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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 | |||||
|---|---|---|---|---|---|---|---|
| ADVISORY INVESTOR SERVICES LLC CRD 173134 | Miami, FL | Advisory firm LLC | $209.9M | 6 advisors | Percentage of AUM; CONSULTING FEES | View | |
| T.M. WEALTH MANAGEMENT CRD 287965 | Reston, VA | Advisory firm LLC | $209.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CULTIVATING WEALTH CRD 282447 | CA | Advisory firm LLC | $209.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNSTATE WEALTH MANAGEMENT LLC CRD 317453 | Coral Gables, FL | Advisory firm LLC | $209.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUNDE & CO. LLC CRD 106383 | Seattle, WA | Advisory firm LLC | $209.5M | 2 advisors | Percentage of AUM | View | |
| BABB WEALTH ADVISORS LLC CRD 298347 | Flagstaff, AZ | Advisory firm LLC | $209.4M | 3 advisors | Percentage of AUM; THIRD PARTY MANAGERS | View | |
| WHARTON WEALTH MANAGEMENT, LLC CRD 281348 | Malvern, PA | Advisory firm LLC | $209.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FILIGREE WEALTH ADVISORS, LLC CRD 318729 | Irvine, CA | Advisory firm LLC | $209.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELI CIRCLE CAPITAL, LP CRD 326553 | Los Angeles, CA | Advisory firm LP | $209.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RESERVOIR WEALTH MANAGEMENT CRD 293131 | Lima, OH | Advisory firm LLC | $208.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHCOL ADVISORS CRD 308154 | Naples, FL | Advisory firm LLC | $208.7M | 3 advisors | Percentage of AUM | View | |
| CLARITY WEALTH DEVELOPMENT, LLC CRD 155103 | Corvallis, OR | Advisory firm LLC | $208.6M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GOLDEN BELL FINANCIAL PLANNING, LLC CRD 305635 | GA | Advisory firm LLC | $208.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH PLANNING CRD 149134 | Richardson, TX | Advisory firm LP | $208.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOYAGER MANAGEMENT, LLC CRD 135434 | Los Angeles, CA | Advisory firm LLC | $208.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PONTA WEALTH PARTNERS, LLC CRD 330058 | Winter Park, FL | Advisory firm LLC | $208.4M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL LIFE PLANNERS CRD 129415 | Tempe, AZ | Advisory firm LLC | $208.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SFC FINANCIAL LLC CRD 129817 | Sunset Hills, MO | Advisory firm LLC | $208.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UCAP AMERICAS CRD 170846 | Miami, FL | Advisory firm LLC | $208.2M | 7 advisors | Percentage of AUM; 12B-1 FEES | View | |
| OPEN FIELD CAPITAL LLC CRD 136313 | New York, NY | Advisory firm LLC | $208.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALERE PLANNING LLC CRD 286121 | LA | Advisory firm LLC | $208.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULCRUM WEALTH ADVISORS, LLC CRD 169277 | Bellevue, WA | Advisory firm LLC | $208.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRSCALE CAPITAL, LLC CRD 165535 | Nashua, NH | Advisory firm LLC | $207.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPSTAR FINANCIAL SERVICES LLC CRD 300349 | Austin, TX | Advisory firm LLC | $207.8M | 3 advisors | Percentage of AUM; Fixed fees | View |