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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 | |||||
|---|---|---|---|---|---|---|---|
| HERITAGE ASSET ADVISORS LTD., LLP CRD 144125 | LA | Advisory firm LLP | $306.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BEXIL ADVISERS LLC CRD 154387 | Walpole, NH | Advisory firm LLC | $306.6M | 3 advisors | Percentage of AUM | View | |
| FIDELIS IM CRD 162985 | Medford, OR | Advisory firm LLC | $306.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HENDERSHOTT WEALTH MANAGEMENT, LLC CRD 170839 | Fishers, IN | Advisory firm LLC | $305.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAINEER PARTNERS MANAGEMENT, LLC CRD 163089 | New York, NY | Advisory firm LLC | $305.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND CAPITAL SOLUTIONS LLC CRD 311034 | IL | Advisory firm LLC | $305.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VARRA FINANCIAL CRD 324044 | Louisville, CO | Advisory firm LLC | $305.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LEAP WEALTH MANAGEMENT CRD 152253 | Dallas, TX | Advisory firm LLC | $305.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KEELER THOMAS MANAGEMENT LLC CRD 109522 | Orem, UT | Advisory firm LLC | $305.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STABLEFORD CAPITAL LLC CRD 173383 | Scottsdale, AZ | Advisory firm LLC | $305.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARUS WEALTH ADVISORS, LLC CRD 281160 | Peoria, AZ | Advisory firm LLC | $305.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM FUNDS ADVISOR LLC CRD 136481 | Albany, NY | Advisory firm LLC | $305.1M | 7 advisors | Percentage of AUM | View | |
| OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC CRD 297976 | New York, NY | Advisory firm LLC | $305.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARTA WEALTH PARTNERS CRD 318036 | Charlotte, NC | Advisory firm Partnership | $305.0M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTEGRITY WEALTH LLC CRD 330809 | Eugene, OR | Advisory firm LLC | $304.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TEMERITY STRATEGIC PARTNERS CRD 333815 | Chicago, IL | Advisory firm LLC | $304.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| EMC CAPITAL ADVISORS, LLC CRD 169296 | Bannockburn, IL | Advisory firm LLC | $304.7M | 4 advisors | Percentage of AUM | View | |
| BROADVIEW WEALTH PARTNERS CRD 335028 | Boulder, CO | Advisory firm LLC | $304.7M | 7 advisors | Percentage of AUM | View | |
| BLACK CYPRESS CAPITAL CRD 151100 | SC | Advisory firm LLC | $304.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LOGICA CAPITAL ADVISERS, LLC CRD 168906 | Los Angeles, CA | Advisory firm LLC | $304.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WEST INVEST CRD 327641 | Bellingham, WA | Advisory firm LLC | $304.5M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| NAUTILUS ADVISORS LLC CRD 154169 | La Jolla, CA | Advisory firm LLC | $304.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MD FINANCIAL ADVISORS / VESTMENT FINANCIAL CRD 168771 | Chanhassen, MN | Advisory firm LLC | $304.3M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THRYVE WEALTH MANAGEMENT CRD 335920 | Santa Barbara, CA | Advisory firm LLC | $304.0M | 4 advisors | Percentage of AUM | View |