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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 | |||||
|---|---|---|---|---|---|---|---|
| TORO WEST CAPITAL ADVISORS CRD 331265 | Louisville, CO | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBAL WEALTH MANAGEMENT, LLC CRD 153677 | Kingston, NJ | Advisory firm LLC | $245.7M | 3 advisors | Percentage of AUM | View | |
| ALTERNATIVE FUND ADVISORS, LLC CRD 313109 | Boston, MA | Advisory firm LLC | $245.6M | 4 advisors | Percentage of AUM | View | |
| BOSTWICK CAPITAL LLC CRD 162386 | Locust Valley, NY | Advisory firm LLC | $245.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RM FINANCIAL SERVICES, LLC CRD 304297 | Falmouth, ME | Advisory firm LLC | $245.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STROBE VENTURES CRD 334227 | Brooklyn, NY | Advisory firm LP | $245.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CANNON WEALTH MANAGEMENT SERVICES CRD 323302 | Winston Salem, NC | Advisory firm LLC | $245.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAAS CAPITAL, LLC CRD 298213 | Cincinnati, OH | Advisory firm LLC | $244.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| W ADVISORS LLC CRD 168452 | Germantown, TN | Advisory firm LLC | $244.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAS PARTNERS, LLC CRD 172979 | Alpharetta, GA | Advisory firm LLC | $244.8M | 3 advisors | Percentage of AUM | View | |
| CLEAR RIDGE WEALTH MANAGEMENT, LLC CRD 172689 | Kalamazoo, MI | Advisory firm LLC | $244.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT ENGINE CRD 304022 | Chicago, IL | Advisory firm Other (specify) | $244.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CITY DIFFERENT INVESTMENTS CRD 310982 | Santa Fe, NM | Advisory firm LP | $244.4M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GULFSTREAM CM, LLC CRD 165459 | Summit, NJ | Advisory firm LLC | $244.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BAZIS PRIVATE WEALTH, LLC CRD 148605 | Omaha, NE | Advisory firm LLC | $244.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANDERA PARTNERS CRD 161230 | Brooklyn, NY | Advisory firm LLC | $244.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TYR CAPITAL ADVISORS, LLC CRD 326208 | Overland Park, KS | Advisory firm LLC | $244.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SHOREVEST PARTNERS, LTD. CRD 284681 | Tortola | Advisory firm Other (specify) | $244.0M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| ARES FINANCIAL CONSULTING LLC CRD 282852 | Calabasas, CA | Advisory firm LLC | $243.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVERA WEALTH ADVISORS LLC CRD 323792 | CA | Advisory firm LLC | $243.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY SOLUTIONS, LLC CRD 323360 | Kennett Square, PA | Advisory firm LLC | $243.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABUNDANT WEALTH MANAGEMENT LLC CRD 331285 | Stamford, CT | Advisory firm LLC | $243.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAHMA MANAGEMENT LLC CRD 146254 | — | Advisory firm LLC | $243.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JRE ADVISORS LLC CRD 318777 | New York, NY | Advisory firm LLC | $243.3M | 9 advisors | Percentage of AUM; Performance-based fees | View |