CAPITAL, LLC CRD 130051 | New York, NY | Advisory firm LLC | $326.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERLINE WEALTH ADVISORS, LLC CRD 164485 | Louisville, KY | Advisory firm LLC | $326.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |