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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 | |||||
|---|---|---|---|---|---|---|---|
| HARDWORKING CAPITAL ADVISORS, LLC CRD 226760 | Palm Desert, CA | Advisory firm LLC | $206.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTPATH WEALTH PLANNING, LLC CRD 160563 | Camarillo, CA | Advisory firm LLC | $205.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LC VERO MANAGER CRD 338361 | New York, NY | Advisory firm LLC | $205.6M | 3 advisors | Fixed fees; Performance-based fees | View | |
| WESTERN PACIFIC WEALTH MANAGEMENT, LP CRD 152714 | Lake Forest, IL | Advisory firm LP | $205.5M | 2 advisors | Percentage of AUM | View | |
| SAFEBRIDGE LLC CRD 289485 | NC | Advisory firm LLC | $205.3M | 1 advisors | Fixed fees | View | |
| BLUE MARBLE INVESTMENTS CRD 141354 | Santa Barbara, CA | Advisory firm LLC | $205.1M | 3 advisors | Percentage of AUM | View | |
| TRIDENT MANAGEMENT LLC CRD 319632 | New York, NY | Advisory firm LLC | $205.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| 021 INVESTMENTS LLC CRD 328334 | Miami, FL | Advisory firm LLC | $205.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KIRK CAPITAL ADVISORS LLC CRD 312401 | Vienna, VA | Advisory firm LLC | $204.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHAVENUE LLC CRD 297300 | Columbus, OH | Advisory firm LLC | $204.8M | 3 advisors | Fixed fees | View | |
| MITTELMAN WEALTH MANAGEMENT CRD 313042 | MA | Advisory firm LLC | $204.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DONALIES FINANCIAL PLANNING, LLC CRD 164700 | CA | Advisory firm LLC | $204.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENTUM WEALTH PLANNING CRD 331563 | NY | Advisory firm LLC | $204.5M | 2 advisors | Percentage of AUM | View | |
| EXTANT CAPITAL LLC CRD 337508 | Albany, NY | Advisory firm LLC | $204.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL CAPITAL WEALTH MANAGEMENT LLC CRD 292217 | IN | Advisory firm LLC | $204.2M | 2 advisors | Percentage of AUM | View | |
| FRANKLY FINANCES CRD 321270 | CA | Advisory firm LLC | $204.2M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| PORTUS WEALTH ADVISORS, LLC CRD 300558 | Charlotte, NC | Advisory firm LLC | $204.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VIDEN ARBOR CAPITAL CRD 169533 | MI | Advisory firm LLC | $204.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERKKURI WEALTH ADVISORS LLC CRD 330164 | Jericho, NY | Advisory firm LLC | $204.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| UP NORTH FINANCIAL, LLC CRD 150996 | Traverse City, MI | Advisory firm LLC | $203.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARIA GROWTH PARTNERS LP CRD 315978 | New York, NY | Advisory firm LP | $203.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHTSQUARE WEALTH MANAGEMENT, LLC CRD 324958 | Bingham Farms, MI | Advisory firm LLC | $203.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEMENT SQUARED PRIVATE WEALTH CRD 311284 | Minneapolis, MN | Advisory firm LLC | $203.5M | 6 advisors | Percentage of AUM | View | |
| RAYLIANT INVESTMENT RESEARCH CRD 306119 | Newport Beach, CA | Advisory firm Other (specify) | $203.5M | 8 advisors | Percentage of AUM | View |