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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 | |||||
|---|---|---|---|---|---|---|---|
| STURGEON VENTURES LLP CRD 167026 | London | Advisory firm LLP | $321.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOUNDER FAMILY FINANCIAL, LLC CRD 171978 | Austin, TX | Advisory firm LLC | $321.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEADOWBROOK ADVISORS CRD 337223 | CA | Advisory firm LLC | $321.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OFF THE CHAIN CAPITAL, LLC CRD 309867 | FL | Advisory firm LLC | $321.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 1 NORTH WEALTH SERVICES, LLC CRD 115948 | Annapolis, MD | Advisory firm LLC | $320.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WSC & COMPANY, LLC CRD 289138 | Charlotte, NC | Advisory firm LLC | $320.4M | 3 advisors | Percentage of AUM | View | |
| ELEVATE WEALTH MANAGEMENT CRD 336710 | Sheridan, WY | Advisory firm LLC | $320.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WYNN CAPITAL CRD 281291 | Augusta, GA | Advisory firm LLC | $320.2M | 3 advisors | Percentage of AUM | View | |
| VISTA FINANCE, LLC CRD 312082 | Clayton, MO | Advisory firm LLC | $320.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SECURA FINANCIAL CRD 137324 | Orange, CA | Advisory firm LLC | $319.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LANTERN WEALTH ADVISORS, LLC CRD 147420 | Melville, NY | Advisory firm LLC | $319.9M | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KANAME CAPITAL, L.P. CRD 300565 | Boston, MA | Advisory firm LP | $319.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA WEALTH MANAGEMENT AND PLANNING LLC CRD 163917 | Novato, CA | Advisory firm LLC | $319.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATOMIC INVEST LLC CRD 313255 | New York, NY | Advisory firm LLC | $319.5M | 21 advisors | Percentage of AUM | View | |
| WEALTHVIEW CAPITAL, LLC CRD 149476 | Jackson, MS | Advisory firm LLC | $319.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HAMILTON SQUARE PARTNERS MANAGEMENT, LP CRD 338881 | New York, NY | Advisory firm LP | $319.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THEORY FINANCIAL CRD 304084 | Fort Collins, CO | Advisory firm LLC | $319.2M | 3 advisors | Percentage of AUM | View | |
| PROMONTORY FINANCIAL PLANNING, LLC CRD 153666 | Farmington, UT | Advisory firm LLC | $319.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REMEDIUM CAPITAL PARTNERS CRD 340302 | West Palm Beach, FL | Advisory firm LLC | $319.0M | 1 advisors | Percentage of AUM | View | |
| VALUEWEALTH SERVICES, LLC CRD 304049 | Annapolis, MD | Advisory firm LLC | $319.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREEN WEALTH MANAGEMENT, LLC CRD 286513 | Petaluma, CA | Advisory firm LLC | $318.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENTS & FINANCIAL PLANNING, LLC CRD 164333 | Lexington, KY | Advisory firm LLC | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAGENS & TAYLOR WEALTH MANAGEMENT CRD 335178 | San Angelo, TX | Advisory firm LLC | $318.3M | 5 advisors | Percentage of AUM | View | |
| BAYFOREST CRD 312969 | London | Advisory firm LLC | $318.1M | 9 advisors | Percentage of AUM; Performance-based fees | View |