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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 | |||||
|---|---|---|---|---|---|---|---|
| COLRAIN CAPITAL LLC CRD 118098 | Boston, MA | Advisory firm LLC | $222.2M | 3 advisors | Percentage of AUM | View | |
| MACLEAN CAPITAL ADVISORS, LLC CRD 156978 | Indian Wells, CA | Advisory firm LLC | $222.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RING MOUNTAIN CAPITAL, LLC CRD 288714 | Tiburon, CA | Advisory firm LLC | $222.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SINCERUS ADVISORY CRD 300559 | CA | Advisory firm LLC | $222.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS BORDER WEALTH, LLC CRD 288330 | New York, NY | Advisory firm LLC | $221.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MFG FAMILY OFFICE LLC CRD 324211 | Cdmx, FL | Advisory firm LLC | $221.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIA IV INVESTMENTS, LLC CRD 121992 | Burr Ridge, IL | Advisory firm LLC | $221.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DIAZO, LLC CRD 324419 | Henderson, NV | Advisory firm LLC | $221.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERGLADES FAMILY OFFICES, LLC CRD 171584 | Naples, FL | Advisory firm LLC | $221.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYNX ADVISORY PARTNERS CRD 326594 | Coral Gables, FL | Advisory firm LLC | $221.4M | 6 advisors | Percentage of AUM | View | |
| HALCYON GLOBAL ADVISORS CRD 170600 | Dallas, TX | Advisory firm LLC | $221.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WISDOM INDEX ADVISORS CRD 132567 | Prosper, TX | Advisory firm LLC | $221.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DWR WEALTH MANAGEMENT, LLC CRD 133743 | San Jose, CA | Advisory firm LLC | $221.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORONADO RESOURCES MANAGEMENT LP CRD 282043 | Dallas, TX | Advisory firm LP | $221.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MUZINICH BDC ADVISER, LLC CRD 304834 | New York, NY | Advisory firm LLC | $220.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| MCCARTNEY WEALTH MANAGEMENT LLC CRD 154722 | Saint Louis, MO | Advisory firm LLC | $220.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACACIA PARTNERS, LLC CRD 281887 | Austin, TX | Advisory firm LLC | $220.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDAR SPRINGS ADVISORS, LLC CRD 290855 | TX | Advisory firm LLC | $220.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INTRINSIC VALUE PARTNERS, LLC CRD 165214 | Phoenix, AZ | Advisory firm LLC | $220.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GREAT GABLE WEALTH MANAGEMENT, LLC CRD 297501 | Beverly Hills, CA | Advisory firm LLC | $220.5M | 3 advisors | Percentage of AUM | View | |
| RANGELEY CAPITAL, LLC CRD 152725 | New Canaan, CT | Advisory firm LLC | $220.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAVERDINK FINANCIAL MANAGEMENT, LLC CRD 131236 | Portage, MI | Advisory firm LLC | $220.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLVD PRIVATE WEALTH, LLC CRD 310682 | Prospect, KY | Advisory firm LLC | $220.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CABIN ADVISORS, LLC CRD 312547 | Overland Park, KS | Advisory firm LLC | $220.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View |