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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 | |||||
|---|---|---|---|---|---|---|---|
| CONSTANT GUIDANCE FINANCIAL, LLC CRD 172612 | North Attleboro, MA | Advisory firm LLC | $198.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALVERT IMPACT ADVISORY SERVICES, LLC CRD 326022 | Bethesda, MD | Advisory firm LLC | $197.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PRESTON INVESTMENTS CRD 289926 | Kingman, AZ | Advisory firm LLC | $197.7M | 4 advisors | Percentage of AUM | View | |
| BOARDWALK FINANCIAL STRATEGIES LLC CRD 165048 | Hartland, WI | Advisory firm LLC | $197.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ATTENTIVE INVESTMENTS, LLC CRD 315478 | Stockton, CA | Advisory firm LLC | $197.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAUTIS FINANCIAL, LLC CRD 148582 | Montclair, NJ | Advisory firm LLC | $197.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| L CAPITAL, LLC CRD 277098 | Windsor, CA | Advisory firm LLC | $197.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVIS WEALTH ADVISORS CRD 287736 | Salem, NH | Advisory firm LLC | $197.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHWALLIER WEALTH MANAGEMENT CRD 143329 | Grand Rapids, MI | Advisory firm LLC | $197.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIREME CAPITAL, LLC CRD 283224 | Rockville, MD | Advisory firm LLC | $196.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RECIPROCAL VENTURE MANAGEMENT, L.L.C. CRD 288520 | New York, NY | Advisory firm LLC | $196.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| REI WEALTH MANAGEMENT CRD 172220 | — | Advisory firm LLC | $196.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RLH CAPITAL, LLC CRD 321913 | — | Advisory firm LLC | $196.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRADLEY WEALTH LLC CRD 131808 | Scottsdale, AZ | Advisory firm LLC | $196.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNOR CAPITAL SB, LLC CRD 283073 | Santa Barbara, CA | Advisory firm LLC | $196.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AVANT FINANCIAL ADVISORS CRD 297894 | Austin, TX | Advisory firm LLC | $196.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FRIEDENTHAL FINANCIAL, LLC CRD 150457 | Marlton, NJ | Advisory firm LLC | $196.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| AMPHORA WEALTH MANAGEMENT, LLC CRD 157968 | Chapel Hill, NC | Advisory firm LLC | $196.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMITH PARTNERS WEALTH MANAGEMENT, LLC CRD 112231 | Greensboro, NC | Advisory firm LLC | $196.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLINGRATH WEALTH MANAGEMENT, L.L.C. CRD 336024 | New Orleans, LA | Advisory firm LLC | $196.1M | 4 advisors | Percentage of AUM | View | |
| FRAZIER FINANCIAL CONSULTANTS, LLC CRD 112897 | Chapel Hill, NC | Advisory firm LLC | $196.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN GATE PERSONAL FINANCIAL PLANNING CRD 132264 | San Francisco, CA | Advisory firm LLC | $195.9M | 1 advisors | Fixed fees | View | |
| TEPP WEALTH MANAGEMENT CRD 283899 | Westfield, NJ | Advisory firm LLC | $195.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONETREE INVESTMENT PARTNERS LLC CRD 318477 | Dallas, TX | Advisory firm LLC | $195.7M | 6 advisors | Percentage of AUM; Performance-based fees | View |