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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 | |||||
|---|---|---|---|---|---|---|---|
| OPENAIR FINANCIAL, LLC CRD 300362 | Southlake, TX | Advisory firm LLC | $318.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CAIM LLC CRD 144946 | Longboat Key, FL | Advisory firm LLC | $318.0M | 2 advisors | Percentage of AUM; SUBADVISOR FEES | View | |
| TOWER VIEW WEALTH MANAGEMENT LLC CRD 108739 | CA | Advisory firm LLC | $317.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIGATE 401K, LLC CRD 309466 | Birmingham, AL | Advisory firm LLC | $317.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | Beaver, PA | Advisory firm LLC | $317.9M | 7 advisors | Percentage of AUM | View | |
| HEARTWOOD FUNDS CRD 136940 | New York, NY | Advisory firm LLC | $317.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOODE PARTNERS LLC CRD 161816 | New York, NY | Advisory firm LLC | $317.5M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FAMILY WEALTH PLANNING PARTNERS CRD 323656 | Louisville, KY | Advisory firm Partnership | $317.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TSP ADVISORS, LLC CRD 281758 | Mercer Island, WA | Advisory firm LLC | $317.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON CREEK WEALTH MANAGEMENT LLC CRD 314991 | CO | Advisory firm LLC | $317.3M | 1 advisors | Percentage of AUM | View | |
| VISTAMARK INVESTMENTS CRD 335309 | Hinsdale, IL | Advisory firm LLC | $317.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE BARN WEALTH CRD 107202 | Orem, UT | Advisory firm LLC | $317.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COUNCILOR WEALTH LLC CRD 170858 | Bethesda, MD | Advisory firm LLC | $316.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARO INVESTORS CRD 332085 | Chevy Chase, MD | Advisory firm LLC | $316.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DUET ADVISORY SERVICES LLC CRD 283584 | Bingham Farms, MI | Advisory firm LLC | $316.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALVUS WEALTH MANAGEMENT, LLC CRD 171986 | Red Bank, NJ | Advisory firm LLC | $316.5M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCA VENTURES, LLC CRD 161160 | Chicago, IL | Advisory firm LLC | $316.4M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTHCOLLAB CRD 269840 | Bellevue, WA | Advisory firm LLC | $316.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| FIRST OAK WEALTH MANAGEMENT, LLC CRD 288316 | Raleigh, NC | Advisory firm LLC | $316.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TENON FINANCIAL CRD 305581 | Metuchen, NJ | Advisory firm LLC | $316.0M | 3 advisors | Fixed fees | View | |
| WEALTH ANALYTICS PARTNERS, LLC CRD 140115 | San Diego, CA | Advisory firm LLC | $316.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIBERT WEALTH MANAGEMENT CRD 341458 | GA | Advisory firm LLC | $316.0M | 1 advisors | Percentage of AUM | View | |
| PROACTIVE WEALTH STRATEGIES, LLC CRD 318872 | Marietta, GA | Advisory firm LLC | $315.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KENORA FINANCIAL, LLC CRD 123524 | Des Plaines, IL | Advisory firm LLC | $315.8M | 3 advisors | Percentage of AUM | View |