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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 | |||||
|---|---|---|---|---|---|---|---|
| CLEARVIEW WEALTH MANAGEMENT CRD 288978 | Irvine, CA | Advisory firm LLC | $178.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE FINANCIAL ADVISORS CRD 168839 | San Bernardino, CA | Advisory firm LLC | $178.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEARLSTONE ALTERNATIVE (UK) LLP CRD 324441 | London | Advisory firm LLP | $178.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY WEALTH ADVISORS, LLC CRD 127758 | San Jose, CA | Advisory firm LLC | $178.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPETUCK FINANCIAL MANAGEMENT LLC CRD 134500 | Westport, CT | Advisory firm LLC | $178.3M | 1 advisors | Percentage of AUM | View | |
| AVRIO WEALTH PTE LTD CRD 306064 | Singapore, NJ | Advisory firm Other (specify) | $178.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC CRD 130070 | NY | Advisory firm LLC | $178.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANSING MANAGEMENT, LP CRD 285921 | New York, NY | Advisory firm LP | $178.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HUDSON EXECUTIVE CAPITAL LP CRD 175032 | New York, NY | Advisory firm LP | $178.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PANORAMA POINT PARTNERS, LLC CRD 165704 | Omaha, NE | Advisory firm LLC | $178.1M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SILICON PRIVATE WEALTH, LLC CRD 284145 | CA | Advisory firm LLC | $177.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROCHESTER WEALTH STRATEGIES, LLC CRD 299150 | Rochester, MI | Advisory firm LLC | $177.8M | 4 advisors | Percentage of AUM | View | |
| MUNTZ FINANCIAL, LLC CRD 145971 | Doylestown, PA | Advisory firm LLC | $177.6M | 2 advisors | Percentage of AUM | View | |
| CROSSGRAIN FAMILY INVESTMENTS, LLC CRD 318373 | OH | Advisory firm LLC | $177.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M WEALTH MANAGEMENT, LLC CRD 281532 | San Diego, CA | Advisory firm LLC | $177.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOFF PRIVATE WEALTH CRD 301001 | Wausau, WI | Advisory firm LLC | $177.5M | 3 advisors | Percentage of AUM | View | |
| SILVERPEAK WEALTH ADVISORS CRD 170732 | Boulder, CO | Advisory firm LLC | $177.4M | 2 advisors | Percentage of AUM | View | |
| NAVIANT PARTNERS, LLC CRD 339108 | Fairhope, AL | Advisory firm LLC | $177.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERIOPE, LC CRD 144256 | St.. George, UT | Advisory firm LLC | $177.2M | 3 advisors | Percentage of AUM | View | |
| PETERSON ROGERS PRIVATE WEALTH, LLC CRD 324001 | Salt Lake City, UT | Advisory firm LLC | $177.1M | 3 advisors | Percentage of AUM | View | |
| HULL TACTICAL CRD 171391 | Chicago, IL | Advisory firm LLC | $177.0M | 8 advisors | Percentage of AUM | View | |
| STILLWATER PRIVATE WEALTH CRD 339794 | NJ | Advisory firm LLC | $176.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TORREY WEALTH, LLC CRD 310688 | San Diego, CA | Advisory firm LLC | $176.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREYBOX INVESTMENTS CRD 174077 | Birmingham, AL | Advisory firm LLC | $176.7M | 3 advisors | Percentage of AUM; Hourly charges | View |