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 | |||||
|---|---|---|---|---|---|---|---|
| ARK ADVISORS LLC CRD 167456 | Bloomington, IL | Advisory firm LLC | $195.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VFPE ADVISORS LLC CRD 299829 | Audubon, PA | Advisory firm LLC | $195.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH GROUND CAPITAL CRD 325287 | MA | Advisory firm LLC | $195.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC CRD 147376 | Crystal Lake, IL | Advisory firm LLC | $195.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMR WEALTH MANAGEMENT CRD 152266 | New York, NY | Advisory firm LLC | $195.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WESTMARK WEALTH MANAGEMENT CRD 334109 | Phoenix, AZ | Advisory firm LLC | $195.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MONTERONE PARTNERS LLP CRD 285926 | London | Advisory firm LLP | $195.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FEG CURIO INVESTMENT PARTNERS, LLC CRD 323497 | Cincinnati, OH | Advisory firm LLC | $195.3M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EMERGENT FINANCIAL SERVICES, LLC. CRD 288434 | Charlottesville, VA | Advisory firm LLC | $195.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC CRD 298155 | Milwaukee, WI | Advisory firm LLC | $195.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIGHT PATH SPORTS PARTNERS, LLC CRD 327730 | Cleveland, OH | Advisory firm LLC | $194.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBRIDGE CAPE COD ADVISORS, LLC CRD 133301 | Sandwich, MA | Advisory firm LLC | $194.8M | 2 employees | Percentage of AUM; Fixed fees | View | |
| MICHAEL TRAXLER WEALTH MANAGEMENT, LLC CRD 285427 | New Prague, MN | Advisory firm LLC | $194.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SENSIBLE PORTFOLIOS, LLC CRD 121045 | — | Advisory firm LLC | $194.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACCORD EQUITY ADVISORS LLC CRD 166977 | San Francisco, CA | Advisory firm LLC | $194.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DRUM HILL CAPITAL, LLC CRD 123359 | Westport, CT | Advisory firm LLC | $194.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEIL JESANI WEALTH MANAGEMENT CRD 322345 | Sunrise, FL | Advisory firm LLC | $194.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WACONA CAPITAL, LLC CRD 331836 | Charlottesville, VA | Advisory firm LLC | $194.1M | 4 advisors | Fixed fees; Performance-based fees | View | |
| TOWNSEND WEALTH MANAGEMENT CRD 126241 | Columbus, GA | Advisory firm LLC | $194.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE | View | |
| CAPITAL AND PLANNING, LLC CRD 321104 | Jonesboro, GA | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM | View | |
| INTEGRITY WEALTH PARTNERS, LLC CRD 167314 | Walnut Creek, CA | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TETLEY INVESTMENTS, LLC CRD 164130 | Park Ridge, IL | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BUCKLEY CAPITAL ADVISORS, LLC CRD 268818 | Miami Beach, FL | Advisory firm LLC | $193.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EMETH VALUE CAPITAL, LLC CRD 310696 | New Orleans, LA | Advisory firm LLC | $193.7M | 1 advisors | Percentage of AUM; Performance-based fees | View |