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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 | |||||
|---|---|---|---|---|---|---|---|
| ADDICUS ADVISORY, LLC CRD 282244 | Tupelo, MS | Advisory firm LLC | $274.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| CUSHING CAPITAL PARTNERS, LLC CRD 313497 | Delafield, WI | Advisory firm LLC | $274.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OUELLETTE WEALTH ADVISORY LLC CRD 289242 | Lexington, MA | Advisory firm LLC | $274.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPASSO PLANNING PARTNERS LLC CRD 294673 | Charleston, SC | Advisory firm LLC | $274.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSION HILLS FINANCIAL ADVISORY LLC CRD 328516 | San Diego, CA | Advisory firm LLC | $274.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRONOS WEALTH MANAGEMENT, L.L.C. CRD 299782 | Clearwater, FL | Advisory firm LLC | $274.0M | 2 advisors | Percentage of AUM | View | |
| LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC CRD 144200 | Lubbock, TX | Advisory firm LLC | $274.0M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOCEO WEALTH, LLC CRD 310415 | Meridian, ID | Advisory firm LLC | $274.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEWEALTH FINANCIAL PARTNERS CRD 316079 | Bellevue, WA | Advisory firm LLC | $273.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INTERALPEN PARTNERS, LLC CRD 315587 | Omaha, NE | Advisory firm LLC | $273.7M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHAPEL BRIDGE WEALTH ADVISORS CRD 313295 | San Juan, PR | Advisory firm LLC | $273.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY CAPITAL CRD 332184 | The Woodlands, TX | Advisory firm LLC | $273.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALOR FINANCIAL SERVICES, LLC CRD 309377 | Knoxville, TN | Advisory firm LLC | $273.3M | 2 advisors | Percentage of AUM | View | |
| TFP MANAGEMENT, LLC CRD 313543 | Bettendorf, IA | Advisory firm LLC | $273.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLUESTONE WEALTH MANAGEMENT LLC CRD 137959 | Keene, NH | Advisory firm LLC | $272.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KNOX WEALTH PARTNERS ADVISORY CRD 288580 | Knoxville, TN | Advisory firm LLC | $272.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSCIOUS WEALTH INVESTMENTS, LLC CRD 319143 | Atlanta, GA | Advisory firm LLC | $272.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH SHORE CAPITAL ADVISORS, LLC CRD 142915 | Boston, MA | Advisory firm LLC | $272.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT STRATEGIES, LTD. CRD 163701 | Dublin, OH | Advisory firm LLC | $272.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| E. A. HORWITZ LLC CRD 165561 | Deerfield, IL | Advisory firm LLC | $272.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| NOLET WEALTH MANAGEMENT, LLC CRD 329186 | Fort Worth, TX | Advisory firm LLC | $272.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLIANCE WEALTH MANAGEMENT PARTNERS LLC CRD 313195 | Knoxville, TN | Advisory firm LLC | $272.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMELOT PORTFOLIOS, LLC CRD 145918 | Maumee, OH | Advisory firm LLC | $272.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRSTMETRIC CRD 289483 | Troy, MI | Advisory firm LLC | $272.1M | 1 advisors | Fixed fees | View |