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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 | |||||
|---|---|---|---|---|---|---|---|
| CENTRIC ADVISORS, LLC CRD 282477 | Cypress, TX | Advisory firm LLC | $211.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ROUNDS CRD 110384 | Cincinnati, OH | Advisory firm LLC | $211.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNACLE WEALTH MANAGEMENT, LLC CRD 315578 | Roseville, CA | Advisory firm LLC | $211.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAFFER CAPITAL CRD 150106 | Westerville, OH | Advisory firm LLC | $211.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WMK INVESTMENT PARTNERS CRD 309832 | CO | Advisory firm LLC | $211.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| REFINED WEALTH MANAGEMENT CRD 169563 | Salt Lake City, UT | Advisory firm LLC | $210.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND FINANCIAL, LLC CRD 292271 | CA | Advisory firm LLC | $210.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RENAUD & COMPANY, LLC CRD 115337 | Ofallon, MO | Advisory firm LLC | $210.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LATTIS MANAGEMENT LP CRD 333629 | New York, NY | Advisory firm LP | $210.7M | 6 advisors | Percentage of AUM | View | |
| PARKSTONE WEALTH MANAGEMENT, LLC CRD 168253 | Arlington, TX | Advisory firm LLC | $210.6M | 3 advisors | Percentage of AUM | View | |
| GUERRA PAN ADVISORS, LLC CRD 313489 | CA | Advisory firm LLC | $210.4M | 1 advisors | Percentage of AUM | View | |
| FIDELIS WEALTH ADVISORS CRD 292551 | Castle Rock, CO | Advisory firm LLC | $210.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| KDT ADVISORS, LLC CRD 289816 | Princeton, NJ | Advisory firm LLC | $210.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEPENDENCE WEALTH ADVISORS, LLC CRD 306236 | Independence, OH | Advisory firm LLC | $210.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SENTINEL GLOBAL CRD 326444 | San Francisco, CA | Advisory firm LP | $210.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SMART PORTFOLIOS, LLC CRD 131342 | Lake Forest Park, WA | Advisory firm LLC | $210.3M | 4 advisors | Percentage of AUM | View | |
| ATLANTIC FAMILY WEALTH, LLC CRD 171062 | Coral Gables, FL | Advisory firm LLC | $210.1M | 1 advisors | Percentage of AUM | View | |
| MACROCLIMATE LLC CRD 130655 | CA | Advisory firm LLC | $210.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PARE PARTNERS II LLC CRD 327575 | Miami, FL | Advisory firm LLC | $210.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE SECURITIES LLC CRD 140379 | Overland Park, KS | Advisory firm LLC | $210.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREETOP WEALTH MANAGEMENT, LLC CRD 155013 | Northfield, IL | Advisory firm LLC | $210.0M | 3 advisors | Percentage of AUM; Commissions | View | |
| HUFFMAN & ROSS WEALTH MANAGEMENT LLC CRD 334674 | Morgantown, WV | Advisory firm LLC | $210.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GOUWS CAPITAL LLC CRD 153812 | Charlotte, NC | Advisory firm LLC | $209.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAMS FINANCIAL, LLC CRD 137038 | North Bennington, VT | Advisory firm LLC | $209.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |