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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 | |||||
|---|---|---|---|---|---|---|---|
| THRIVE RETIREMENT SPECIALISTS CRD 310289 | Royal Oak, MI | Advisory firm LLC | $303.9M | 2 advisors | Fixed fees | View | |
| BRIGHTWATER ADVISORY, LLC CRD 169806 | Tampa, FL | Advisory firm LLC | $303.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUILBAULT CAPITAL CRD 331160 | Metairie, LA | Advisory firm LLC | $303.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEERA INVESTMENTS, LLC CRD 135179 | CA | Advisory firm LLC | $303.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SIDDHI CAPITAL, LLC CRD 314493 | Meridian, ID | Advisory firm LLC | $303.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PENNEY FINANCIAL CRD 282084 | Houston, TX | Advisory firm LLC | $303.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC CRD 114439 | Lebanon, NH | Advisory firm LLC | $303.5M | 2 advisors | Percentage of AUM | View | |
| BECKERMAN WEALTH CRD 142480 | Ocean Grove, NJ | Advisory firm LLC | $303.3M | 4 advisors | Percentage of AUM | View | |
| CLIENTFIRST WEALTH MANAGEMENT, LLC CRD 120286 | Little Rock, AR | Advisory firm LLC | $302.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADVIEW MANAGEMENT, LLC CRD 334073 | St.. Louis, MO | Advisory firm LLC | $302.8M | 13 advisors | Percentage of AUM · Performance-based fees +3 more | View | |
| UNCONVENTIONAL INVESTOR, LLC CRD 317333 | CA | Advisory firm LLC | $302.5M | 2 advisors | Percentage of AUM | View | |
| HARBOUR POINT CAPITAL CRD 226521 | Darien, CT | Advisory firm LP | $302.4M | 4 advisors | Fixed fees; Performance-based fees | View | |
| MASSACHUSETTS WEALTH MANAGEMENT, LLC CRD 160235 | North Andover, MA | Advisory firm LLC | $301.5M | 2 advisors | Percentage of AUM | View | |
| BLUE DIAMOND CAPITAL INVESTMENT ADVISORS CRD 333059 | Provo, UT | Advisory firm LLC | $301.4M | 2 advisors | Hourly charges; Fixed fees | View | |
| SENESCHAL FAMILY OFFICE CRD 131618 | Tacoma, WA | Advisory firm LLC | $301.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAC CAPITAL ADVISORS LLC CRD 116816 | Seattle, WA | Advisory firm LLC | $301.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KINLOCH CAPITAL, LLC CRD 300735 | Glen Allen, VA | Advisory firm LLC | $301.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORD MANAGEMENT SERVICES, LLC CRD 292760 | Summit, NJ | Advisory firm LLC | $301.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVAHEALTH PARTNERS CRD 297788 | New York, NY | Advisory firm LP | $301.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIVENI CAPITAL INVESTMENTS LP CRD 325802 | Stamford, CT | Advisory firm LP | $300.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VITAL WEALTH MANAGEMENT, LLC CRD 156455 | Rosemont, IL | Advisory firm LLC | $300.8M | 1 advisors | Percentage of AUM · Commissions +1 more | View | |
| TRUNORTH ADVISORS CRD 304558 | Greenville, SC | Advisory firm LLC | $300.8M | 8 advisors | Percentage of AUM | View | |
| LIFEINVEST WEALTH MANAGEMENT, LTD CRD 146966 | Miami, FL | Advisory firm Other (specify) | $300.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MICA CREEK CAPITAL LLC CRD 325642 | Steamboat Springs, CO | Advisory firm LLC | $300.5M | 3 advisors | Percentage of AUM; Performance-based fees | View |