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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 | |||||
|---|---|---|---|---|---|---|---|
| KINWELL LLC CRD 290449 | Charleston, SC | Advisory firm LLC | $214.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DOWNSHIFT FINANCIAL CRD 314068 | CA | Advisory firm LLC | $214.7M | 3 advisors | Fixed fees | View | |
| HALLSTATT ADVISORS L.P. CRD 319512 | — | Advisory firm LP | $214.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EASTSOUND CAPITAL ADVISORS, LLC CRD 160180 | CA | Advisory firm LLC | $214.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UTA LLC CRD 315427 | Vancouver, WA | Advisory firm LLC | $214.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | Westlake, OH | Advisory firm LLC | $214.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOBLEBRIDGE WEALTH CRD 146612 | CA | Advisory firm LLC | $214.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH WITH NO REGRETS® CRD 159201 | Alpharetta, GA | Advisory firm LLC | $214.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHTRAK ADVISORS CRD 160057 | Virginia Beach, VA | Advisory firm LLC | $214.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE HILL CAPITAL CRD 155016 | Ann Arbor, MI | Advisory firm LLC | $214.3M | 2 advisors | Percentage of AUM | View | |
| EQUITAS CAPITAL ADVISORS,LLC CRD 124471 | New Orleans, LA | Advisory firm LLC | $214.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VIABLE CRD 322140 | NJ | Advisory firm LLC | $214.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC RETIREMENT ADVISORS, LLC CRD 142887 | Elk Grove, CA | Advisory firm LLC | $214.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA WEALTH FUNDS, LLC CRD 150231 | Park City, UT | Advisory firm LLC | $214.1M | 11 advisors | Percentage of AUM · Hourly charges +5 more | View | |
| ADAPTIVE WEALTH ENGINEERING CRD 111243 | Las Vegas, NV | Advisory firm LLC | $214.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC MANAGEMENT PARTNERS LLC CRD 172044 | CA | Advisory firm LLC | $214.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PREMIS ADVISORS, LLC CRD 283679 | Atlanta, GA | Advisory firm LLC | $213.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT FINANCIAL SERVICES CRD 147518 | Overland Park, KS | Advisory firm LLC | $213.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMITTEN FINANCIAL LLC CRD 300779 | Milford, MI | Advisory firm LLC | $213.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LOCKER FINANCIAL SERVICES, LLC CRD 120900 | Verona, NJ | Advisory firm LLC | $213.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OZE CAPITAL LLC CRD 327276 | Florham Park, NJ | Advisory firm LLC | $213.7M | 5 advisors | Fixed fees · Performance-based fees +1 more | View | |
| A4 WEALTH ADVISORS LLC CRD 152397 | Huntersville, NC | Advisory firm LLC | $213.7M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLOBAL TRUST WEALTH MANAGEMENT LLC CRD 333458 | West Palm Beach, FL | Advisory firm LLC | $213.7M | 3 advisors | Percentage of AUM | View | |
| COASTLINE COMPLETE WEALTH LLC CRD 338227 | Bluffton, SC | Advisory firm LLC | $213.6M | 2 advisors | Percentage of AUM; Hourly charges | View |