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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 | |||||
|---|---|---|---|---|---|---|---|
| KAHALA FINANCIAL ADVISORS, LLC CRD 108564 | Honolulu, HI | Advisory firm LLC | $203.4M | 2 advisors | Percentage of AUM | View | |
| WJ FINANCIAL ADVISORS, LLC CRD 142761 | Killingworth, CT | Advisory firm LLC | $203.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDERMOTT INVESTMENT ADVISORS, LLC CRD 132221 | Naples, FL | Advisory firm LLC | $203.3M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEW HORIZONS WEALTH MANAGEMENT CRD 328155 | Cedar Knolls, NJ | Advisory firm LLC | $203.3M | 4 advisors | Percentage of AUM | View | |
| INDEPENDENT WEALTH MANAGEMENT, LLC CRD 124242 | Traverse City, MI | Advisory firm LLC | $203.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHSANDS CAPITAL CRD 331698 | New York, NY | Advisory firm LP | $202.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HARMONT FIXED INCOME, LLC CRD 321151 | AZ | Advisory firm LLC | $202.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FORNESS FINANCIAL LLC CRD 172473 | Needham, MA | Advisory firm LLC | $202.8M | 3 advisors | Percentage of AUM | View | |
| CAMPBELL FINANCIAL PARTNERS, LLC CRD 142889 | Fort Myers, FL | Advisory firm LLC | $202.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEENAN FINANCIAL CRD 285673 | Boston, MA | Advisory firm LLC | $202.5M | 26 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSON VALUE MANAGEMENT, LTD. CRD 110156 | San Antonio, TX | Advisory firm LP | $202.3M | 2 advisors | Percentage of AUM | View | |
| MCCARTHY WEALTH & TAX ADVISORS CRD 135875 | Springboro, OH | Advisory firm LLC | $202.0M | 3 advisors | Percentage of AUM | View | |
| SORTIS FUND MANAGER, LLC CRD 315584 | Portland, OR | Advisory firm LLC | $202.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BAM WEALTH MANAGEMENT LLC CRD 330237 | Lakewood, CO | Advisory firm LLC | $202.0M | 9 advisors | Percentage of AUM | View | |
| BLONG FINANCIAL CRD 164746 | Memphis, TN | Advisory firm LLC | $202.0M | 2 advisors | Percentage of AUM | View | |
| GREAT RIVER FINANCIAL CRD 314172 | Plymouth, MN | Advisory firm LLC | $201.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRIXEY & MEYER CAPITAL LLC CRD 299465 | Cincinnati, OH | Advisory firm LLC | $201.8M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEARVIEW WEALTH ADVISORS, LLC CRD 305737 | Salem, OR | Advisory firm LLC | $201.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DANER WEALTH MANAGEMENT, LLC CRD 317373 | Alpharetta, GA | Advisory firm LLC | $201.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPZONE MANAGEMENT LLC CRD 330135 | Norwalk, CT | Advisory firm LLC | $201.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXELE ADVISORS, LLC CRD 165129 | Webster Groves, MO | Advisory firm LLC | $201.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVEL ONE FUND CRD 316294 | Miami, FL | Advisory firm LLC | $201.5M | 3 advisors | Percentage of AUM | View | |
| SAUL WEALTH ADVISORS, LLC CRD 337371 | Miami, FL | Advisory firm LLC | $201.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARREN EQUITY PARTNERS, LLC CRD 158494 | Charlottesville, VA | Advisory firm LLC | $201.4M | 3 advisors | Percentage of AUM; Performance-based fees | View |