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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 | |||||
|---|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC CRD 152665 | Arden Hills, MN | Advisory firm LLC | $289.3M | 166 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AIGA CAPITAL PARTNERS LLC CRD 311692 | Jersey City, NJ | Advisory firm LLC | $289.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBA CREDIT MANAGEMENT, L.P. CRD 304734 | Conshohocken, PA | Advisory firm LP | $289.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PFG PRIVATE WEALTH MANAGEMENT, LLC CRD 282301 | Lutz, FL | Advisory firm LLC | $289.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACTFOLIO LLC CRD 291716 | Denver, CO | Advisory firm LLC | $288.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHATHAM CAPITAL CRD 160961 | Atlanta, GA | Advisory firm LLC | $288.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| POWER INNOVATION PARTNERS, L.P. CRD 312100 | New York, NY | Advisory firm LP | $288.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENHOUSE WEALTH MANAGEMENT, LLC CRD 283763 | Westport, CT | Advisory firm LLC | $288.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ACADIA INFRASTRUCTURE CAPITAL LP CRD 326032 | New York, NY | Advisory firm LP | $288.6M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YELLOWSTONE CAPITAL PARTNERS CRD 324681 | Gainesville, FL | Advisory firm LLC | $288.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GF CAPITAL ASSET ADVISORS, LLC CRD 160144 | New York, NY | Advisory firm LLC | $288.5M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRACTION FINANCIAL PARTNERS CRD 315215 | Encampment, WY | Advisory firm LLC | $288.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALISADE INFRASTRUCTURE CRD 322412 | New York, NY | Advisory firm LLC | $288.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ECHO WEALTH MANAGEMENT, LLC CRD 174136 | Plymouth, MN | Advisory firm LLC | $288.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVA WEALTH PARTNERS, LLC CRD 168500 | Newtown, PA | Advisory firm LLC | $288.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| MOELIS ASSET CATALYST PARTNERS CRD 327289 | St. Louis, MO | Advisory firm LLC | $288.2M | 4 advisors | Percentage of AUM; REVENUE SHARE FROM UNDERLYING MANAGERS | View | |
| FINANCIAL INDEPENDENCE, LLC CRD 150515 | Warwick, RI | Advisory firm LLC | $288.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIVISE ADVISORY SERVICES LLC CRD 301764 | Franklin, TN | Advisory firm LLC | $287.9M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ONE WEALTH MAP, LLC CRD 171750 | Las Vegas, NV | Advisory firm LLC | $287.4M | 5 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| BURKHOLDER & ASSOCIATES, LLC CRD 313338 | Washington, DC | Advisory firm LLC | $287.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAIZEN FINANCIAL STRATEGIES, LLC CRD 298248 | Pleasanton, CA | Advisory firm LLC | $287.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT CRD 147676 | Brownsburg, IN | Advisory firm LLC | $287.0M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERINI CAPITAL CRD 158540 | Carlsbad, NM | Advisory firm LLC | $287.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALCHEMI WEALTH, LLC CRD 310451 | Essex, CT | Advisory firm LLC | $286.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |