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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 | |||||
|---|---|---|---|---|---|---|---|
| ARROW WEALTH ADVISORY LLC CRD 296890 | DE | Advisory firm LLC | $217.8M | 1 advisors | Fixed fees | View | |
| OPPVEST, LLC CRD 296317 | New York, NY | Advisory firm LLC | $217.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PRESCOTT ADVISORS, LLC CRD 283784 | Dallas, TX | Advisory firm LLC | $217.8M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKER FINANCIAL ADVISORS LLC CRD 305188 | Houston, TX | Advisory firm LLC | $217.6M | 2 advisors | Percentage of AUM | View | |
| AFFINITY WEALTH LLC CRD 285169 | Canton, OH | Advisory firm LLC | $217.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GRANGE CAPITAL, LLC CRD 131699 | Beaverton, OR | Advisory firm LLC | $217.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| NEW HORIZON FINANCIAL STRATEGIES, LLC CRD 125729 | Ithaca, NY | Advisory firm LLC | $217.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLARIS INVESTMENT ADVISORS, LLC CRD 324093 | Framingham, MA | Advisory firm LLC | $217.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THOR FINANCIAL TECHNOLOGIES CRD 310362 | Greensburg, PA | Advisory firm LLC | $217.0M | 2 advisors | Percentage of AUM; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS | View | |
| PALADIN FINANCIAL CRD 288387 | Arden Hills, MN | Advisory firm LLC | $216.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEDGEWOOD WEALTH ADVISORS, LLC CRD 109049 | Exeter, NH | Advisory firm LLC | $216.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FFG RETIREMENT COUNSELING CRD 308305 | Centennial, CO | Advisory firm LLC | $216.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FMSA CRD 154136 | CO | Advisory firm LLC | $216.4M | 20 advisors | Percentage of AUM; Hourly charges | View | |
| ARK WEALTH MANAGEMENT CRD 317264 | Austin, TX | Advisory firm LLC | $216.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SKY ALPHA ASSET ADVISORS CRD 295839 | Boca Raton, FL | Advisory firm LLC | $216.0M | 2 advisors | Percentage of AUM; Commissions | View | |
| MEDICI CAPITAL LLC CRD 308394 | Newport Beach, CA | Advisory firm LLC | $215.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MARRICK WEALTH CRD 164758 | Irvine, CA | Advisory firm LLC | $215.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNEDY WEALTH & TAX MANAGEMENT, LLC CRD 172394 | Southbury, CT | Advisory firm LLC | $215.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAGG FINANCIAL CRD 110592 | Shelby, NC | Advisory firm LLP | $215.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| NATURAL CAPITAL CRD 306002 | Fayetteville, AR | Advisory firm LLC | $215.1M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DISHMI CAPITAL, LLC CRD 336392 | Pasadena, CA | Advisory firm LLC | $215.1M | 2 advisors | Percentage of AUM | View | |
| CONSILIUM, LLC CRD 304503 | Boulder, CO | Advisory firm LLC | $215.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SIMPLYRIA ADVISOR NETWORK CRD 154494 | Brighton, MI | Advisory firm LLC | $214.9M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERHOUSE ASSETS LLC CRD 157538 | MA | Advisory firm LLC | $214.8M | 3 advisors | Percentage of AUM | View |