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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 | |||||
|---|---|---|---|---|---|---|---|
| SAOS CAPITAL, LLC CRD 159515 | Mount Pleasant, SC | Advisory firm LLC | $239.1M | 3 advisors | Percentage of AUM | View | |
| BIRCHVIEW CAPITAL, LP CRD 170534 | Burlington, VT | Advisory firm LP | $239.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FOOTPATH VENTURES LP CRD 306142 | New York, NY | Advisory firm LP | $239.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUST INVESTMENT ADVISORS CRD 309233 | Indianapolis, IN | Advisory firm LLC | $238.9M | 3 advisors | Percentage of AUM; SPECIAL PROJECT FEES | View | |
| INVESTORS PORTFOLIO SERVICES LLC CRD 117299 | Puyallup, WA | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSAIC WEALTH MANAGEMENT, L.L.C. CRD 142793 | GA | Advisory firm LLC | $238.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROCK HILL CAPITAL CRD 163129 | Houston, TX | Advisory firm LLC | $238.8M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WESTHAMPTON CAPITAL CRD 119176 | Winston-Salem, NC | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM | View | |
| PROSSIMO ADVISORS LLC CRD 289347 | San Luis Obispo, CA | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH BRUER CRD 284508 | Tallahassee, FL | Advisory firm LLC | $238.5M | 5 advisors | Percentage of AUM | View | |
| GOALFUSION WEALTH MANAGEMENT CRD 309756 | CA | Advisory firm LLC | $238.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACUTE INVESTMENT ADVISORY CRD 170368 | Mesa, AZ | Advisory firm LLC | $238.4M | 4 advisors | Percentage of AUM; REFERRAL FEES | View | |
| STRATEGIC WEALTH CAPITAL CRD 326299 | San Francisco, CA | Advisory firm LLC | $238.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GOLDENSTONE WEALTH MANAGEMENT CRD 310041 | El Dorado Hills, CA | Advisory firm LLC | $238.3M | 2 advisors | Percentage of AUM | View | |
| SECTOR ANALYSTS LLC CRD 169789 | Allentown, PA | Advisory firm LLC | $238.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC CRD 157714 | Red Bank, NJ | Advisory firm LLC | $238.1M | 35 advisors | Percentage of AUM; Fixed fees | View | |
| RACHOR INVESTMENT ADVISORY SERVICES, LLC CRD 105495 | Linden, MI | Advisory firm LLC | $238.1M | 14 advisors | Percentage of AUM | View | |
| KELLEY INVESTMENTS CRD 119099 | CA | Advisory firm LLC | $238.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GOLDEN ROAD ADVISORS LLC CRD 314077 | Tampa, FL | Advisory firm LLC | $237.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTUNE 45, LLC. CRD 170693 | Gonzales, LA | Advisory firm LLC | $237.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GSA CAPITAL PARTNERS (NEW YORK) LP CRD 286369 | New York, NY | Advisory firm LP | $237.6M | 4 advisors | TRADER PAY OUT | View | |
| MONTCALM TCR LLC CRD 164521 | San Francisco, CA | Advisory firm LLC | $237.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| COHEN & COMPANY FINANCIAL MANAGEMENT, LLC CRD 133171 | New York, NY | Advisory firm LLC | $237.4M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EVEREST WEALTH MANAGEMENT CRD 133823 | Leawood, KS | Advisory firm LLC | $237.4M | 1 advisors | Percentage of AUM | View |