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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 | |||||
|---|---|---|---|---|---|---|---|
| VILA, LLC CRD 307186 | San Francisco, CA | Advisory firm LLC | $286.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRITONPOINT PARTNERS, LLC CRD 333259 | Chevy Chase, MD | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAU ADVISORS CRD 301667 | Miami, FL | Advisory firm LLC | $286.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JIM SAULNIER & ASSOCIATES, LLC CRD 169889 | Fort Collins, CO | Advisory firm LLC | $286.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAKER FINANCIAL SERVICES CRD 121534 | Annapolis, MD | Advisory firm LLC | $286.3M | 2 advisors | Percentage of AUM | View | |
| LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES CRD 105835 | Houston, TX | Advisory firm Sole prop | $286.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| SYNCHRONOUS WEALTH ADVISORS LLC CRD 317161 | CA | Advisory firm LLC | $286.1M | 3 advisors | Hourly charges; Fixed fees | View | |
| PRESTON WEALTH ADVISORS, LLC. CRD 165983 | Reston, VA | Advisory firm LLC | $286.0M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GRIDIRON PARTNERS, LLC CRD 300920 | Wexford, PA | Advisory firm LLC | $285.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOLD MEDAL WATERS, INC. CRD 132294 | CO | Advisory firm Other (specify) | $285.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EDEN GLOBAL ADVISORS LLC CRD 317761 | New York, NY | Advisory firm LLC | $285.6M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKTRUST WEALTH ADVISORS, LLC CRD 170827 | MA | Advisory firm LLC | $285.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENCAP WEALTH COACHING CRD 166130 | South Jordan, UT | Advisory firm LLC | $285.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FINANCIAL PLANNERS CRD 310168 | Salem, OR | Advisory firm LLC | $284.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OAK ADVISORS, LLC CRD 137192 | Bluffton, SC | Advisory firm LLC | $284.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OATH PLANNING, LLC CRD 299187 | Tulsa, OK | Advisory firm LLC | $284.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND STEWARDSHIP, LLC CRD 129755 | Overland Park, KS | Advisory firm LLC | $284.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FULL IN PARTNERS CRD 309967 | New York, NY | Advisory firm LLC | $284.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BENNINGFIELD FINANCIAL ADVISORS, LLC CRD 134950 | San Francisco, CA | Advisory firm LLC | $284.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMIAN CAPITAL CRD 288137 | MO | Advisory firm LLC | $284.3M | 1 advisors | Percentage of AUM | View | |
| CANE CAPITAL PARTNERS, LLC CRD 337468 | Saint Francisville, LA | Advisory firm LLC | $284.1M | 4 advisors | Percentage of AUM | View | |
| BESPOKE ADVISORY CRD 323909 | Evergreen, CO | Advisory firm LLC | $284.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| M2G VENTURES LLC CRD 322399 | Fort Worth, TX | Advisory firm LLC | $284.0M | 15 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GRIFFIN FAMILY PARTNERS, LLC CRD 285042 | TN | Advisory firm LLC | $283.9M | 1 advisors | Percentage of AUM; Fixed fees | View |