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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 | |||||
|---|---|---|---|---|---|---|---|
| CASSADY WEALTH & RETIREMENT PLANNING L.L.C. CRD 309710 | Henderson, NV | Advisory firm LLC | $292.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FIVE CORNERS FINANCIAL SERVICES CRD 338120 | Easton, MA | Advisory firm Sole prop | $292.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EFINANCIAL ALLIANCE, LLC CRD 161352 | Franklin, TN | Advisory firm LLC | $291.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCNAUGHTON WEALTH MANAGEMENT, LLC CRD 300330 | San Diego, CA | Advisory firm LLC | $291.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HATCH COVE CAPITAL, LLC CRD 324472 | IL | Advisory firm LLC | $291.5M | 2 advisors | Percentage of AUM | View | |
| MILLINGTON FINANCIAL ADVISORS, LLC CRD 156315 | Naperville, IL | Advisory firm LLC | $291.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| IDIRECT PRIVATE CREDIT ADVISORS LLC CRD 333824 | New York, NY | Advisory firm LLC | $290.9M | 21 advisors | Percentage of AUM | View | |
| EPIQ PARTNERS, LLC CRD 165139 | Minneapolis, MN | Advisory firm LLC | $290.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTBEV CRD 325508 | Chicago, IL | Advisory firm LP | $290.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VIVID WEALTH MANAGEMENT, LLC CRD 322974 | West Des Moines, IA | Advisory firm LLC | $290.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| NEW RHEIN HEALTHCARE INVESTORS LLC CRD 300842 | Philadelphia, PA | Advisory firm LLC | $290.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCRETIVE WEALTH MANAGEMENT, LLC CRD 164341 | San Ramon, CA | Advisory firm LLC | $290.7M | 3 advisors | Percentage of AUM | View | |
| LEIGH BALDWIN & CO., LLC CRD 38751 | Cazenovia, NY | Advisory firm LLC | $290.6M | 16 advisors | Percentage of AUM; SOLICITOR/REFERRAL FEES FROM OTHER RIA'S | View | |
| MARTIN CAPITAL PARTNERS, LLC CRD 153452 | Eugene, OR | Advisory firm LLC | $290.5M | 4 advisors | Percentage of AUM | View | |
| ASPIRE WEALTH ARCHITECTS CRD 297090 | Wexford, PA | Advisory firm LLC | $290.3M | 3 advisors | Percentage of AUM | View | |
| MBIA CAPITAL ADVISORS CRD 154255 | Cincinnati, OH | Advisory firm LLC | $290.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GIMBAL FINANCIAL, LLC CRD 159003 | Carmel, IN | Advisory firm LLC | $290.0M | 4 advisors | Percentage of AUM | View | |
| RETIREMENT PORTFOLIOS, LLC CRD 330289 | Lawrence, KS | Advisory firm LLC | $290.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIFC PRIVATE CREDIT MANAGEMENT LLC CRD 334020 | Miami, FL | Advisory firm LLC | $289.9M | 89 advisors | Percentage of AUM; Performance-based fees | View | |
| POMONA WEALTH MANAGEMENT, LLC CRD 329171 | WA | Advisory firm LLC | $289.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LITFUND CRD 330517 | Mill Valley, CA | Advisory firm LLC | $289.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ONE STONE PARTNERS L.L.C. CRD 163742 | Miami, FL | Advisory firm LLC | $289.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUEFIN FINANCIAL CRD 288375 | Moorestown, NJ | Advisory firm LLC | $289.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATCHTOWER ADVISORS, LP CRD 299887 | Old Greenwich, CT | Advisory firm LP | $289.5M | 3 advisors | Percentage of AUM; Performance-based fees | View |