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 | |||||
|---|---|---|---|---|---|---|---|
| CREDIT BRIDGE ADVISORS LLC CRD 332233 | FL | Advisory firm LLC | $200.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPEN PRIVATE ADVISORS, LLC CRD 297639 | Sioux Falls, SD | Advisory firm LLC | $199.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LBB HOLDING COMPANY LLC CRD 282285 | Norwalk, CT | Advisory firm LLC | $199.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IA NETWORK, LLC CRD 319096 | Charlotte, NC | Advisory firm LLC | $199.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISOR.INVESTMENTS CRD 142202 | Baton Rouge, LA | Advisory firm LLC | $199.4M | 3 advisors | Percentage of AUM · Commissions +2 more | View | |
| SCALAR GAUGE MANAGEMENT, LLC CRD 287991 | Dallas, TX | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLER GLOBAL INVESTMENTS, L.L.C. CRD 114683 | Dallas, TX | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM | View | |
| TRANQUILLI FINANCIAL ADVISOR, LLC CRD 298056 | Clinton, NJ | Advisory firm LLC | $199.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIQUANT CRD 325236 | OR | Advisory firm LLC | $199.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SECHREST FINANCIAL SERVICES CRD 128688 | Acton, MA | Advisory firm LLC | $199.2M | 2 advisors | Fixed fees | View | |
| AIO FINANCIAL, LLC CRD 114030 | Tucson, AZ | Advisory firm LLC | $199.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ARCHITECTS, LLC CRD 116027 | Woodstock, GA | Advisory firm LLC | $199.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWA ADVISORS CRD 150120 | Boca Raton, FL | Advisory firm LLC | $199.1M | 1 advisors | Percentage of AUM | View | |
| CATOCTIN RIDGE WEALTH PARTNER CRD 333113 | Thurmont, MD | Advisory firm LLC | $199.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNCOMMON EQUITY LLC CRD 314936 | Chicago, IL | Advisory firm LLC | $198.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL SQUARED FINANCIAL LLC CRD 326861 | Rockville, MD | Advisory firm LLC | $198.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTERCAPITAL CRD 324314 | Austin, TX | Advisory firm LLC | $198.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INVISOR CRD 174890 | Seneca, KS | Advisory firm LLC | $198.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESTIGE WEALTHWIDE, LLC CRD 321789 | Lehi, UT | Advisory firm LLC | $198.5M | 3 advisors | Percentage of AUM | View | |
| SCALEWORKS CAPITAL, LLC CRD 306560 | San Antonio, TX | Advisory firm LLC | $198.4M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFIR WEALTH ADVISORS, LLC CRD 285848 | MA | Advisory firm LLC | $198.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLANTIC WEALTH PARTNERS, LLC CRD 289440 | Jupiter, FL | Advisory firm LLC | $198.1M | 4 advisors | Percentage of AUM | View | |
| WELCH FINANCIAL PLANNING, LLC CRD 329418 | Boulder, CO | Advisory firm LLC | $198.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIP INVESTMENT ADVISER LLC CRD 300541 | West Palm Beach, FL | Advisory firm LLC | $198.0M | 4 advisors | Percentage of AUM; Performance-based fees | View |