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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 | |||||
|---|---|---|---|---|---|---|---|
| WILKINS MILLER WEALTH MANAGEMENT, LLC CRD 162222 | Mobile, AL | Advisory firm LLC | $257.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IKE CAPITAL, LLC CRD 132473 | NY | Advisory firm LLC | $257.4M | 3 advisors | Percentage of AUM | View | |
| DOGWOOD WEALTH MANAGEMENT, LLC CRD 317580 | Lenexa, KS | Advisory firm LLC | $257.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TEXAS FAMILY WEALTH, LLC CRD 327332 | Friendswood, TX | Advisory firm LLC | $257.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INDEPENDENT ACCESS PARTNERS, LLC CRD 305842 | Hunt Valley, MD | Advisory firm LLC | $256.9M | 3 advisors | Percentage of AUM | View | |
| RED SPRUCE CAPITAL, LLC CRD 158720 | Berwyn, PA | Advisory firm LLC | $256.9M | 4 advisors | Percentage of AUM | View | |
| FINANCIAL ADVISORY SERVICES, LLC CRD 122053 | Hanover, PA | Advisory firm LLC | $256.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONE PINE FINANCIAL PARTNERS CRD 175287 | Media, PA | Advisory firm LLC | $256.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FRONTAURA CAPITAL LLC CRD 162237 | Chicago, IL | Advisory firm LLC | $256.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| 6TH STREET ADVISORS, LLC CRD 156623 | Daphne, AL | Advisory firm LLC | $256.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVICENE CRD 339617 | New York, NY | Advisory firm LP | $256.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ZEPHYR MANAGEMENT, L.P. CRD 129683 | New York, NY | Advisory firm LP | $256.3M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARGO WEALTH ADVISORY, LLC CRD 334041 | Mclean, VA | Advisory firm LLC | $256.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA ADVISORS, LLC CRD 118107 | Richmond, VA | Advisory firm LLC | $256.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASILIO LEITCH INVESTMENTS CRD 173152 | Walnut Creek, CA | Advisory firm LLC | $256.0M | 4 advisors | Percentage of AUM | View | |
| SONOMA WEST ADVISORS CRD 138687 | CA | Advisory firm LLC | $255.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAKSTONE FINANCIAL ADVISORS CRD 127635 | Chevy Chase, MD | Advisory firm LLC | $255.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUIRFIELD WEALTH ADVISORS LLC CRD 316071 | Charlotte, NC | Advisory firm LLC | $255.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DELAWARE WEALTH PLANNERS CRD 306818 | Wilmington, DE | Advisory firm LLC | $255.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INCEPTIV CRD 310133 | Culver City, CA | Advisory firm LP | $255.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERNATIONAL PRIVATE WEALTH ADVISORS LLC CRD 323032 | San Diego, CA | Advisory firm LLC | $255.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SORENSON IMPACT ADVISORY CRD 324124 | Salt Lake City, UT | Advisory firm LLC | $255.1M | 2 advisors | Percentage of AUM | View | |
| SECURED RETIREMENT ADVISORS, LLC CRD 144239 | St. Louis Park, MN | Advisory firm LLC | $255.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARRISON MURPHY WEALTH MANAGEMENT, LLC CRD 298004 | NY | Advisory firm LLC | $255.1M | 2 advisors | Percentage of AUM | View |