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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL DESIGNS WEALTH MANAGEMENT CRD 314520 | Miami, FL | Advisory firm LLC | $261.2M | 4 advisors | Percentage of AUM | View | |
| PREVAIL WEALTH MANAGEMENT CRD 164532 | Kirkland, WA | Advisory firm LLC | $260.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUSTWELL FINANCIAL ADVISORS, LLC CRD 108426 | Jacksonville, FL | Advisory firm LLC | $260.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIAWEALTH, LLC CRD 309043 | Leawood, KS | Advisory firm LLC | $260.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GLR PARTNERS CRD 334902 | Columbia, MD | Advisory firm LLC | $260.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DCM ADVISORS, LLC CRD 126248 | New York, NY | Advisory firm LLC | $260.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCO GLOBAL MANAGEMENT, LLC CRD 287921 | Guaynabo, PR | Advisory firm LLC | $260.4M | 1 advisors | Fixed fees · Performance-based fees +1 more | View | |
| NANTUCKET MULTI MANAGERS, LLC CRD 129024 | Bloomfield Hills, MI | Advisory firm LLC | $260.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BRENDEL FINANCIAL ADVISORS LLC CRD 288927 | Hanover, NH | Advisory firm LLC | $260.2M | 2 advisors | Percentage of AUM | View | |
| VISTICA WEALTH ADVISORS, LLC CRD 147297 | Carlsbad, CA | Advisory firm LLC | $260.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RFM FINANCIAL SOLUTIONS, LLC CRD 124468 | Mt. Pleasant, MI | Advisory firm LLC | $260.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENSTONE BELT WEALTH ADVISORS, LLC CRD 335862 | Chicago, IL | Advisory firm LLC | $260.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCHETYPE ADVISORS, LLC CRD 156527 | Doylestown, PA | Advisory firm LLC | $260.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC CRD 125689 | Clifton Park, NY | Advisory firm LLC | $260.0M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| NAPATREE CAPITAL LLC CRD 292776 | Westerly, RI | Advisory firm LLC | $260.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1876 PARTNERS, LP CRD 329053 | Tomball, TX | Advisory firm LP | $260.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GREY ROCK ENERGY MANAGEMENT, LLC CRD 170956 | Dallas, TX | Advisory firm LLC | $259.9M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ERA GLOBAL TECHNOLOGIES CRD 339601 | New York, NY | Advisory firm LLC | $259.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CLARK WEALTH PARTNERS, LLC CRD 321757 | O'Fallon, IL | Advisory firm LLC | $259.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINLEY FINANCIAL, LLC CRD 131442 | Las Vegas, NV | Advisory firm LLC | $259.8M | 1 advisors | Percentage of AUM | View | |
| BRIDGE GENERATIONS WEALTH MANAGEMENT CRD 331683 | South Miami, FL | Advisory firm LLC | $259.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PROTEUS, LLC CRD 164085 | Indianapolis, IN | Advisory firm LLC | $259.8M | 3 advisors | Percentage of AUM | View | |
| WOVENEARTH VENTURES, LLC CRD 322556 | Palo Alto, CA | Advisory firm LLC | $259.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGELINE WEALTH PLANNING LLC CRD 307702 | Centerville, OH | Advisory firm LLC | $259.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |