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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL CONSULTANTS CRD 310603 | Cicero, IN | Advisory firm LLC | $187.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARD & ASSOCIATES CRD 107878 | San Diego, CA | Advisory firm Partnership | $187.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BANCREEK CAPITAL ADVISORS, LLC CRD 328736 | Santa Monica, CA | Advisory firm LLC | $187.1M | 2 advisors | Percentage of AUM | View | |
| ADVICE & PLANNING SERVICES LLC CRD 283626 | Youngwood, PA | Advisory firm LLC | $187.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAF CRD 161539 | Washington, DC | Advisory firm Other (specify) | $187.1M | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| FJELL CAPITAL CRD 327541 | Fargo, ND | Advisory firm LLC | $187.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURE PLANNING CRD 42179 | Portsmouth, NH | Advisory firm LLC | $187.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELIOT FINKEL INVESTMENT COUNSEL, LLC CRD 104695 | Beverly Hills, CA | Advisory firm LLC | $187.0M | 1 advisors | Percentage of AUM | View | |
| SPECIALIZED RETIREMENT CONSULTANTS LLC CRD 317027 | MI | Advisory firm LLC | $186.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVOCATE INVESTING SERVICES CRD 273035 | Woodbine, MD | Advisory firm LLC | $186.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALVIN CLAY FINANCIAL ADVISORS, LLC CRD 226655 | Jenkintown, PA | Advisory firm LLC | $186.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ARCWOOD FINANCIAL, LLC CRD 189512 | Phoenix, AZ | Advisory firm LLC | $186.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ACCORDANT INVESTMENTS LLC CRD 325678 | Scottsdale, AZ | Advisory firm LLC | $186.4M | 4 advisors | Percentage of AUM | View | |
| RETIREMENT ADVISORS, LLC CRD 147701 | Dallas, TX | Advisory firm LLC | $186.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELIOT ROSE WEALTH MANAGEMENT, LLC CRD 120465 | Providence, RI | Advisory firm LLC | $186.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WINTHROP PARTNERS - WNY, LLC CRD 282100 | Buffalo, NY | Advisory firm LLC | $186.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERITED WEALTH, LLC CRD 299549 | North Bay Village, FL | Advisory firm LLC | $186.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE INVESTMENT ADVISORS CRD 144094 | Downingtown, PA | Advisory firm LLC | $186.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOTAL WEALTH SERVICES, LLC CRD 331833 | Westlake Village, CA | Advisory firm LLC | $186.1M | 6 advisors | Percentage of AUM | View | |
| GIBSON WEALTH ADVISORS, LLC CRD 285077 | LA | Advisory firm LLC | $186.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIGIL WEALTH MANAGEMENT, LLC CRD 299619 | Ponte Vedra Beach, FL | Advisory firm LLC | $186.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHRUM PRIVATE WEALTH MANAGEMENT, LLC CRD 312164 | Saint Augustine, FL | Advisory firm LLC | $185.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LIBERTY ATLANTIC ADVISORS CRD 327738 | Florence | Advisory firm LLC | $185.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASH INVESTMENT PARTNERS, LLC CRD 322109 | Atlanta, GA | Advisory firm LLC | $185.7M | 8 advisors | Percentage of AUM; Performance-based fees | View |