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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 | |||||
|---|---|---|---|---|---|---|---|
| AUSTERRA WEALTH MANAGEMENT LLC CRD 161964 | Dallas, TX | Advisory firm LLC | $230.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SCRATCH CAPITAL CRD 318835 | Boise, ID | Advisory firm LLC | $230.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PRIMORIS WEALTH ADVISORS, LLC CRD 125567 | North Palm Beach, FL | Advisory firm LLC | $230.0M | 7 advisors | Percentage of AUM | View | |
| GRANITE ISLANDS PRIVATE WEALTH, LLC CRD 336263 | Guilford, CT | Advisory firm LLC | $229.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIONSHEAD WEALTH MANAGEMENT, LLC CRD 288526 | New York, NY | Advisory firm LLC | $229.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOWSIDE CAPITAL, LLC CRD 170509 | Charleston, SC | Advisory firm LLC | $229.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTGOMERY FINANCIAL CRD 170024 | Ocean City, MD | Advisory firm LLC | $229.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TABLEAUX WEALTH CRD 319355 | Great Barrington, MA | Advisory firm LLC | $229.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYGNUS CAPITAL ADVISORS, LLC CRD 323041 | Atlanta, GA | Advisory firm LLC | $229.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRADFORD FINANCIAL CENTER CRD 110953 | Clarion, IA | Advisory firm LLC | $229.7M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIMA, LLC CRD 148833 | Troy, MI | Advisory firm LLC | $229.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONETREE CAPITAL, LLC CRD 321784 | New York, NY | Advisory firm LLC | $229.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| RIGHTWEALTH ADVISORS, LLC CRD 300656 | Miamisburg, OH | Advisory firm LLC | $229.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOOSTER, LLC CRD 314629 | Baltimore, MD | Advisory firm LLC | $229.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STERLING INVESTMENT ADVISORS,LLC CRD 117287 | Bolivar, MO | Advisory firm LLC | $229.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANTONELLI FINANCIAL ADVISORS, LLC CRD 286452 | Grosse Pointe, MI | Advisory firm LLC | $229.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VELVET SEA VENTURES CRD 317632 | West Palm Beach, FL | Advisory firm LLC | $229.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HIPPOCRATIC FINANCIAL ADVISORS CRD 169481 | Westlake Village, CA | Advisory firm LLC | $229.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J W KORTH & COMPANY CRD 26455 | Lansing, MI | Advisory firm LP | $228.7M | 5 advisors | Percentage of AUM; Commissions | View | |
| WESTVIEW INVESTMENT ADVISORS CRD 305655 | Burlington, VT | Advisory firm LLC | $228.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| X ADVISORS, LLC CRD 315838 | Santa Maria, CA | Advisory firm LLC | $228.6M | 5 advisors | Percentage of AUM | View | |
| BRUCE COLIN AND COMPANY CRD 118035 | CA | Advisory firm Sole prop | $228.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MSP WEALTH MANAGEMENT, LLC CRD 306522 | Klamath Falls, OR | Advisory firm LLC | $228.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC CRD 144172 | Addison, TX | Advisory firm LLC | $228.5M | 1 advisors | Percentage of AUM | View |