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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 | |||||
|---|---|---|---|---|---|---|---|
| TENERE CAPITAL, LLC CRD 312441 | New York, NY | Advisory firm LLC | $241.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPSTONE RIA CRD 334343 | Bellingham, WA | Advisory firm LLC | $241.1M | 1 advisors | Percentage of AUM | View | |
| BAYNTREE WEALTH ADVISORS, LLC CRD 226708 | Scottsdale, AZ | Advisory firm LLC | $241.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNSTONE ADVISORS LLC CRD 144511 | Phoenixville, PA | Advisory firm LLC | $241.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GREYBULL PARTNERS LLC CRD 128390 | Atlanta, GA | Advisory firm LLC | $241.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BASSAM WEALTH MANAGEMENT, LLC CRD 330695 | Palm Beach, FL | Advisory firm LLC | $241.0M | 1 advisors | Percentage of AUM | View | |
| PSC CAPITAL PARTNERS LLC CRD 165620 | Minneapolis, MN | Advisory firm LLC | $240.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BARKER WEALTH MANAGEMENT, LLC CRD 226768 | Camas, WA | Advisory firm LLC | $240.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STOREHOUSE FINANCIAL LLC CRD 140738 | Fort Worth, TX | Advisory firm LLC | $240.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYSTONE FINANCIAL SERVICES, LLC CRD 308397 | Omaha, NE | Advisory firm LLC | $240.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LUMINA WEALTH MANAGEMENT, LLC CRD 291548 | Wilmington, NC | Advisory firm LLC | $240.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGEND CAPITAL CRD 336029 | CA | Advisory firm LLC | $240.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KAIYO WEALTH LLC CRD 316431 | San Diego, CA | Advisory firm LLC | $240.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC CRD 312706 | Paducah, KY | Advisory firm LLC | $240.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREFRONT CRD 308521 | Austin, TX | Advisory firm LLC | $239.8M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAREST CAPITAL, LLC CRD 315958 | Encino, CA | Advisory firm LLC | $239.8M | 2 advisors | Percentage of AUM | View | |
| BREWSTER FINANCIAL PLANNING LLC CRD 125291 | Brooklyn, NY | Advisory firm LLC | $239.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUTFITTER ENERGY MANAGEMENT, LLC CRD 286213 | Houston, TX | Advisory firm LLC | $239.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GATEMORE CRD 332864 | New York, NY | Advisory firm LP | $239.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEA CLIFF PARTNERS MANAGEMENT, LP CRD 316909 | San Francisco, CA | Advisory firm LP | $239.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SALIENT WEALTH PLANNING CRD 327885 | Encinitas, CA | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| E6 PORTFOLIOS CRD 326617 | Midvale, UT | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DRIVEN INVESTMENTS LLC CRD 310095 | AL | Advisory firm LLC | $239.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ROLEK RETIREMENT PLANNING CRD 285351 | Berwyn, PA | Advisory firm LLC | $239.2M | 1 advisors | Percentage of AUM; Fixed fees | View |