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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 | |||||
|---|---|---|---|---|---|---|---|
| CW INDUSTRIAL PARTNERS, LLC CRD 160408 | Cleveland, OH | Advisory firm LLC | $283.9M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MERIDIAN FINANCIAL ADVISORS, LLC CRD 119679 | Holliston, MA | Advisory firm LLC | $283.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FDI WEALTH MANAGEMENT, LLC CRD 292050 | Miami, FL | Advisory firm LLC | $283.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KAIZEN FINANCIAL ADVISORS, LLC CRD 155353 | Kirkland, WA | Advisory firm LLC | $283.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCORATO CRD 322695 | Boise, ID | Advisory firm LLC | $283.7M | 6 advisors | Percentage of AUM; CONTRACTUAL PAYMENT FOR ADVISOR EDUCATION/CONSULTING SERVICES | View | |
| HESEN & HASLAM CRD 286235 | Woodland Hills, CA | Advisory firm LLC | $283.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERISAIL PARTNERS, LLC CRD 153751 | Chamblee, GA | Advisory firm LLC | $283.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DAUNTLESS CAPITAL PARTNERS LLC CRD 322380 | Houston, TX | Advisory firm LLC | $283.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC CRD 295339 | San Diego, CA | Advisory firm LLC | $283.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACE OF MIND WEALTH MANAGEMENT CRD 317067 | Raleigh, NC | Advisory firm LLC | $283.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VERGEPOINTE WEALTH MANAGEMENT, LLC CRD 151425 | Lake Oswego, OR | Advisory firm LLC | $283.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOK CAPITAL CRD 130919 | Brookfield, WI | Advisory firm Other (specify) | $283.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE WEALTH MANAGEMENT LLC CRD 285693 | Oak Brook, IL | Advisory firm LLC | $283.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVINGTONALSINA CRD 326810 | Jacksonville, FL | Advisory firm LLC | $282.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENDULUM WEALTH PARTNERS CRD 335762 | Itasca, IL | Advisory firm LLC | $282.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| TRILINC ADVISORS, LLC CRD 166194 | Manhattan Beach, CA | Advisory firm LLC | $282.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKTREE ADVISORS LLC CRD 168271 | Coopersburg, PA | Advisory firm LLC | $282.8M | 3 advisors | Percentage of AUM; TRUST SERVICES | View | |
| WEST HORIZON CAPITAL CRD 337734 | Princeton, NJ | Advisory firm LLC | $282.8M | 1 advisors | Percentage of AUM | View | |
| CYPRESS WEALTH MANAGEMENT CRD 324524 | Oakbrook Terrace, IL | Advisory firm LLC | $282.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSBRIDGE INVESTMENT PARTNERS LLC CRD 336502 | Las Vegas, NV | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAR CREEK FUND ADVISORS LLC CRD 329844 | Denver, CO | Advisory firm LLC | $282.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FCIG WEALTH MANAGEMENT, LLC CRD 329906 | Plainfield, CT | Advisory firm LLC | $282.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL ADVISORS LLC CRD 109131 | Fort Wayne, IN | Advisory firm LLC | $282.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEATRICE ADVISORS LP CRD 332668 | New York, NY | Advisory firm LP | $282.3M | 6 advisors | Percentage of AUM; Fixed fees | View |