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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 | |||||
|---|---|---|---|---|---|---|---|
| WALTON FINANCIAL CRD 331634 | Birmingham, AL | Advisory firm LLC | $182.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHORED FINANCIAL PLANNING LLC CRD 336537 | West Deptford, NJ | Advisory firm LLC | $182.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OFC WEALTH MANAGEMENT CRD 133846 | CA | Advisory firm LLC | $182.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE WING WEALTH MANAGEMENT, LLC CRD 226524 | The Woodlands, TX | Advisory firm LLC | $182.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENTER ADVISORS LLC CRD 113916 | Los Angeles, CA | Advisory firm LLC | $182.8M | 4 advisors | Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00 | View | |
| MARATHON STRATEGIC ADVISORS, LLC CRD 117108 | Pittsburgh, PA | Advisory firm LLC | $182.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUHN & COMPANY INVESTMENT COUNSEL, LLC CRD 306434 | Chicago, IL | Advisory firm LLC | $182.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SNAVELY ASSOCIATES FINANCIAL SERVICES CRD 144405 | Lemoyne, PA | Advisory firm LLC | $182.6M | 2 advisors | Percentage of AUM | View | |
| GSI CAPITAL ADVISORS LLC CRD 135143 | Newport Beach, CA | Advisory firm LLC | $182.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RIGHTHAND CAPITAL, LLC CRD 307517 | West Newton, MA | Advisory firm LLC | $182.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARSH WEALTH MANAGEMENT, LLC CRD 282111 | Knoxville, TN | Advisory firm LLC | $182.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC CRD 281593 | Frisco, TX | Advisory firm LLC | $182.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRETT UPTON CAPITAL PARTNERS CRD 326104 | Lake Forest, IL | Advisory firm LLC | $182.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| RIHO PARTNERS, LLC CRD 289840 | AZ | Advisory firm LLC | $182.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOUR TREE ISLAND ADVISORY LLC CRD 158851 | Portsmouth, NH | Advisory firm LLC | $182.2M | 1 advisors | Percentage of AUM | View | |
| MARTIN CAPITAL ADVISORS, LLP CRD 108529 | San Antonio, TX | Advisory firm LLP | $181.9M | 8 advisors | Percentage of AUM | View | |
| FREESTATE ADVISORS LLC CRD 145800 | Overland Park, KS | Advisory firm LLC | $181.8M | 9 advisors | Percentage of AUM | View | |
| DARK HORSE ADVISORS LLC CRD 312741 | — | Advisory firm LLC | $181.7M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| TRILINC GLOBAL ADVISORS, LLC CRD 285161 | Manhattan Beach, CA | Advisory firm LLC | $181.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PARTNERS, LLC CRD 170002 | Santa Fe, NM | Advisory firm LLC | $181.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EPILOG PARTNERS, LP. CRD 325368 | Boston, MA | Advisory firm LP | $181.6M | 2 advisors | Percentage of AUM | View | |
| NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. CRD 152136 | Allen, TX | Advisory firm LLC | $181.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPAHN WEALTH & RETIREMENT LLC CRD 285932 | Scottsdale, AZ | Advisory firm LLC | $181.4M | 1 advisors | Percentage of AUM | View | |
| ENDURING WEALTH MANAGEMENT, LLC CRD 337527 | Meridian, ID | Advisory firm LLC | $181.4M | 1 advisors | Percentage of AUM | View |