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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 | |||||
|---|---|---|---|---|---|---|---|
| HEALTHEDGE INVESTMENT PARTNERS CRD 163421 | Tampa, FL | Advisory firm LLC | $325.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PATRON PARTNERS, LLC CRD 310629 | Houston, TX | Advisory firm LLC | $325.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER LAKE ADVISORY PARTNERS, LLC CRD 107625 | CA | Advisory firm LLC | $325.3M | 3 advisors | Percentage of AUM | View | |
| STRATEGIC WEALTH ADVISORS, LLC CRD 114167 | AZ | Advisory firm LLC | $325.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVERSE TEAM FINANCIAL SERVICES, LLC CRD 335322 | KS | Advisory firm LLC | $325.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALOGIC VALUE MANAGEMENT, L.P. CRD 155133 | Dallas, TX | Advisory firm LP | $324.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CRIMSON MANAGEMENT CRD 111779 | Houston, TX | Advisory firm Sole prop | $324.5M | 1 advisors | Percentage of AUM | View | |
| EKS ASSOCIATES CRD 169687 | Princeton, NJ | Advisory firm LLC | $324.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| 1248 PARTNERS, LLC CRD 325304 | Kansas City, MO | Advisory firm LLC | $323.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHOICE WEALTH ADVISORS LLC CRD 297745 | Waterville, ME | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWN FINANCIAL ADVISORS, LLC CRD 147056 | Milford, OH | Advisory firm LLC | $323.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEXT LEVEL WEALTH PLANNING, LLC CRD 327644 | Meridian, ID | Advisory firm LLC | $322.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORIENTAL TRUST CRD 312982 | San Juan, PR | Advisory firm Other (specify) | $322.6M | 1 advisors | Percentage of AUM | View | |
| FORTUNE FINANCIAL ADVISORS, LLC CRD 145799 | Overland Park, KS | Advisory firm LLC | $322.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARSWELL INVESTMENTS, LLC CRD 158205 | East Syracuse, NY | Advisory firm LLC | $322.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RBS WEALTH MANAGEMENT CRD 336536 | Alto, MI | Advisory firm LLC | $322.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAPSTONE FINANCIAL ADVISORS LLC CRD 318885 | Lebanon, OH | Advisory firm LLC | $322.3M | 3 advisors | Percentage of AUM | View | |
| GORDONMD GLOBAL INVESTMENTS LP CRD 316751 | Beverly Hills, CA | Advisory firm LP | $322.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL TRANSPARENCY CRD 297713 | AZ | Advisory firm LLC | $322.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| LIVET WEALTH, LLC CRD 337826 | Spanish Fork, UT | Advisory firm LLC | $322.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M4A3 LLC CRD 336172 | Boulder, CO | Advisory firm LLC | $322.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUENORTH WEALTH ADVISORS CRD 118273 | Seattle, WA | Advisory firm LLC | $321.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERSON EQUITY LLC CRD 130032 | San Mateo, CA | Advisory firm LLC | $321.7M | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IG4 CAPITAL ADVISORS US LLC CRD 316972 | Washington, DC | Advisory firm LLC | $321.5M | 3 advisors | Percentage of AUM; Performance-based fees | View |