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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 | |||||
|---|---|---|---|---|---|---|---|
| PENBROOK MANAGEMENT LLC CRD 127269 | New York, NY | Advisory firm LLC | $175.4M | 4 advisors | Percentage of AUM | View | |
| GOULD CAPITAL, LLC CRD 300609 | Tacoma, WA | Advisory firm LLC | $175.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WPA FAMILY OFFICE, LLC CRD 315566 | Dallas, TX | Advisory firm LLC | $175.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| J. FREEMAN & ASSOCIATES CRD 144039 | Greenville, SC | Advisory firm LLC | $175.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SIPPICAN CAPITAL ADVISORS CRD 155188 | Boston, MA | Advisory firm LLC | $175.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NEWPORT GLOBAL ADVISORS L.P. CRD 139368 | The Woodlands, TX | Advisory firm Partnership | $174.8M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MELIORA CAPITAL CRD 172367 | Tulsa, OK | Advisory firm LLC | $174.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SAGEOAK FINANCIAL, LLC CRD 166927 | Tulsa, OK | Advisory firm LLC | $174.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GUARDIAN WEALTH MANAGEMENT CRD 146923 | Salt Lake City, UT | Advisory firm LLC | $174.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TECA PARTNERS, LP CRD 298106 | Austin, TX | Advisory firm LP | $174.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVIDENCE LEGACY ADVISORS LLC CRD 336846 | PA | Advisory firm LLC | $174.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CRD 330611 | Spokane, WA | Advisory firm LLC | $174.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.G. MORGAN FINANCIAL ADVISORS, LLC CRD 173292 | Massapequa, NY | Advisory firm LLC | $174.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAMILY LEGACY FINANCIAL SOLUTIONS, LLC CRD 314351 | Cary, NC | Advisory firm LLC | $174.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PORT STREET INVESTMENTS, LLC CRD 168596 | Newport Beach, CA | Advisory firm LLC | $174.5M | 2 advisors | Percentage of AUM | View | |
| VIAQUEST ADVISORS LLC CRD 333842 | Houston, TX | Advisory firm LLC | $174.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ECHELONS CAPITAL, LLC CRD 325781 | Park City, UT | Advisory firm LLC | $174.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MAQRO ADVISORS LLC CRD 289245 | Austin, TX | Advisory firm LLC | $174.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| QMP MANAGEMENT, LLC CRD 285478 | Dallas, TX | Advisory firm LLC | $174.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ATX FINANCIAL PLANNING, LLC CRD 311589 | Austin, TX | Advisory firm LLC | $174.3M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CORRALES & CO. CRD 332189 | Miami, FL | Advisory firm LLC | $174.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PROVIDENT FINANCIAL PLANNING, LLC CRD 291830 | Addison, TX | Advisory firm LLC | $174.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| ROCKHILL ADVISORS LLC CRD 288789 | Victor, ID | Advisory firm LLC | $174.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPAL ADVISORS CRD 164014 | Bellevue, WA | Advisory firm LLC | $174.0M | 5 advisors | Percentage of AUM; Performance-based fees | View |