Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| COASTAL INVESTMENT COMPANY, LLC CRD 322164 | Winter Park, FL | Advisory firm LLC | $262.9M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEWIS & CLARK PARTNERS, LLC CRD 299686 | St.. Louis, MO | Advisory firm LLC | $262.9M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| NERDWALLET WEALTH PARTNERS, LLC CRD 337328 | New York, NY | Advisory firm LLC | $262.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SEMUS WEALTH PARTNERS, LLC CRD 305758 | Boca Raton, FL | Advisory firm LLC | $262.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALUS FINANCIAL ADVISORS CRD 329882 | AZ | Advisory firm LLC | $262.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KWK MANAGEMENT LLC CRD 131097 | Houston, TX | Advisory firm LLC | $262.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERSTONE FINANCIAL ADVISORY LLC CRD 325012 | Fort Myers, FL | Advisory firm LLC | $262.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STARK WEALTH MANAGEMENT LLC CRD 309422 | Bethlehem, PA | Advisory firm LLC | $262.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HORIZON FINANCIAL SERVICES, LLC CRD 158798 | Winston Salem, NC | Advisory firm LLC | $262.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLESTON FINANCIAL ADVISORS, LLC CRD 137536 | Charleston, SC | Advisory firm LLC | $262.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCION IMPACT MANAGEMENT LLC CRD 319191 | Washington, DC | Advisory firm LLC | $262.2M | 12 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| 5C ADVISOR CRD 330565 | New York, NY | Advisory firm LLC | $262.2M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TEAM FINANCIAL STRATEGIES CRD 134104 | Abilene, TX | Advisory firm Other (specify) | $262.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ROOM40 CAPITAL LLC CRD 322436 | New York, NY | Advisory firm LLC | $261.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KIPLINGER WEALTH ADVISORS CRD 116726 | Springboro, OH | Advisory firm LLC | $261.7M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BULL OAK CAPITAL, LLC CRD 170325 | Rancho Santa Fe, CA | Advisory firm LLC | $261.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CONVOY INVESTMENTS, LLC CRD 174969 | DE | Advisory firm LLC | $261.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TANDEM WEALTH ADVISORS CRD 157794 | Phoenix, AZ | Advisory firm LLC | $261.5M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WJ WEALTH MANAGEMENT CRD 170181 | Glendale, AZ | Advisory firm LLC | $261.5M | 2 advisors | Percentage of AUM | View | |
| TILLER PARTNERS, LLC CRD 170429 | Beverly Hills, CA | Advisory firm LLC | $261.5M | 1 advisors | Fixed fees; Performance-based fees | View | |
| SAGE STONE WEALTH MANAGEMENT LLC CRD 155477 | La Jolla, CA | Advisory firm LLC | $261.4M | 3 advisors | Percentage of AUM | View | |
| UTOPIA WEALTH MANAGEMENT, LLC CRD 300266 | Coconut Creek, FL | Advisory firm LLC | $261.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELCO MANAGEMENT COMPANY, LLC CRD 137036 | New York, NY | Advisory firm LLC | $261.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COREPATH WEALTH PARTNERS LLC CRD 299951 | Scottsdale, AZ | Advisory firm LLC | $261.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |