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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 | |||||
|---|---|---|---|---|---|---|---|
| FISHER & WIENS WEALTH MANAGEMENT, LLC CRD 286079 | Danville, CA | Advisory firm LLC | $250.3M | 1 advisors | Percentage of AUM | View | |
| MAIN STREET INVESTMENT ADVISORS, LLC CRD 146036 | Northbrook, IL | Advisory firm LLC | $250.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAVEN EQUITY PARTNERS, LLC CRD 304461 | Larkspur, CA | Advisory firm LLC | $250.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY BEYOND WEALTH CRD 290367 | Roswell, GA | Advisory firm LLC | $250.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BISON CAPITAL ADVISORS, LLC CRD 306471 | Oklahoma City, OK | Advisory firm LLC | $250.0M | 3 advisors | Percentage of AUM | View | |
| FIRSTRUST CRD 111800 | Daytona Beach, FL | Advisory firm LLC | $250.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DEAN WEALTH PARTNERS, LLC CRD 298237 | Austin, TX | Advisory firm LLC | $249.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXENFREE FINANCIAL CRD 327105 | Melbourne, FL | Advisory firm LLC | $249.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDECREST WEALTH MANAGEMENT, LLC CRD 332422 | Newport Beach, CA | Advisory firm LLC | $249.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHILL AIMS, LLC CRD 339338 | Richardson, TX | Advisory firm LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| PRAIRIE RIVERS INVESTMENTS, LLC CRD 288153 | Robinson, IL | Advisory firm LLC | $249.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDED CAPITAL WEALTH MANAGEMENT, LLC CRD 310056 | Houston, TX | Advisory firm LLC | $249.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EMERGENT WEALTH ADVISORS, LLC CRD 174845 | Williamsville, NY | Advisory firm LLC | $249.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SAF ADVISORS LLC CRD 284283 | FL | Advisory firm LLC | $249.0M | 2 advisors | Percentage of AUM; PLATFORM FEES | View | |
| GALLIOTT CAPITAL ADVISORS, LLC CRD 313094 | Beverly Hills, CA | Advisory firm LLC | $249.0M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BUCKHORN RESOURCES, LP CRD 226647 | Houston, TX | Advisory firm LP | $248.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOREST HILL CAPITAL, LLC CRD 129667 | Little Rock, AR | Advisory firm LLC | $248.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN WEALTH MANAGEMENT, LLC CRD 174090 | Williamston, MI | Advisory firm LLC | $248.7M | 5 advisors | Percentage of AUM | View | |
| MICHAEL BRADY & CO., LLC CRD 130093 | Westlake, OH | Advisory firm LLC | $248.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBECA FINANCIAL, LLC CRD 113245 | Mesa, AZ | Advisory firm LLC | $248.3M | 5 advisors | Percentage of AUM; REFERRAL FEES | View | |
| MASTERS LEGACY PLANNING CRD 296314 | Linwood, NJ | Advisory firm LLC | $248.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CEDAR POINT CAPITAL PARTNERS, LLC CRD 317532 | Cedar Rapids, IA | Advisory firm LLC | $248.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAMERCY STRATEGIC CAPITAL LLC CRD 315875 | NY | Advisory firm LLC | $247.9M | 1 advisors | Percentage of AUM | View | |
| EVERSPIRE CRD 222515 | Midvale, UT | Advisory firm LLC | $247.7M | 15 advisors | Percentage of AUM; WRAP FEE | View |