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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 | |||||
|---|---|---|---|---|---|---|---|
| HARBOR ITHAKA CRD 170580 | Aventura, FL | Advisory firm LLC | $171.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HAYDEN HARPER WEALTH ADVISORY, LLC CRD 152091 | Charlotte, NC | Advisory firm LLC | $171.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEGARTY ADVISORS, LLC CRD 306342 | Garden City, NY | Advisory firm LLC | $171.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COHESION WEALTH MANAGEMENT, LLC CRD 308980 | Broomfield, CO | Advisory firm LLC | $171.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ENGINEERING, LLC CRD 128549 | Scottsdale, AZ | Advisory firm LLC | $171.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWR INVESTMENTS LLC CRD 157966 | Dallas, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SWIFTWATER CAPITAL CRD 329458 | OR | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSEPH ADVISORY CRD 324475 | El Paso, TX | Advisory firm LLC | $170.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TOBERMAN BECKER WEALTH, LLC CRD 310346 | St.. Louis, MO | Advisory firm LLC | $170.8M | 3 advisors | Percentage of AUM | View | |
| MCM WEALTH CRD 136075 | Novato, CA | Advisory firm LLC | $170.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR WEALTH MANAGEMENT, LLC CRD 132955 | Torrance, CA | Advisory firm LLC | $170.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| NORTH SHORE INVESTMENT CONSULTING LLC CRD 131763 | Wilmette, IL | Advisory firm LLC | $170.5M | 1 advisors | Percentage of AUM | View | |
| CIRRUS CAPITAL LLC CRD 288297 | Bloomfield Hills, MI | Advisory firm LLC | $170.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEST END WEALTH MANAGEMENT, LLC CRD 234791 | Denver, CO | Advisory firm LLC | $170.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| REDWOOD PARK ADVISORS CRD 307958 | Redwood City, CA | Advisory firm LLC | $170.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZEIT CAPITAL ADVISORS CRD 150149 | CA | Advisory firm LLC | $170.1M | 1 advisors | Percentage of AUM | View | |
| G. DEWAYNE MCANALLY CRD 118511 | Oklahoma City, OK | Advisory firm LLC | $170.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUMIX ADVISORS CRD 310222 | Bloomington, MN | Advisory firm LLC | $169.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUHN CAPITAL PARTNERS CRD 283028 | Oak Brook, IL | Advisory firm LLC | $169.9M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| STILLPOINT INVESTMENTS LP CRD 318718 | New York, NY | Advisory firm LP | $169.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STONE HOUSE PARTNERS CRD 167094 | Bay Harbor Islands, FL | Advisory firm LLC | $169.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TACTICAL FUND ADVISORS, LLC CRD 298049 | Cincinnati, OH | Advisory firm LLC | $169.8M | 3 advisors | Percentage of AUM | View | |
| TURNSTONE FINANCIAL CRD 170738 | Troy, OH | Advisory firm Other (specify) | $169.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TITANIUM ADVISORS, LLC CRD 153943 | Franklin, MA | Advisory firm LLC | $169.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |