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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 | |||||
|---|---|---|---|---|---|---|---|
| MAGNOLIA PRIVATE WEALTH, LLC CRD 324102 | Philadelphia, PA | Advisory firm LLC | $272.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKER FINANCIAL LLC CRD 144293 | Silverdale, WA | Advisory firm LLC | $272.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND MARK PARTNERS, LLC CRD 169037 | Greenwich, CT | Advisory firm LLC | $272.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BULL STREET ADVISORS CRD 304058 | Savannah, GA | Advisory firm LLC | $271.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRIANGLE PEAK PARTNERS, LP CRD 147917 | Palo Alto, CA | Advisory firm Partnership | $271.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVANCED RETIREMENT SOLUTIONS, LLC CRD 288022 | CA | Advisory firm LLC | $271.9M | 1 advisors | Fixed fees; FEES FOR PENSION CONSULTING SERVICES | View | |
| CROSSGATE WEALTH ADVISORS, LLC CRD 121856 | Newtown, PA | Advisory firm LLC | $271.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATIONAL PRIVATE WEALTH CRD 324954 | DC | Advisory firm LLC | $271.9M | 3 advisors | Percentage of AUM | View | |
| TAILORED WEALTH SOLUTIONS CRD 340266 | Saratoga Springs, NY | Advisory firm LLC | $271.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUE VISION FINANCIAL ADVISORS CRD 322783 | Woodbury, MN | Advisory firm LLC | $271.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAHLFS CAPITAL, LLC CRD 127425 | TX | Advisory firm LLC | $271.6M | 1 advisors | Percentage of AUM | View | |
| SK ADVISOR NETWORK, LLC CRD 317533 | Plano, TX | Advisory firm LLC | $271.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE BLUE FINANCIAL, LLC CRD 310841 | Stevensville, MI | Advisory firm LLC | $271.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EASTGATE CAPITAL ADVISORS LLC CRD 220511 | Winnetka, IL | Advisory firm LLC | $271.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PALISADES INVESTMENT PARTNERS, LLC CRD 128173 | El Segundo, CA | Advisory firm LLC | $271.0M | 1 advisors | Percentage of AUM | View | |
| BAYPOINTE PARTNERS, LLC CRD 331273 | Stamford, CT | Advisory firm LLC | $270.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PAN GLOBAL ADVISERS, LLC CRD 301863 | Newport Beach, CA | Advisory firm LLC | $270.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL FUTURES CRD 128900 | Brielle, NJ | Advisory firm LLC | $270.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE INVESTOR CLUB LLC CRD 307512 | FL | Advisory firm LLC | $270.5M | 1 advisors | Percentage of AUM | View | |
| PROTA FINANCIAL CRD 283776 | Houston, TX | Advisory firm LLC | $270.4M | 13 advisors | Percentage of AUM | View | |
| FOUNDATION ENERGY MANAGEMENT CRD 161141 | Addison, TX | Advisory firm LLC | $270.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CORPS CAPITAL ADVISORS, LLC CRD 304643 | Southlake, TX | Advisory firm LLC | $270.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS CRD 284992 | Dallas, TX | Advisory firm LLC | $270.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BERINGEA, LLC CRD 161803 | Farmington Hills, MI | Advisory firm LLC | $269.9M | 5 advisors | Percentage of AUM | View |