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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 | |||||
|---|---|---|---|---|---|---|---|
| 4D ADVISORS, LLC CRD 315045 | Redondo Beach, CA | Advisory firm LLC | $315.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GARRISON POINT CAPITAL, LLC CRD 165590 | San Francisco, CA | Advisory firm LLC | $315.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCELERATE RETIREMENT CRD 325859 | Aliso Viejo, CA | Advisory firm LLC | $315.4M | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE SELECT ADVISORS, LLC CRD 144044 | St.. Louis, MO | Advisory firm LLC | $315.3M | 4 advisors | Percentage of AUM | View | |
| AURELIUS FAMILY OFFICE, LLC CRD 323016 | Bedford, NH | Advisory firm LLC | $315.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED CRD 317251 | Mumbai, Maharashtra, CA | Advisory firm Other (specify) | $315.2M | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BONNER & SMITH, LLC CRD 114287 | Lubbock, TX | Advisory firm LLC | $314.8M | 3 advisors | Percentage of AUM | View | |
| NINEPOINTTWO CAPITAL LLC CRD 297270 | Los Angeles, CA | Advisory firm LLC | $314.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DEFINE FINANCIAL, LLC CRD 286648 | San Diego, CA | Advisory firm LLC | $314.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE CAPITAL CRD 141743 | Oakland, CA | Advisory firm LLC | $314.6M | 2 advisors | Percentage of AUM | View | |
| THE FUTURE FUND LLC CRD 313973 | Chicago, IL | Advisory firm LLC | $314.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAGNATE ADVISORY SERVICES, LLC CRD 283056 | Louisville, KY | Advisory firm LLC | $314.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICKETTS FINANCIAL, LLC CRD 309381 | Louisville, KY | Advisory firm LLC | $314.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VALUES ADDED FINANCIAL CRD 288912 | CA | Advisory firm LLC | $313.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC CRD 110372 | Maple Grove, MN | Advisory firm LLC | $313.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAROLINA WEALTH ADVISORS CRD 288837 | Myrtle Beach, SC | Advisory firm LLC | $313.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MELONE PRIVATE WEALTH, LLC CRD 311638 | Auburn Hills, MI | Advisory firm LLC | $313.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER STREET PARTNERS, LP CRD 298142 | Wayzata, MN | Advisory firm LP | $313.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOTT MARSH FINANCIAL, LLC CRD 122169 | CA | Advisory firm LLC | $313.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRADY FAMILY WEALTH, LLC CRD 315635 | Saint Louis, MO | Advisory firm LLC | $312.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLUMBIA ADVISORY PARTNERS, LLC CRD 171616 | Spokane, WA | Advisory firm LLC | $312.6M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKVIEW US LLC CRD 160172 | New York City, NY | Advisory firm LLC | $312.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASPEN WEALTH STRATEGIES, LLC CRD 307424 | Arvada, CO | Advisory firm LLC | $312.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOPEL & DISTASI WEALTH MANAGEMENT, LLC CRD 285538 | Berkeley, CA | Advisory firm LLC | $312.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |