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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 | |||||
|---|---|---|---|---|---|---|---|
| REICON WEALTH ADVISORS, LLC CRD 315043 | Atlanta, GA | Advisory firm LLC | $220.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| JERICHO FINANCIAL CRD 288801 | Westerville, OH | Advisory firm LLP | $220.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBERT PRISKE, LLC CRD 108072 | Honolulu, HI | Advisory firm LLC | $219.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOLYCO CAPITAL LLC CRD 338113 | Rochester, MI | Advisory firm LLC | $219.9M | 2 advisors | Fixed fees | View | |
| ALPHA WEALTH STRATEGIES, LLC CRD 139757 | TX | Advisory firm LLC | $219.9M | 2 advisors | Percentage of AUM | View | |
| EKON ADVISORS, LLC CRD 281039 | St.. Louis, MO | Advisory firm LLC | $219.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RHS FINANCIAL, LLC CRD 149435 | San Francisco, CA | Advisory firm LLC | $219.8M | 2 advisors | Percentage of AUM | View | |
| ELEVATION WEALTH PARTNERS LLC CRD 324951 | NY | Advisory firm LLC | $219.6M | 2 advisors | Percentage of AUM | View | |
| THE PERSONAL WEALTH COACH CRD 144588 | Salado, TX | Advisory firm LLC | $219.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOLIS ADVISORS, LP CRD 163345 | New York, NY | Advisory firm LP | $219.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COPPER LEAF FINANCIAL, LLC CRD 285378 | Williston, VT | Advisory firm LLC | $219.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWBRIDGE WEALTH MANAGEMENT CRD 169239 | Bryn Mawr, PA | Advisory firm LLC | $219.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLOCUM, GORDON & CO. LLP CRD 104929 | Newport, RI | Advisory firm LLP | $219.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOTIV8 INVESTMENTS LLC CRD 285560 | Port St. Lucie, FL | Advisory firm LLC | $219.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTERIS WEALTH MANAGEMENT, INC. CRD 108314 | Armonk, NY | Advisory firm Other (specify) | $219.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| E-WEALTH PARTNERS CRD 327053 | Minnetonka, MN | Advisory firm LLC | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CSC UPSHOT VENTURES MANAGEMENT, LLC CRD 283270 | Palo Alto, CA | Advisory firm LLC | $218.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA FINANCIAL ADVISORS, LLC CRD 116291 | Mclean, VA | Advisory firm LLC | $218.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIPER HEARTLAND HEALTHCARE CAPITAL, LLC CRD 310044 | Minneapolis, MN | Advisory firm LLC | $218.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED WEALTHCARE, LLC CRD 312929 | Durham, NC | Advisory firm LLC | $218.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANUKA FINANCIAL CRD 313528 | CA | Advisory firm LLC | $218.1M | 2 advisors | Fixed fees | View | |
| ALLSTREET CAPITAL LLC CRD 283564 | Los Angeles, CA | Advisory firm LLC | $218.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON HILL ADVISORS, LLC CRD 284162 | Houston, TX | Advisory firm LLC | $217.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONCLAD INVESTMENTS LLC CRD 154872 | Maitland, FL | Advisory firm LLC | $217.9M | 2 advisors | Percentage of AUM | View |