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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 | |||||
|---|---|---|---|---|---|---|---|
| ARGYLE CAPITAL PARTNERS, LLC CRD 162246 | Los Angeles, CA | Advisory firm LLC | $213.6M | 3 advisors | Percentage of AUM | View | |
| CEDARWOOD WEALTH CRD 334756 | Highlands Ranch, CO | Advisory firm LLC | $213.4M | 3 advisors | Percentage of AUM | View | |
| SIGNAL TREE FINANCIAL PARTNERS LLC CRD 311871 | Copley, OH | Advisory firm LLC | $213.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LAKE PACIFIC PARTNERS CRD 174253 | Dallas, TX | Advisory firm LLC | $213.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AO WEALTH ADVISORY CRD 288301 | Urbandale, IA | Advisory firm LLC | $213.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATHIS WEALTH MANAGEMENT CRD 172858 | Phoenix, AZ | Advisory firm LLC | $212.8M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SACKS & ASSOCIATES, LLC CRD 174909 | Warren, NJ | Advisory firm LLC | $212.8M | 3 advisors | Percentage of AUM | View | |
| GIBRALTAR WEALTH MANAGEMENT, LLC CRD 124128 | Abington, PA | Advisory firm LLC | $212.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL PLANNING SERVICES CRD 121034 | Fort Wayne, IN | Advisory firm Sole prop | $212.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| URBAN WEALTH MANAGEMENT OR UWM CRD 285633 | AZ | Advisory firm LLC | $212.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BRIXTON CAPITAL WEALTH ADVISORS, LLC CRD 288810 | Garden City, NY | Advisory firm LLC | $212.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCOLERE EQUITY PARTNERS, LLC CRD 324822 | Los Angeles, CA | Advisory firm LLC | $212.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MADRID WEALTH MANAGEMENT CRD 333331 | Albuquerque, NM | Advisory firm LLC | $212.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JH ADVISORS CRD 139587 | Salem, OR | Advisory firm LLC | $212.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAVIAS FINANCIAL CRD 289589 | Iselin, NJ | Advisory firm LLC | $212.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCHANAN WEALTH MANAGEMENT CRD 316629 | Reston, VA | Advisory firm LLC | $212.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAC CAPITAL ADVISORS LLC CRD 317559 | GA | Advisory firm LLC | $212.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DIAMOND WEALTH MANAGEMENT, LLC CRD 288603 | Alpine, UT | Advisory firm LLC | $212.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JMC MANAGEMENT, LLC CRD 169235 | Boston, MA | Advisory firm LLC | $211.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSSJOHNSON & ASSOCIATES, LLC CRD 297583 | Plymouth, MN | Advisory firm LLC | $211.6M | 3 advisors | Percentage of AUM; Commissions | View | |
| SILVER LAKE CAPITAL PARTNERS CRD 329997 | Dallas, TX | Advisory firm LLC | $211.5M | 1 advisors | Percentage of AUM | View | |
| KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC CRD 338738 | St.. Charles, IL | Advisory firm LLC | $211.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. CRD 113181 | Metairie, LA | Advisory firm LLC | $211.5M | 6 advisors | Percentage of AUM | View | |
| SKYLARK PRIVATE EQUITY PARTNERS, LP CRD 315174 | Dallas, TX | Advisory firm LP | $211.4M | 7 advisors | Percentage of AUM; CARRIED INTEREST | View |