Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| OROGRAPHIC FINANCIAL ADVISORS CRD 323980 | CA | Advisory firm LLC | $207.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATES PASS ADVISORS, LLC CRD 269983 | Los Altos, CA | Advisory firm LLC | $207.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SMITH & WYATT CRD 285310 | College Station, TX | Advisory firm LLC | $207.5M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRAIRIEVIEW WEALTH & TAX ADVISORS CRD 327974 | Frankfort, IL | Advisory firm LLC | $207.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC CRD 302098 | Lawrenceville, NJ | Advisory firm LLC | $207.4M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LESA SROUFE & COMPANY, INC. CRD 130232 | Seattle, WA | Advisory firm Other (specify) | $207.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLUESTONE® FINANCIAL ADVISORS, LLC CRD 146946 | Bethesda, MD | Advisory firm LLC | $207.3M | 2 advisors | Fixed fees | View | |
| COUNTERWEIGHT PRIVATE WEALTH CRD 327880 | Wilmington, NC | Advisory firm LLC | $207.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1819 PARTNERS CRD 326601 | Memphis, TN | Advisory firm LLC | $207.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FFO INVESTMENTS LLC CRD 338887 | Tampa, FL | Advisory firm LLC | $207.1M | 5 advisors | Percentage of AUM | View | |
| PURTILL FINANCIAL LLC CRD 133764 | Highland Heights, OH | Advisory firm LLC | $207.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LAKE HILLS WEALTH MANAGEMENT, LLC CRD 286175 | Austin, TX | Advisory firm LLC | $206.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WFA OF SAN DIEGO CRD 307404 | San Diego, CA | Advisory firm LLC | $206.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KATE CAPITAL LLC CRD 329897 | Westport, CT | Advisory firm LLC | $206.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FOLIOBEYOND, LLC CRD 298234 | CA | Advisory firm LLC | $206.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 360 FINANCIAL PARTNERS, LLC CRD 169280 | Mount Pleasant, SC | Advisory firm LLC | $206.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MASONBORO ADVISORS CRD 145151 | Wilmington, NC | Advisory firm LLC | $206.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMUNIDAD REALTY PARTNERS CRD 315665 | Austin, TX | Advisory firm LLC | $206.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BAUMAN WEALTH ADVISORS CRD 153061 | Las Vegas, NV | Advisory firm LLC | $206.4M | 8 advisors | Percentage of AUM | View | |
| ALEXIS INVESTMENT PARTNERS, LLC CRD 313394 | CA | Advisory firm LLC | $206.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COOKSEN WEALTH, LLC CRD 300451 | The Woodlands, TX | Advisory firm LLC | $206.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC CRD 319075 | Anchorage, AK | Advisory firm LLC | $206.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| YIELDPOINT CRD 311859 | New York, NY | Advisory firm LP | $206.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADC WEALTH MANAGEMENT, LLC CRD 159083 | Massapequa, NY | Advisory firm LLC | $206.1M | 2 advisors | Percentage of AUM; Fixed fees | View |