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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 | |||||
|---|---|---|---|---|---|---|---|
| MWS CAPITAL CONSULTANTS LLC CRD 125061 | Chicago, IL | Advisory firm LLC | $193.7M | 3 advisors | Percentage of AUM | View | |
| XPV MANAGEMENT LLC CRD 322445 | El Segundo, CA | Advisory firm LLC | $193.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ONE WEALTH INVESTORS CRD 288030 | Boca Raton, FL | Advisory firm LLC | $193.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDIA WEALTH MANAGEMENT, LLC CRD 159402 | Albuquerque, NM | Advisory firm LLC | $193.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STONECREEK PRIVATE WEALTH, LLC CRD 323473 | TX | Advisory firm LLC | $193.3M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT PLAN FIDUCIARIES, LLC CRD 161137 | TX | Advisory firm LLC | $193.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KASTEL CAPITAL ADVISORS, LLC CRD 226520 | Wellesley, MA | Advisory firm LLC | $193.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCED ROCK INVESTMENT ADVISORS CRD 157424 | Roslindale, MA | Advisory firm LLC | $193.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3 FACTOR INDEXING, LLC CRD 160356 | CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JANUARY CAPITAL ADVISORS LLC CRD 177514 | San Francisco, CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM | View | |
| ELEMENTAL CAPITAL PARTNERS LLC CRD 283897 | CA | Advisory firm LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| WILLNER & HELLER LLC CRD 135406 | Encino, CA | Advisory firm LLC | $193.1M | 3 advisors | Percentage of AUM | View | |
| TERRA ALPHA INVESTMENTS LLC CRD 288690 | Washington, DC | Advisory firm LLC | $193.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KINZIE CAPITAL PARTNERS CRD 305445 | Chicago, IL | Advisory firm LP | $193.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HIGH POINT WEALTH MANAGEMENT, LLC CRD 147111 | Chester, NJ | Advisory firm LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACON INVESTMENTS MANAGEMENT, LLC CRD 162033 | Washington, DC | Advisory firm LLC | $192.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FULCRUM WEALTH MANAGEMENT CRD 159099 | Plano, TX | Advisory firm LLC | $192.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCADIA FUNDS CRD 166087 | Burlington, MA | Advisory firm LLC | $192.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FALCON BRIDGE CAPITAL CRD 156661 | Oakland, CA | Advisory firm LLC | $192.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THOMAS LEO ADVISORY, LLC CRD 159271 | Minneapolis, MN | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM | View | |
| DAVIS PRIVATE WEALTH, LLC CRD 285952 | Royal Palm Beach, FL | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOZAYYX MANAGEMENT LLC CRD 334468 | Austin, TX | Advisory firm LLC | $192.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIZZLYROCK CAPITAL, LLC CRD 226650 | Chicago, IL | Advisory firm LLC | $192.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TAILWINDS WEALTH, LLC CRD 322924 | Vadnais Heights, MN | Advisory firm LLC | $192.7M | 7 advisors | Percentage of AUM | View |