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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 | |||||
|---|---|---|---|---|---|---|---|
| BINGHAM PRIVATE WEALTH, LLC CRD 330598 | San Francisco, CA | Advisory firm LLC | $232.4M | 3 advisors | Percentage of AUM | View | |
| TRIMARC WEALTH MANAGEMENT LLC CRD 163336 | CA | Advisory firm LLC | $232.3M | 1 advisors | Percentage of AUM | View | |
| MILLENNIUM CAPITAL ADVISORS, LLC CRD 108641 | Little Rock, AR | Advisory firm LLC | $232.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RESHAPE WEALTH CRD 330582 | Boca Raton, FL | Advisory firm LLC | $232.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC CRD 165763 | Fairfield, NJ | Advisory firm LLC | $232.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SHELTER ROCK MANAGEMENT, LLC CRD 142739 | Jericho, NY | Advisory firm LLC | $232.0M | 4 advisors | Percentage of AUM | View | |
| CROWDSTREET ADVISORS, LLC CRD 299176 | Austin, TX | Advisory firm LLC | $231.9M | 11 employees | Percentage of AUM | View | |
| KINGFISH CAPITAL PARTNERS LLC CRD 283489 | Southlake, TX | Advisory firm LLC | $231.8M | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| HEISTEN WRENN PRIVATE WEALTH, LLC CRD 315647 | Anchorage, AK | Advisory firm LLC | $231.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIX FINANCIAL, LLC CRD 171159 | George Town, OK | Advisory firm LLC | $231.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| YARDLEY WEALTH MANAGEMENT LLC CRD 134311 | Yardley, PA | Advisory firm LLC | $231.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TAURUS CAPITAL ADVISORS, LLC CRD 137633 | Lake Oswego, OR | Advisory firm LLC | $231.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| L&S INVESTMENT ADVISORS, LLC CRD 285002 | Miami, FL | Advisory firm LLC | $231.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BXM WEALTH LLC CRD 332544 | Englewood, CO | Advisory firm LLC | $231.3M | 4 advisors | Percentage of AUM | View | |
| VANN EQUITY MANAGEMENT LLC CRD 174239 | Plano, TX | Advisory firm LLC | $231.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACM CRD 285739 | Wayzata, MN | Advisory firm LLC | $231.2M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| TENZING FINANCIAL LLC CRD 335259 | Williamsburg, VA | Advisory firm LLC | $231.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| APIS & HERITAGE CAPITAL PARTNERS, LLC CRD 315195 | Washington, DC | Advisory firm LLC | $231.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ARCH GLOBAL ADVISORS, LLC CRD 297397 | New York, NY | Advisory firm LLC | $230.9M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| UNIMAR CRD 159674 | Miami, FL | Advisory firm LLC | $230.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DISCIPLINED PORTFOLIO SOLUTIONS LLC CRD 160072 | NY | Advisory firm LLC | $230.7M | 1 advisors | Percentage of AUM | View | |
| UPLIFT CRD 335515 | Darien, CT | Advisory firm LP | $230.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 7TWO CRD 328900 | Denver, CO | Advisory firm LLC | $230.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SL CAPITAL CRD 328450 | Scottsdale, AZ | Advisory firm LLC | $230.3M | 4 advisors | Percentage of AUM | View |