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 | |||||
|---|---|---|---|---|---|---|---|
| REDEMPTION CAPITAL CRD 310824 | Midland, TX | Advisory firm LLC | $237.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CENTENNIAL ADVISORS, LLC CRD 290778 | Austin, TX | Advisory firm LLC | $237.3M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PENTO PORTFOLIO STRATEGIES, LLC CRD 159217 | Naples, FL | Advisory firm LLC | $237.3M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SOUNDCORE CAPITAL PARTNERS, LLC CRD 288749 | New York, NY | Advisory firm LLC | $237.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAMBRIDGE RETIREMENT PARTNERS CRD 148889 | GA | Advisory firm LLC | $237.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALTERRA PARTNERS LLC CRD 316443 | Austin, TX | Advisory firm LLC | $237.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLARITY WEALTH MANAGEMENT, L.L.C. CRD 284874 | Gilbert, AZ | Advisory firm LLC | $236.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRESIDE CAPITAL ADVISORS CRD 329297 | Dallas, TX | Advisory firm LLC | $236.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LEVEL WEALTH MANAGEMENT LLC CRD 301381 | Greensboro, NC | Advisory firm LLC | $236.5M | 2 advisors | Fixed fees | View | |
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | La Crosse, WI | Advisory firm LLC | $236.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CASTLE WEALTH PLANNING CRD 141601 | Santa Barbara, CA | Advisory firm LLC | $236.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RULE ONE PARTNERS, LLC CRD 166341 | Moreland, GA | Advisory firm LLC | $236.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SYGNUS CAPITAL PR LLC CRD 283447 | Guaynabo, PR | Advisory firm LLC | $236.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| R2 WEALTH MANAGEMENT PARTNERS CRD 338490 | Lincoln, NE | Advisory firm LLC | $236.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE FINANCIAL COUNSELORS, LLC CRD 288232 | Bedminster, NJ | Advisory firm LLC | $235.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROWN OAK ADVISORS CRD 309749 | CA | Advisory firm LLC | $235.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREO CAPITAL PARTNERS MANAGEMENT LLC CRD 296861 | Miami, FL | Advisory firm LLC | $235.5M | 5 advisors | Fixed fees; Performance-based fees | View | |
| SPECTRUM FINANCIAL RESOURCES CRD 127453 | Troy, MI | Advisory firm LLC | $235.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROMETHIUM CRD 329565 | Bethesda, MD | Advisory firm LLC | $235.3M | 4 advisors | Percentage of AUM | View | |
| LIND CAPITAL PARTNERS CRD 165810 | Evanston, IL | Advisory firm LLC | $235.0M | 5 advisors | Percentage of AUM | View | |
| MBF HEALTHCARE MANAGEMENT II, LLC CRD 283576 | Coral Gables, FL | Advisory firm LLC | $235.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON WEALTH ADVISORS CRD 148338 | PA | Advisory firm LLC | $235.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KINGSMAN WEALTH MANAGEMENT INC. CRD 319238 | Pensacola, FL | Advisory firm Other (specify) | $235.0M | 2 advisors | Percentage of AUM | View | |
| ALTURA WEALTH ADVISORS CRD 337998 | Virginia Beach, VA | Advisory firm LLC | $234.9M | 4 advisors | Percentage of AUM; Fixed fees | View |