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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 | |||||
|---|---|---|---|---|---|---|---|
| CHURCHILL NCPE ADVISOR LLC CRD 338431 | New York, NY | Advisory firm LLC | $259.5M | 79 advisors | Percentage of AUM; Performance-based fees | View | |
| STORYONE FAMILY OFFICE CRD 331394 | Overland Park, KS | Advisory firm LLC | $259.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BRAEBURN WEALTH MANAGEMENT, LLC CRD 158007 | Muskegon, MI | Advisory firm LLC | $259.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH CONSULTING, LLC CRD 336590 | KS | Advisory firm LLC | $259.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COHEN INVESTMENT ADVISORS, LLC CRD 168595 | Bedford, NH | Advisory firm LLC | $259.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATION WEALTH MANAGEMENT CRD 314604 | MA | Advisory firm LLC | $259.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISHARA INVESTMENTS LP CRD 331869 | Los Angeles, CA | Advisory firm LP | $259.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KURE ADVISORY, LLC CRD 311320 | Plymouth, MN | Advisory firm LLC | $259.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INCLINE GLOBAL MANAGEMENT, LLC CRD 162607 | New York, NY | Advisory firm LLC | $259.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AN EXCEPTIONAL LIFE FINANCIAL, LLC CRD 288742 | Indianapolis, IN | Advisory firm LLC | $258.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVEL WEALTH MANAGEMENT CRD 340306 | Teaneck, NJ | Advisory firm LLC | $258.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHERN LIGHTS ADVISORS, INC. CRD 167824 | Seattle, WA | Advisory firm Other (specify) | $258.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 724 CAPITAL, LLC CRD 318170 | AZ | Advisory firm LLC | $258.9M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| GK WEALTH MANAGEMENT LLC CRD 296847 | Reno, NV | Advisory firm LLC | $258.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAKER INVESTMENTS CRD 119135 | Beachwood, OH | Advisory firm LLC | $258.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL INSTITUTION SERVICES, LLC CRD 145269 | MI | Advisory firm LLC | $258.7M | 2 advisors | Percentage of AUM | View | |
| STEEL TOWER INVESTMENTS CRD 166742 | Pittsburgh, PA | Advisory firm LLC | $258.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUITY WEALTH PARTNERS, LLC CRD 317224 | Independence, MO | Advisory firm LLC | $258.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD FAMILY WEALTH LLC CRD 334013 | Addison, TX | Advisory firm LLC | $258.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BUSH WEALTH MANAGEMENT CRD 304262 | Valdosta, GA | Advisory firm LLC | $258.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOENIG INVESTMENT ADVISORY, LLC CRD 311422 | Ashland, OR | Advisory firm LLC | $258.2M | 3 advisors | Percentage of AUM | View | |
| BRUCE G. ALLEN INVESTMENTS, LLC CRD 287859 | Denver, CO | Advisory firm LLC | $258.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLUSCIOS MANAGEMENT LLC CRD 146761 | Evanston, IL | Advisory firm LLC | $258.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHAEFFER FINANCIAL LLC CRD 133697 | Rockville, MD | Advisory firm LLC | $257.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View |