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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 | |||||
|---|---|---|---|---|---|---|---|
| BANNERMAN WEALTH CRD 284677 | Lewisville, TX | Advisory firm LLC | $176.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHBURY PARK LLC CRD 304815 | PR | Advisory firm LLC | $176.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTOR CAPITAL LLC CRD 332629 | Houston, TX | Advisory firm LLC | $176.4M | 3 advisors | Percentage of AUM | View | |
| EMVISION CAPITAL ADVISORS, LLC CRD 337827 | Aurora, OH | Advisory firm LLC | $176.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| COLLINS ADVISORS, LLC CRD 129270 | Buffalo, NY | Advisory firm LLC | $176.4M | 1 advisors | Percentage of AUM | View | |
| POINTER FINANCIAL ADVISORS LLC CRD 326745 | Columbia, MD | Advisory firm LLC | $176.4M | 2 advisors | Percentage of AUM | View | |
| LIVELSBERGER FINANCIAL ADVISORY CRD 117665 | Ashland, OH | Advisory firm Sole prop | $176.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARABLE WEALTH ADVISORS CRD 304873 | St. Augustine, FL | Advisory firm LLC | $176.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NERAD + DEPPE WEALTH MANAGEMENT CRD 151284 | La Jolla, CA | Advisory firm LLC | $176.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVANT CAPITAL, LLC CRD 167961 | Lafayette, LA | Advisory firm LLC | $176.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELSEY FINANCIAL, LLC CRD 314950 | Moorpark, CA | Advisory firm LLC | $176.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NINE LEFT CAPITAL LP CRD 332838 | New York, NY | Advisory firm LP | $176.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MACKAY FINANCIAL PLANNING, LLC CRD 169583 | Springfield, MO | Advisory firm LLC | $176.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SFI ADVISORS, LLC CRD 287929 | Montclair, NJ | Advisory firm LLC | $176.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PHILADELPHIA INVESTMENT PARTNERS, LLC CRD 122733 | Voorhees, NJ | Advisory firm LLC | $176.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TOGETHER PLANNING CRD 175341 | Gainesville, FL | Advisory firm LLC | $176.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTENTIONAL CRD 318570 | Fort Mill, SC | Advisory firm LLC | $175.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| URS ADVISORY CRD 289892 | Jupiter, FL | Advisory firm LLC | $175.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TOPTIER WEALTH MANAGEMENT CRD 292959 | IL | Advisory firm LLC | $175.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRESERVER PARTNERS CRD 152356 | Memphis, TN | Advisory firm LLC | $175.7M | 3 advisors | Percentage of AUM | View | |
| DOWNING STREET WEALTH MANAGEMENT LLC CRD 152983 | Greenwood Village, CO | Advisory firm LLC | $175.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TLW WEALTH MANAGEMENT, LLC CRD 284598 | NE | Advisory firm LLC | $175.5M | 4 advisors | Percentage of AUM | View | |
| THREE BRIDGES CAPITAL, LP CRD 160021 | New York, NY | Advisory firm LP | $175.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FEENIX VENTURE PARTNERS, LLC CRD 304152 | New York, NY | Advisory firm LLC | $175.5M | 5 advisors | Percentage of AUM; Performance-based fees | View |