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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 | |||||
|---|---|---|---|---|---|---|---|
| SPEAR ADVISORS LLC CRD 314594 | NY | Advisory firm LLC | $181.3M | 1 advisors | Percentage of AUM | View | |
| FRONT PORCH FINANCIAL ADVISORY CRD 311329 | Charlotte, NC | Advisory firm LLC | $181.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURPHY CLARKE WILLIAMS & STONE LLC CRD 330290 | Miami Beach, FL | Advisory firm LLC | $181.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRONOS CAPITAL ADVISORS LLC CRD 283639 | Miami, FL | Advisory firm LLC | $181.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLE WEALTH MANAGEMENT, LLC CRD 134509 | Scottsdale, AZ | Advisory firm LLC | $181.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARRY ADVISORS LLC CRD 323620 | Brooklyn, NY | Advisory firm LLC | $180.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SQUARE NINE CAPITAL, LP CRD 336297 | Los Angeles, CA | Advisory firm LP | $180.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ATMOS ADVISORY, LLC CRD 160087 | Pittsburgh, PA | Advisory firm LLC | $180.9M | 4 advisors | Percentage of AUM | View | |
| CORNERSTONE INVESTMENT ADVISORS, LLC CRD 116447 | Boulder, CO | Advisory firm LLC | $180.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELLIS FINANCIAL PLANNING CRD 333092 | Clarksville, TN | Advisory firm LLC | $180.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPINE WOODS CAPITAL INVESTORS, LLC CRD 112496 | Purchase, NY | Advisory firm LLC | $180.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEREON WEALTH LLC CRD 338908 | CA | Advisory firm LLC | $180.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONSORTIUM BRAND PARTNERS, LLC CRD 326505 | — | Advisory firm LLC | $180.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCELERATED WEALTH ADVISORS LLC CRD 170022 | Colorado Springs, CO | Advisory firm LLC | $180.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROAD REACH CAPITAL LLC CRD 144686 | Raleigh, NC | Advisory firm LLC | $180.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROXBURY FINANCIAL CRD 330547 | Mount Arlington, NJ | Advisory firm LLC | $180.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALADIN PARTNERS CRD 132024 | Hartland, WI | Advisory firm LLC | $180.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVEN G. BLUM AND ASSOCIATES, LLC CRD 130807 | Swarthmore, PA | Advisory firm LLC | $180.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CINTRIFUSE CAPITAL CRD 166973 | Cincinnati, OH | Advisory firm LLC | $180.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VERSA CAPITAL CRD 321934 | Philadelphia, PA | Advisory firm LP | $180.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VERSA CAPITAL CRD 157161 | Philadelphia, PA | Advisory firm LLC | $180.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 2E CAPITAL PARTNERS LP CRD 334821 | New York, NY | Advisory firm LP | $180.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HALL CAPITAL, LLC CRD 153961 | Pasadena, CA | Advisory firm LLC | $180.0M | 2 advisors | Percentage of AUM | View | |
| GOLDEN BAY ADVISORS LLC CRD 166679 | CA | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM; Fixed fees | View |