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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 | |||||
|---|---|---|---|---|---|---|---|
| CONNECTED WEALTH SOLUTIONS, LLC CRD 277111 | La Grande, OR | Advisory firm LLC | $226.4M | 2 advisors | Percentage of AUM | View | |
| BQS FINANCIAL ADVISORS, LLC CRD 333795 | New York, NY | Advisory firm LLC | $226.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WALNUT GROVE CAPITAL PARTNERS, LP CRD 300721 | Memphis, TN | Advisory firm LP | $226.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN PRIVATE CAPITAL CRD 304506 | Sarasota, FL | Advisory firm LLC | $226.2M | 5 advisors | Fixed fees; Performance-based fees | View | |
| ELEVATION ADVISORY PARTNERS LLC CRD 312170 | Orlando, FL | Advisory firm LLC | $226.0M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALPEY FINANCIAL SERVICES LLC CRD 154154 | Concord, NH | Advisory firm LLC | $226.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CHANGE GLOBAL INVESTMENT, LLC CRD 167844 | New York, NY | Advisory firm LLC | $226.0M | 6 advisors | Percentage of AUM | View | |
| POLARIS FINANCIAL PARTNERS, LLC CRD 299258 | Westerville, OH | Advisory firm LLC | $226.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DRAGUS CAPITAL, LLC CRD 158122 | Coral Gables, FL | Advisory firm LLC | $225.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELCY CAPITAL ADVISORS LLC CRD 154782 | Miami, FL | Advisory firm LLC | $225.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WEIS ADVISORY CRD 217517 | Clive, IA | Advisory firm LLC | $225.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RED MOUNTAIN FINANCIAL PARTNERS CRD 174672 | Durango, CO | Advisory firm LLC | $225.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLIFIED WEALTH MANAGEMENT CRD 297059 | Hattiesburg, MS | Advisory firm LLC | $225.5M | 7 advisors | Percentage of AUM | View | |
| MILLER WEALTH ADVISORS, LLC CRD 171329 | AR | Advisory firm LLC | $225.5M | 2 advisors | Percentage of AUM | View | |
| THE TENRET COMPANY, LLC CRD 298570 | Tampa, FL | Advisory firm LLC | $225.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCKEYE-PACIFIC CRD 311553 | Naples, FL | Advisory firm LLC | $225.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRINCIPIUM INVESTMENTS LLC CRD 124989 | CA | Advisory firm LLC | $225.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAIS ADVISORS CRD 317466 | New York, NY | Advisory firm LLC | $225.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MINDFUL WEALTH LLC CRD 297493 | Glencoe, IL | Advisory firm LLC | $225.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DANIEL INVESTMENT ASSOCIATES, LLC CRD 157284 | Santa Barbara, CA | Advisory firm LLC | $225.3M | 1 advisors | Percentage of AUM | View | |
| INMAN JAGER WEALTH MANAGEMENT, LLC CRD 329603 | Hattiesburg, MS | Advisory firm LLC | $225.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EDGEWATER PRO SPORTS FINANCIAL CRD 135316 | Avon, OH | Advisory firm LLC | $225.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRINCIPIA WEALTH ADVISORY, LLC CRD 152678 | Dallas, TX | Advisory firm LLC | $225.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL DELTA CAPITAL, LLC CRD 324485 | Somerville, MA | Advisory firm LLC | $224.9M | 6 advisors | Percentage of AUM | View |