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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 | |||||
|---|---|---|---|---|---|---|---|
| BANTAMAC CAPITAL, LLC CRD 307765 | Chicago, IL | Advisory firm LLC | $224.7M | 3 advisors | Percentage of AUM | View | |
| DRAWBRIDGE CAPITAL CRD 128636 | Tulsa, OK | Advisory firm LLC | $224.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WL ROSS & CO. LLC CRD 141854 | Dallas, TX | Advisory firm LLC | $224.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALLIED PRIVATE WEALTH CRD 328952 | Boca Raton, FL | Advisory firm LLC | $224.5M | 3 advisors | Percentage of AUM | View | |
| IADVISE PARTNERS CRD 168564 | New York, NY | Advisory firm LLC | $224.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ORCA WEALTH MANAGEMENT, LLC CRD 310053 | New Port Richey, FL | Advisory firm LLC | $224.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIONSTONE INVESTMENTS CRD 160214 | Boston, MA | Advisory firm LLC | $224.4M | 3 employees | Percentage of AUM · Performance-based fees +1 more | View | |
| MCALVANY WEALTH MANAGEMENT, LLC CRD 146021 | Durango, CO | Advisory firm LLC | $224.2M | 5 advisors | Percentage of AUM | View | |
| BUCKET LIST WEALTH MANAGEMENT, LLC CRD 286494 | The Villages, FL | Advisory firm LLC | $224.2M | 2 advisors | Percentage of AUM | View | |
| JHP WEALTH MANAGEMENT, LLC CRD 298784 | Centennial, CO | Advisory firm LLC | $223.8M | 1 advisors | Percentage of AUM | View | |
| PACIFIC PEAK ADVISORS, LLC CRD 326711 | Ketchum, ID | Advisory firm LLC | $223.7M | 2 advisors | Percentage of AUM | View | |
| GEVERS WEALTH MANAGEMENT CRD 340092 | Issaquah, WA | Advisory firm LLC | $223.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BD INVESTMENT PARTNERS, LLC CRD 309347 | Raleigh, NC | Advisory firm LLC | $223.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WINCAP FINANCIAL LLC CRD 315798 | Boston, MA | Advisory firm LLC | $223.1M | 6 advisors | Percentage of AUM | View | |
| ESSENTIAL INVESTMENT PARTNERS, LLC CRD 149509 | Englewood, CO | Advisory firm LLC | $223.0M | 2 advisors | Percentage of AUM | View | |
| PGP ADVISORS, LLC CRD 172611 | Ketchum, ID | Advisory firm LLC | $222.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVINCI FINANCIAL DESIGNS CRD 163362 | Columbia, SC | Advisory firm LLC | $222.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHARPEPOINT, LLC CRD 290719 | Phoenix, AZ | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSSGEN WEALTH LLC CRD 336270 | Greenville, NC | Advisory firm LLC | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILESTONES PRIVATE INVESTMENT ADVISORS LLC CRD 289116 | Fairport, NY | Advisory firm LLC | $222.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INNEALTA CAPITAL CRD 292158 | CO | Advisory firm LLC | $222.4M | 4 advisors | Percentage of AUM | View | |
| RWM CAPITAL, LLC CRD 310635 | Sugar Land, TX | Advisory firm LLC | $222.4M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KMT WEALTH MANAGEMENT, LLC CRD 328911 | Hermosa Beach, CA | Advisory firm LLC | $222.4M | 1 advisors | Percentage of AUM | View | |
| FLAX POND CAPITAL, LLC CRD 324332 | CA | Advisory firm LLC | $222.3M | 1 advisors | Percentage of AUM; Hourly charges | View |