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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 | |||||
|---|---|---|---|---|---|---|---|
| PARADIGM WEALTH ADVISORY LLC CRD 283120 | Bridgewater, NJ | Advisory firm LLC | $201.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUTHENTIC VENTURES INVESTMENT MANAGER, LLC CRD 304938 | Oakland, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| STRATEGIC ADVISORY SERVICES CRD 287984 | Memphis, TN | Advisory firm LLC | $201.2M | 8 advisors | Percentage of AUM | View | |
| REGENTS PARTNERS, LLC CRD 322915 | AZ | Advisory firm LLC | $201.2M | 1 advisors | Percentage of AUM | View | |
| WAVERLEY WEALTH MANAGEMENT LLC CRD 156023 | Mountain View, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| UPPER LEFT WEALTH MANAGEMENT, LLC CRD 288762 | CA | Advisory firm LLC | $201.1M | 2 advisors | Percentage of AUM | View | |
| STERLING MANOR FINANCIAL, LLC CRD 284218 | Saratoga Springs, NY | Advisory firm LLC | $201.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY PORTFOLIO GUIDE, LLC CRD 153188 | Seal Beach, CA | Advisory firm LLC | $201.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRIDE INVESTMENTS, LLC CRD 167037 | Chicago, IL | Advisory firm LLC | $200.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ELDRIDGE SME ADVISERS CRD 334010 | New York, NY | Advisory firm LLC | $200.9M | 110 advisors | Percentage of AUM; Performance-based fees | View | |
| CALCULATED WEALTH CRD 318985 | Madison, WI | Advisory firm LLC | $200.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGO MANAGEMENT AND RESEARCH COMPANY, LLC CRD 339043 | NY | Advisory firm LLC | $200.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FARRELL FINANCIAL CRD 321609 | Orchard Park, NY | Advisory firm LLC | $200.6M | 3 advisors | Percentage of AUM | View | |
| RMG ADVISORS CRD 122366 | Rockville, MD | Advisory firm LLC | $200.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD BAY WEALTH MANAGEMENT LLC CRD 160837 | Tahoe City, CA | Advisory firm LLC | $200.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| U.S. PRIVATE WEALTH, LLC CRD 167288 | Palm Beach Gardens, FL | Advisory firm LLC | $200.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC CRD 121061 | — | Advisory firm LLC | $200.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARVEST INVESTMENT ADVISORS, LLC CRD 136693 | GA | Advisory firm LLC | $200.3M | 1 advisors | Percentage of AUM | View | |
| WEINGARTEN ASSOCIATES, L.L.C. CRD 127718 | Lawrenceville, NJ | Advisory firm LLC | $200.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| TANDEM INVESTMENT PARTNERS, LLC CRD 172309 | Bordentown, NJ | Advisory firm LLC | $200.2M | 4 advisors | Percentage of AUM | View | |
| LAUGHLIN FINANCIAL LLC CRD 165105 | Bloomington, IN | Advisory firm LLC | $200.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POST CAPITAL PARTNERS CRD 161892 | New York, NY | Advisory firm LLC | $200.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GENESIS WEALTH ADVISORS, LLC CRD 158388 | Braintree, MA | Advisory firm LLC | $200.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AI ALPHA LLC CRD 334908 | Grand Rapids, MI | Advisory firm LLC | $200.0M | 3 advisors | FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS | View |