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 | |||||
|---|---|---|---|---|---|---|---|
| RIVERTREE ADVISORS, LLC CRD 168065 | Winter Park, FL | Advisory firm LLC | $184.4M | 1 advisors | Percentage of AUM | View | |
| EQUITY ARMOR INVESTMENTS CRD 156327 | Chicago, IL | Advisory firm LLC | $184.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIFTH ERA PARTNERS LP CRD 316750 | CA | Advisory firm LP | $184.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL WEALTH MANAGEMENT, L.C. CRD 150743 | Deerfield Beach, FL | Advisory firm LLC | $184.2M | 2 advisors | Percentage of AUM | View | |
| ATLAS INVESTMENT ADVISORS CRD 324861 | Alpharetta, GA | Advisory firm LLC | $184.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AUTHENTIKOS WEALTH ADVISORY LLC CRD 286646 | Morgan Hill, CA | Advisory firm LLC | $184.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCTAGON FINANCE LLC CRD 289850 | Charlottesville, VA | Advisory firm LLC | $184.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLL INVESTORS CRD 161830 | Chicago, IL | Advisory firm LLC | $184.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NVERSES CAPITAL, LLC CRD 323291 | Wellington, FL | Advisory firm LLC | $184.1M | 9 advisors | Fixed fees; Performance-based fees | View | |
| HIGH PINES WEALTH MANAGEMENT LLC CRD 285191 | Duxbury, MA | Advisory firm LLC | $184.0M | 2 advisors | Percentage of AUM | View | |
| ALPENGLOBAL CAPITAL, LLC CRD 140186 | CA | Advisory firm LLC | $184.0M | 2 advisors | Percentage of AUM | View | |
| KITTYHAWK VENTURES, LLC CRD 290082 | Los Angeles, CA | Advisory firm LLC | $184.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRYPERION MANAGER LLC CRD 329349 | Beverly Hills, CA | Advisory firm LLC | $184.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BRAZOS WEALTH ADVISORS LLC CRD 323508 | Fort Worth, TX | Advisory firm LLC | $183.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VINCIMUS CAPITAL, LLC CRD 321865 | Malibu, CA | Advisory firm LLC | $183.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SLEDGE AND COMPANY WEALTH ADVISORS CRD 336314 | High Point, NC | Advisory firm LLC | $183.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA WEALTH MANAGEMENT LLC CRD 297598 | Dothan, AL | Advisory firm LLC | $183.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ECONOLOGICS FINANCIAL ADVISORS CRD 125738 | Largo, FL | Advisory firm LLC | $183.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.M. ARBOUR, LLC CRD 313352 | Gardiner, ME | Advisory firm LLC | $183.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC CRD 187519 | Tampa, FL | Advisory firm LLC | $183.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDE COVE CAPITAL PARTNERS LLC CRD 327373 | CA | Advisory firm LLC | $183.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NARDIS ADVISORS LLC CRD 151517 | MI | Advisory firm LLC | $183.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOFFMANN HERMANSON CRD 130484 | Denver, CO | Advisory firm LLC | $183.0M | 2 advisors | Percentage of AUM | View | |
| GEORGE M. HILLER COMPANIES, LLC CRD 112409 | Atlanta, GA | Advisory firm LLC | $183.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |