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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 | |||||
|---|---|---|---|---|---|---|---|
| PRINCIPLED WEALTH ADVISORS, LLC CRD 138143 | Covington, KY | Advisory firm LLC | $252.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC CRD 168956 | Milwaukee, WI | Advisory firm LLC | $252.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC CRD 296931 | CA | Advisory firm LLC | $252.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT STRATEGIES, LLC CRD 156883 | Westlake Village, CA | Advisory firm LLC | $251.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGES CAPITAL LLC CRD 297718 | Fort Lauderdale, FL | Advisory firm LLC | $251.6M | 1 advisors | Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| HC2 CAPITAL, LLC CRD 285982 | Dallas, TX | Advisory firm LLC | $251.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVERCHASE WEALTH MANAGEMENT, LLC CRD 156950 | Flower Mound, TX | Advisory firm LLC | $251.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TALISMAN WEALTH ADVISORS, LLC CRD 313283 | Mountainside, NJ | Advisory firm LLC | $251.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CRD 281772 | Washington, DC | Advisory firm LLC | $251.2M | 7 advisors | Percentage of AUM | View | |
| MERCED CAPITAL, L.P. CRD 137228 | Minnetonka, MN | Advisory firm LP | $251.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CASSIA CAPITAL PARTNERS LLC CRD 159911 | Winston Salem, NC | Advisory firm LLC | $251.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIACA WEALTH MANAGEMENT, LLC CRD 164001 | Wellington, FL | Advisory firm LLC | $251.1M | 2 advisors | Percentage of AUM | View | |
| PETERSON WEALTH MANAGEMENT, LLC CRD 285415 | Sparks, NV | Advisory firm LLC | $251.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TEAM WEALTH & TAX ADVISORS CRD 309411 | Temecula, CA | Advisory firm LLC | $251.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WINDLE WEALTH CRD 285653 | Oklahoma City, OK | Advisory firm LLC | $251.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M PREMIER PARTNERS CRD 289044 | Indian Wells, CA | Advisory firm LLC | $251.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARLOV STREET CAPITAL, LLC CRD 288910 | Boca Raton, FL | Advisory firm LLC | $251.0M | 4 advisors | Performance-based fees; ADMINISTRATION FEES, CONTRIBUTION FEES | View | |
| TETON ADVISORS, LLC CRD 105963 | Greenwich, CT | Advisory firm LLC | $250.9M | 1 advisors | Percentage of AUM | View | |
| BLODGETT WEALTH ADVISORS, LLC CRD 316838 | CA | Advisory firm LLC | $250.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STYRE WEALTH CRD 289276 | Fort Worth, TX | Advisory firm LLC | $250.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN FUND MANAGEMENT, LLC CRD 290562 | Albuquerque, NM | Advisory firm LLC | $250.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AMARA FINANCIAL, LLC CRD 308290 | San Francisco, CA | Advisory firm LLC | $250.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| METRONOME CAPITAL LLP CRD 311170 | London, London | Advisory firm LLP | $250.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FARLEY CAPITAL CRD 157747 | NY | Advisory firm LP | $250.3M | 2 advisors | Percentage of AUM; Performance-based fees | View |