Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| FOCUS WEALTH ADVISORS, LLC CRD 165425 | Houston, TX | Advisory firm LLC | $247.6M | 1 advisors | Percentage of AUM | View | |
| PROPEL BIO MANAGEMENT, LLC CRD 322858 | Los Angeles, CA | Advisory firm LLC | $247.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH INTELLIGENCE, LLC CRD 333253 | Columbus, GA | Advisory firm LLC | $247.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SR ALTERNATIVE CREDIT, LLC CRD 319478 | Darien, CT | Advisory firm LLC | $247.4M | 8 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| BPP WEALTH SOLUTIONS, LLC CRD 166962 | Basking Ridge, NJ | Advisory firm LLC | $247.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUELINE ADVISORS CRD 164642 | Exeter, NH | Advisory firm LLC | $247.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WASHINGTON GROWTH STRATEGIES LLC CRD 171774 | Washington, DC | Advisory firm LLC | $247.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FILLMORE CAPITAL PARTNERS, LLC CRD 139256 | Powell, OH | Advisory firm LLC | $247.1M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AGP FRANKLIN, LLC CRD 331699 | Franklin, TN | Advisory firm LLC | $247.1M | 3 advisors | Percentage of AUM | View | |
| BAUM CAPITAL PARTNERS MANAGEMENT, LLC CRD 288225 | Kansas City, MO | Advisory firm LLC | $247.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHERN EDGE WEALTH MANAGEMENT CRD 338102 | Marquette, MI | Advisory firm LLC | $246.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENET WEALTH PARTNERS, LLC CRD 339818 | Champaign, IL | Advisory firm LLC | $246.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIGHTHOUSE WEALTH MANAGEMENT, LLC CRD 307529 | Camp Hill, PA | Advisory firm LLC | $246.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VALUE INVESTMENT PROFESSIONALS, LLC CRD 164704 | New York, NY | Advisory firm LLC | $246.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRONGHOLD RESOURCE PARTNERS CRD 289466 | Dallas, TX | Advisory firm LLC | $246.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| 17 CAPITAL PARTNERS, LLC CRD 283013 | Phoenix, AZ | Advisory firm LLC | $246.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NEFPG CRD 105254 | Burlington, MA | Advisory firm LLC | $246.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PROFESSIONAL FINANCIAL COMPANY LLC CRD 286419 | Orem, UT | Advisory firm LLC | $246.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASEMPA WEALTH ADVISORS CRD 328609 | Baton Rouge, LA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| DES MOINES INVESTMENTS, LLC CRD 146322 | Des Moines, IA | Advisory firm LLC | $246.0M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNING SERVICES CRD 289847 | Knoxville, TN | Advisory firm LLC | $246.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA PACIFIC PRIVATE WEALTH, LLC CRD 131738 | Pleasanton, CA | Advisory firm LLC | $245.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLC INVESTMENT ADVISORS, LLC CRD 158414 | NV | Advisory firm LLC | $245.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGHT INVESTMENT COUNSEL CRD 172511 | El Segundo, CA | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM | View |