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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 | |||||
|---|---|---|---|---|---|---|---|
| AIM CAPITAL CRD 165183 | Scottsdale, AZ | Advisory firm LLP | $309.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MERIWETHER WEALTH & PLANNING, LLC CRD 310713 | Minden, LA | Advisory firm LLC | $308.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGY FINANCIAL PARTNERS, LLC CRD 305287 | Denver, CO | Advisory firm LLC | $308.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CHRONOMETER PARTNERS LP CRD 339929 | Pittsburgh, PA | Advisory firm LP | $308.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON WEALTHCARE LLC CRD 312556 | Raleigh, NC | Advisory firm LLC | $308.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MERIT FINANCIAL PARTNERS LLC CRD 141359 | Maspeth, NY | Advisory firm LLC | $308.2M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KOTYS WEALTH PROFESSIONALS CRD 168156 | Valparaiso, IN | Advisory firm LLC | $308.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S SQUARED TECHNOLOGY, LLC CRD 124441 | FL | Advisory firm LLC | $308.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLSQUARE WEALTH MANAGEMENT, LLC CRD 153591 | Albany, NY | Advisory firm LLC | $307.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATIONS WEALTH, LLC CRD 173352 | Cincinnati, OH | Advisory firm LLC | $307.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GENTRY PRIVATE WEALTH CRD 323208 | Wichita, KS | Advisory firm LLC | $307.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROVE MOUNTAIN PARTNERS, LLC CRD 322303 | Atlanta, GA | Advisory firm LLC | $307.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS WEALTH MANAGEMENT, LLC CRD 156482 | Atlanta, GA | Advisory firm LLC | $307.7M | 2 advisors | Percentage of AUM | View | |
| PREPARED RETIREMENT INSTITUTE LLC CRD 309663 | Montgomeryville, PA | Advisory firm LLC | $307.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DUNBAR ASSOCIATES, LLC CRD 323134 | Monroe, CT | Advisory firm LLC | $307.5M | 2 advisors | Percentage of AUM | View | |
| COMMONS CAPITAL, LLC CRD 165738 | Needham, MA | Advisory firm LLC | $307.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| EASTBAY CAPITAL CRD 166947 | — | Advisory firm LLC | $307.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVERPEAK REAL ESTATE PARTNERS L.P. CRD 156018 | New York, NY | Advisory firm LP | $307.1M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| KEVIN M. GIBNEY AND COMPANY, LLC CRD 151879 | Iselin, NJ | Advisory firm LLC | $306.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FENWAY PARTNERS, LLC CRD 160630 | Westerly, RI | Advisory firm LLC | $306.8M | 2 advisors | Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER | View | |
| CRAFT & SAGE WEALTH CRD 323565 | Kansas City, MO | Advisory firm LLC | $306.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD SQUARE MANAGEMENT, LLC CRD 127888 | Greenwich, CT | Advisory firm LLC | $306.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| EKANTA WEALTH ADVISORS LLC CRD 282031 | Coconut Grove, FL | Advisory firm LLC | $306.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GFG SOLUTIONS CRD 331977 | Orlando, FL | Advisory firm LLC | $306.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |