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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 | |||||
|---|---|---|---|---|---|---|---|
| PATHWISE CRD 174215 | Walnut Creek, CA | Advisory firm LLC | $255.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KOA WEALTH MANAGEMENT, LLC CRD 297004 | AZ | Advisory firm LLC | $254.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODERN CAPITAL ADVISORS, LLC CRD 131117 | Raleigh, NC | Advisory firm LLC | $254.8M | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAME PLAN FINANCIAL ADVISORS, LLC CRD 147608 | Westlake, Oh, OH | Advisory firm LLC | $254.7M | 2 advisors | Percentage of AUM | View | |
| CAP PARTNERS, LLC CRD 144779 | Franklin, TN | Advisory firm LLC | $254.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTMANN TAYLOR WEALTH MANAGEMENT, LLC CRD 310334 | Dallas, TX | Advisory firm LLC | $254.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKTOWER FINANCIAL MANAGEMENT (US) LLC CRD 289142 | Orlando, FL | Advisory firm LLC | $254.4M | 28 advisors | Percentage of AUM; Fixed fees | View | |
| MADRONE INVESTMENT ADVISORY, LLC CRD 149549 | San Rafael, CA | Advisory firm LLC | $254.3M | 1 advisors | Fixed fees | View | |
| DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | Beaverton, OR | Advisory firm LLC | $254.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GREEN ALPHA INVESTMENTS CRD 144413 | Niwot, CO | Advisory firm LLC | $253.9M | 3 advisors | Percentage of AUM | View | |
| TORONADO PARTNERS LLC CRD 283612 | San Francisco, CA | Advisory firm LLC | $253.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HERONETTA MANAGEMENT, L.P. CRD 157307 | New York, NY | Advisory firm LP | $253.6M | 3 advisors | Percentage of AUM | View | |
| IMPACT CAPITAL, LLC CRD 297413 | Rockville, MD | Advisory firm LLC | $253.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MHS ADVISORY SERVICES, LLC CRD 174590 | Maple Grove, MN | Advisory firm LLC | $253.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUEPRINT LOCAL LLC CRD 312944 | VA | Advisory firm LLC | $253.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ENTELECHY CRD 285776 | DC | Advisory firm LLC | $253.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABF INVESTMENT MANAGEMENT, LLC CRD 333541 | Miami, FL | Advisory firm LLC | $253.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEVATION CAPITAL ADVISORY CRD 171473 | Bend, OR | Advisory firm LLC | $252.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROBBINS FARLEY LLC CRD 286581 | Bedford, NH | Advisory firm LLC | $252.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENDEAVOR WEALTH ADVISORS, LLC CRD 305348 | Pepper Pike, OH | Advisory firm LLC | $252.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORRADO ADVISORS, LLC CRD 111721 | Ramsey, NJ | Advisory firm LLC | $252.8M | 5 advisors | Percentage of AUM | View | |
| HUMPHREYS CAPITAL, LLC CRD 309323 | Oklahoma City, OK | Advisory firm LLC | $252.4M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEE, KELLEHER & KLEIN WEALTH MANAGEMENT CRD 331717 | CA | Advisory firm LLC | $252.4M | 3 advisors | Percentage of AUM | View | |
| DB & C ADVISORS, LLC CRD 155645 | Holland, MI | Advisory firm LLC | $252.2M | 9 advisors | Percentage of AUM; Hourly charges | View |