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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 | |||||
|---|---|---|---|---|---|---|---|
| GLASS WEALTH MANAGEMENT CO., LLC CRD 114097 | San Antonio, TX | Advisory firm LLC | $311.9M | 4 advisors | Percentage of AUM | View | |
| LAKE WHILLANS CAPITAL PARTNERS LLC CRD 287835 | Plano, TX | Advisory firm LLC | $311.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NFWM CRD 317406 | Plano, TX | Advisory firm LLC | $311.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNRISE MANAGER LLC CRD 330704 | West Palm Beach, FL | Advisory firm LLC | $311.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| IWEALTH CRD 329980 | Waseca, MN | Advisory firm LLC | $311.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APS WEALTH MANAGEMENT, LLC CRD 298233 | Melville, NY | Advisory firm LLC | $311.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| OPTIMIST VENTURES LLC CRD 337808 | New York, NY | Advisory firm LLC | $311.3M | 1 advisors | Percentage of AUM | View | |
| CRAVENS & COMPANY WEALTH MANAGEMENT CRD 130071 | Cookeville, TN | Advisory firm LLC | $311.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K INVESTMENT PROFESSIONALS CRD 282495 | Waunakee, WI | Advisory firm LLC | $311.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MALAGA COVE CAPITAL, LLC CRD 146959 | Palos Verdes Estates, CA | Advisory firm LLC | $310.9M | 3 advisors | Percentage of AUM | View | |
| SPRING MOUNTAIN CAPITAL, LP CRD 119126 | New York, NY | Advisory firm LP | $310.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TRP CAPITAL ADVISORS VI, LLC CRD 329787 | Birmingham, MI | Advisory firm LLC | $310.8M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WAYPOINT CAPITAL PARTNERS, LLC CRD 333573 | Stamford, CT | Advisory firm LLC | $310.7M | 7 advisors | Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY | View | |
| PROSPECT HILL GROWTH PARTNERS, L.P. CRD 171462 | Waltham, MA | Advisory firm LP | $310.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| EXCEL WEALTH MANAGEMENT, LLC CRD 299602 | Manchester, CT | Advisory firm LLC | $310.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O15 CAPITAL PARTNERS, LLC CRD 328464 | Atlanta, GA | Advisory firm LLC | $310.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KENSINGTON INVESTMENT COUNSEL CRD 108012 | Long Beach, CA | Advisory firm LLC | $310.2M | 4 advisors | Percentage of AUM | View | |
| PTM WEALTH MANAGEMENT, LLC CRD 308944 | North Wales, PA | Advisory firm LLC | $310.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVICTA ADVISORS LLC CRD 298868 | Oakmont, PA | Advisory firm LLC | $310.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHESAPEAKE FINANCIAL ADVISORS CRD 120139 | Towson, MD | Advisory firm LLC | $310.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NRI WEALTH MANAGEMENT, LLC CRD 162234 | Santa Clara, CA | Advisory firm LLC | $309.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMEGA WEALTH MANAGEMENT LLC CRD 132580 | Arlington, VA | Advisory firm LLC | $309.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVANT PARTNERS, LLC CRD 312567 | San Mateo, CA | Advisory firm LLC | $309.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS EQUITY PARTNERS CRD 282022 | Jackson, WY | Advisory firm LLC | $309.4M | 2 advisors | Percentage of AUM; Performance-based fees | View |