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 | |||||
|---|---|---|---|---|---|---|---|
| EXIT WEALTH ADVISORS CRD 332573 | Alpharetta, GA | Advisory firm LLC | $243.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MATTHIAS PRIVATE WEALTH, LLC CRD 289761 | Winter Park, FL | Advisory firm LLC | $242.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE SPARK CAPITAL ADVISORS CRD 159025 | New York, NY | Advisory firm LLC | $242.8M | 2 advisors | Percentage of AUM | View | |
| PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS CRD 323718 | Southfield, MI | Advisory firm LLC | $242.8M | 11 advisors | Percentage of AUM; Hourly charges | View | |
| BLALOCK WILLIAMS, LLC CRD 325465 | Alexander City, AL | Advisory firm LLC | $242.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LITTLE HARBOR ADVISORS, LLC CRD 168700 | Marblehead, MA | Advisory firm LLC | $242.6M | 11 advisors | Percentage of AUM; MODEL DELIVERY FEES. | View | |
| CLADIS INVESTMENT ADVISORY LLC CRD 153873 | Billings, MT | Advisory firm LLC | $242.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAYBURN WEST FINANCIAL SERVICES CRD 145264 | Nashville, TN | Advisory firm LLC | $242.6M | 2 advisors | Percentage of AUM | View | |
| SEMINOLE ADVISORY SERVICES, LLC CRD 148975 | Bellair Bluffs, FL | Advisory firm LLC | $242.5M | 3 advisors | Percentage of AUM | View | |
| WAYPOINT WEALTH MANAGEMENT CRD 155574 | Timonium, MD | Advisory firm LLC | $242.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MUNN WEALTH MANAGEMENT, LLC CRD 174414 | Maumee, OH | Advisory firm LLC | $242.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POSITION WEALTH CRD 325116 | The Woodlands, TX | Advisory firm LLC | $242.1M | 3 advisors | Percentage of AUM | View | |
| EXCELSIOR INVESTORS CRD 108048 | Excelsior, MN | Advisory firm LLC | $242.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SANCHEZ & ZURES, LLC CRD 139898 | Mclean, VA | Advisory firm LLC | $241.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| REVOLUTION CAPITAL, LLC CRD 300496 | Omaha, NE | Advisory firm LLC | $241.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORI HUSTON PARTNERS CRD 151260 | Miami, FL | Advisory firm LLC | $241.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAYMUS EQUITY PARTNERS, LLC CRD 322999 | Atlanta, GA | Advisory firm LLC | $241.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PRISM PLANNING PARTNERS CRD 290485 | Libertyville, IL | Advisory firm LLC | $241.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLY PARK INVESTMENT LLC CRD 299882 | FL | Advisory firm LLC | $241.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DFN MANAGEMENT LLC. CRD 285057 | Tampa, FL | Advisory firm LLC | $241.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAVEN ROYALTY MANAGEMENT, LLC CRD 288377 | Shreveport, LA | Advisory firm LLC | $241.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT CRD 310378 | Shelton, CT | Advisory firm LLC | $241.3M | 2 advisors | Percentage of AUM | View | |
| TURNBRIDGE CAPITAL, LLC CRD 169843 | Little Elm, TX | Advisory firm LLC | $241.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLAND GARVEY WEALTH ADVISORS, LLC CRD 140066 | Richardson, TX | Advisory firm LLC | $241.2M | 4 advisors | Percentage of AUM; Hourly charges | View |