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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 | |||||
|---|---|---|---|---|---|---|---|
| HERITAGE HOLDING CRD 331677 | Boston, MA | Advisory firm LP | $277.7M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| UNIVERSAL FINANCIAL ADVISORS, LLC CRD 318392 | St.. Louis, MO | Advisory firm LLC | $277.5M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| TEUCRIUM INVESTMENT ADVISORS, LLC CRD 318799 | Burlington, VT | Advisory firm LLC | $277.4M | 5 advisors | Percentage of AUM | View | |
| HBE WEALTH MANAGEMENT, LLC CRD 128315 | Lincoln, NE | Advisory firm LLC | $277.4M | 5 advisors | Percentage of AUM | View | |
| PLANGUIDE FINANCIAL CRD 329089 | Southlake, TX | Advisory firm LLC | $277.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILMINGTON CAPITAL SECURITIES, LLC CRD 133839 | Garden City, NY | Advisory firm LLC | $277.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| JOHKIM CAPITAL PARTNERS MANAGEMENT LLC CRD 289512 | Dallas, TX | Advisory firm LLC | $277.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE RETIREMENT GUYS FORMULA CRD 168561 | Maumee, OH | Advisory firm LLC | $276.9M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WALLEYE PARTNERS LLC CRD 333435 | Madison, WI | Advisory firm LLC | $276.7M | 3 advisors | Percentage of AUM | View | |
| VIBURNUM FUNDS PTY LTD CRD 174628 | Nedlands, TX | Advisory firm LLC | $276.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| HAZELVIEW SECURITIES (US) LLC CRD 174811 | New York, NY | Advisory firm LLC | $276.3M | 9 advisors | Percentage of AUM | View | |
| EPISTEME CAPITAL CRD 167678 | London | Advisory firm LLP | $276.2M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| CWP PRIVATE WEALTH MANAGEMENT CRD 281520 | West Bend, WI | Advisory firm LLC | $276.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.H. LANE PARTNERS, LP CRD 282383 | New York, NY | Advisory firm LP | $276.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORRIDOR CAPITAL, LLC CRD 160922 | Los Angeles, CA | Advisory firm LLC | $276.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OASIS WEALTH PLANNING ADVISORS CRD 285474 | AL | Advisory firm LLC | $275.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRADEWELL TAX & FINANCIAL CRD 332473 | Fort Wayne, IN | Advisory firm LLC | $275.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AFC MANAGEMENT, LLC CRD 311281 | West Palm Beach, FL | Advisory firm LLC | $275.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL PLANNING, LLC CRD 117205 | Windham, NH | Advisory firm LLC | $275.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| KUBHERA ENTERPRISES LLC CRD 151619 | Princeton, NJ | Advisory firm LLC | $275.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLARENDON CAPITAL, LLC CRD 298698 | Tysons, VA | Advisory firm LLC | $275.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| KAI WEALTH LLC CRD 332136 | Chicago, IL | Advisory firm LLC | $275.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KLAFF REALTY, LP CRD 265787 | Chicago, IL | Advisory firm LP | $275.0M | 2 advisors | Fixed fees · Performance-based fees +1 more | View | |
| ROSEROCK WEALTH MANAGEMENT, LLC CRD 288088 | Dallas, TX | Advisory firm LLC | $275.0M | 2 advisors | Percentage of AUM; Fixed fees | View |