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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 | |||||
|---|---|---|---|---|---|---|---|
| PARTNERSHIP WEALTH MANAGEMENT CRD 285718 | Towson, MD | Advisory firm LLC | $234.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUSTAINABLE ADVISORS ALLIANCE LLC CRD 312061 | Tulsa, OK | Advisory firm LLC | $234.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WATERCOLOR FINANCIAL CRD 327254 | Austin, TX | Advisory firm LLC | $234.8M | 3 advisors | Percentage of AUM | View | |
| CRESCENT PARK MANAGEMENT, L.P. CRD 172326 | CA | Advisory firm LP | $234.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PLAN TO PROSPER WEALTH MANAGEMENT CRD 327660 | Ormond Beach, FL | Advisory firm LLC | $234.3M | 2 advisors | Percentage of AUM | View | |
| EQUANIMITY FINANCIAL PARTNERS CRD 152050 | Pasadena, CA | Advisory firm LLC | $234.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY PLANNING ADVISORS, LLC CRD 121289 | Suwanee, GA | Advisory firm LLC | $234.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONFIRE FINANCIAL, LLC CRD 288522 | Colorado Springs, CO | Advisory firm LLC | $234.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIMAN FINANCIAL, LLC CRD 285030 | CA | Advisory firm LLC | $233.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIVIK GLOBAL HEALTHCARE, LLC CRD 168918 | CT | Advisory firm LLC | $233.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HELIUM ADVISORS LLC CRD 282356 | Vancouver, WA | Advisory firm LLC | $233.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS WEALTH PARTNERS LLC CRD 175219 | Wyomissing, PA | Advisory firm LLC | $233.8M | 2 advisors | Percentage of AUM | View | |
| SKAANA MANAGEMENT L.P. CRD 311817 | — | Advisory firm LP | $233.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MPI WEALTH MANAGEMENT LLC CRD 301011 | Hinsdale, IL | Advisory firm LLC | $233.6M | 3 advisors | Percentage of AUM; Commissions | View | |
| FIGURE 8 INVESTMENT STRATEGIES LLC CRD 282973 | Boise, ID | Advisory firm LLC | $233.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIREAN WEALTH, LLC CRD 173138 | Mill Valley, CA | Advisory firm LLC | $233.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLOS INTEGRATED WEALTH CRD 329884 | Kennett Square, PA | Advisory firm LLC | $233.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LSCP ADVISORS, LLC CRD 286018 | Austin, TX | Advisory firm LLC | $233.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNDVOLD FINANCIAL CRD 108176 | Columbia, MO | Advisory firm LLC | $232.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIZARD INVESTORS LLC CRD 147284 | Chicago, IL | Advisory firm LLC | $232.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGH RIVER RESOURCES MANAGEMENT LLC CRD 327858 | Dallas, TX | Advisory firm LLC | $232.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DIRECT FINANCIAL CARE CRD 310559 | PA | Advisory firm LLC | $232.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDRY FINANCIAL LLC CRD 300122 | Pasadena, CA | Advisory firm LLC | $232.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OT MANAGEMENT, LLC CRD 284192 | Boston, MA | Advisory firm LLC | $232.4M | 3 advisors | Percentage of AUM | View |