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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 | |||||
|---|---|---|---|---|---|---|---|
| CARTER FINANCIAL, LLC CRD 298327 | La Jolla, CA | Advisory firm LLC | $282.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HMS INVESTMENT ADVISORS CRD 149764 | Nashville, TN | Advisory firm LLC | $281.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPERLEAF CAPITAL, LLC CRD 117823 | Clover, SC | Advisory firm LLC | $281.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TRINITY WEALTH ADVISORS LLC CRD 109452 | St.. Louis, MO | Advisory firm LLC | $281.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUCCESSFUL PORTFOLIOS LLC CRD 152429 | Clearwater, FL | Advisory firm LLC | $281.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTITUDE FINANCIAL LLC CRD 313235 | Spokane, WA | Advisory firm LLC | $281.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MILLER AVENUE ADVISORS LLC CRD 313523 | Mill Valley, CA | Advisory firm LLC | $281.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERBEND WEALTH MANAGEMENT, LLC CRD 302031 | Myrtle Beach, SC | Advisory firm LLC | $281.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RCS FINANCIAL PLANNING, LLC CRD 291678 | Annapolis, MD | Advisory firm LLC | $281.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WMS ADVISORS, LLC CRD 122224 | Charlotte, NC | Advisory firm LLC | $280.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| SEVEN HILLS FINANCIAL, LLC CRD 143190 | Tallahassee, FL | Advisory firm LLC | $280.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| PLUSTICK MANAGEMENT LLC CRD 173707 | Charlottesville, VA | Advisory firm LLC | $280.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HARLAN CAPITAL PARTNERS LLC CRD 163718 | Palm Beach, FL | Advisory firm LLC | $280.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WORTH ADVISORS CRD 156564 | Charlotte, NC | Advisory firm LLC | $280.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY FINANCIAL CRD 316723 | Manhattan Beach, CA | Advisory firm LLC | $280.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TIMBERCHASE FINANCIAL, LLC CRD 131205 | Hoover, AL | Advisory firm LLC | $280.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DBS INVESTMENT ADVISERS, LLC CRD 123283 | Bay City, MI | Advisory firm LLC | $280.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKINGSTONE ADVISORS CRD 149592 | Great Barrington, MA | Advisory firm LLC | $280.1M | 2 advisors | Percentage of AUM | View | |
| VICTUS CAPITAL WEALTH CRD 154899 | Santa Monica, CA | Advisory firm LLC | $280.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FATHOM POINT CAPITAL LLC CRD 339729 | San Francisco, CA | Advisory firm LLC | $280.0M | 2 advisors | Performance-based fees; EXCLUSIVITY FEES | View | |
| CONQUIS FINANCIAL LLC CRD 319579 | Millbrae, CA | Advisory firm LLC | $280.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARG PRIVATE WEALTH, LLC CRD 336183 | Cincinnati, OH | Advisory firm LLC | $280.0M | 2 advisors | Percentage of AUM | View | |
| PALADIN WEALTH PARTNERS CRD 285303 | Clive, IA | Advisory firm LLC | $279.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAITH INVESTOR SERVICES CRD 313337 | AZ | Advisory firm LLC | $279.7M | 6 advisors | Percentage of AUM | View |