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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 | |||||
|---|---|---|---|---|---|---|---|
| MEMBERS WEALTH LLC CRD 323778 | Media, PA | Advisory firm LLC | $279.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NUCLEO CAPITAL LTDA. CRD 287719 | Sao Paulo, Sp | Advisory firm Other (specify) | $279.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGGINS & SCHMIDT WEALTH STRATEGIES LLC CRD 286063 | Denver, CO | Advisory firm LLC | $279.5M | 3 advisors | Percentage of AUM | View | |
| AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC CRD 301331 | Los Angeles, CA | Advisory firm LLC | $279.3M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| EUREKA EQUITY PARTNERS CRD 159236 | Philadelphia, PA | Advisory firm LP | $279.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KINTAYL CAPITAL LP CRD 331471 | New York, NY | Advisory firm LP | $279.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHLEGEL DUNN LLC CRD 337990 | Plano, TX | Advisory firm LLC | $279.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COTTONWOOD WEALTH STRATEGIES, LLC CRD 311272 | Salt Lake City, UT | Advisory firm LLC | $279.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FS TACTICAL ADVISOR, LLC CRD 300214 | Philadelphia, PA | Advisory firm LLC | $278.8M | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| AQUILANT ADVISORS CRD 282953 | St.. Louis, MO | Advisory firm LLC | $278.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MILLENNIAL WEALTH CRD 289970 | CA | Advisory firm LLC | $278.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUPERBLOOM PARTNERS CRD 330218 | Venice, CA | Advisory firm LLC | $278.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HOLISTIC WEALTH ADVISORS CRD 332918 | Clifton Park, NY | Advisory firm LLC | $278.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| VERITY WEALTH ADVISORS, LLC CRD 126742 | Sausalito, CA | Advisory firm LLC | $278.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORT HENRY CAPITAL, LLC CRD 168695 | Wheeling, WV | Advisory firm LLC | $278.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEXINGTON HILL PARTNERS, LLC CRD 301810 | Dallas, TX | Advisory firm LLC | $278.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GUARDIAN ASSET ADVISORS, LLC CRD 144958 | Mechanicsburg, PA | Advisory firm LLC | $278.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON CAPITAL, LLC CRD 286316 | Cedar Rapids, IA | Advisory firm LLC | $278.3M | 5 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SPECTRUM FINANCIAL MANAGEMENT CRD 127746 | San Rafael, CA | Advisory firm Sole prop | $278.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FUTURE POSITIVE CRD 309644 | New York, NY | Advisory firm LLC | $278.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FORONJY FINANCIAL CRD 332380 | Santa Barbara, CA | Advisory firm LLC | $278.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDTOWN INVESTMENT ADVISORS LLC CRD 316137 | Miami, FL | Advisory firm LLC | $278.0M | 2 advisors | Percentage of AUM | View | |
| AUSPICIOUS FINANCIAL PLANNING, LLC CRD 297962 | San Ramon, CA | Advisory firm LLC | $278.0M | 1 advisors | Percentage of AUM | View | |
| OASIS ADVISORS CRD 335555 | Forest City, IA | Advisory firm LLC | $277.7M | 22 advisors | Percentage of AUM; Fixed fees | View |