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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 | |||||
|---|---|---|---|---|---|---|---|
| LEATHERBACK INVESTMENTS LLC CRD 299608 | Lakewood, NJ | Advisory firm LLC | $169.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONEKEEP INVESTMENTS, LLC CRD 306144 | CA | Advisory firm LLC | $169.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AVISE FINANCIAL CRD 328790 | Los Angeles, CA | Advisory firm Other (specify) | $169.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDAR SPRING ADVISORS, LLC CRD 289329 | KY | Advisory firm LLC | $169.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VILGA FINANCIAL PLANNING LLC CRD 311166 | NJ | Advisory firm LLC | $169.3M | 2 advisors | Hourly charges; Fixed fees | View | |
| ARK ROYAL WEALTH MANAGEMENT LLC CRD 175151 | Raleigh, NC | Advisory firm LLC | $169.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL JUSTUS CRD 336690 | WI | Advisory firm LLC | $169.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MYTIMEEQUITY CRD 316917 | Plano, TX | Advisory firm LLC | $169.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFE PLANNING ADVISORS LLC CRD 151292 | Bigfork, MT | Advisory firm LLC | $169.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLANWISER FINANCIAL CRD 331675 | Colorado Springs, CO | Advisory firm LLC | $169.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY LEGACY PLANNING CRD 294277 | Bentonville, AR | Advisory firm LLC | $169.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCARLEY & COOK FINANCIAL PLANNERS CRD 310087 | Cincinnati, OH | Advisory firm LLC | $169.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PELTOMA CAPITAL PARTNERS CRD 325138 | CA | Advisory firm LLC | $168.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIGDEN CAPITAL STRATEGIES CRD 326930 | Englewood, CO | Advisory firm LLC | $168.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZINNIA WEALTH ADVISORY, LLC CRD 295122 | Ocala, FL | Advisory firm LLC | $168.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOWN CAPITAL CRD 299341 | Bel Air, MD | Advisory firm LLC | $168.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STAINES FINANCIAL, LLC CRD 299405 | Roseville, CA | Advisory firm LLC | $168.7M | 3 advisors | Percentage of AUM; INTRODUCING PROGRAM FEE | View | |
| F5 FINANCIAL PLANNING, L.L.C. CRD 170674 | GA | Advisory firm LLC | $168.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OVERLAY MANAGEMENT, LLC CRD 324401 | Alpharetta, GA | Advisory firm LLC | $168.6M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIFEPOINT PLANNING CRD 296911 | Schaumburg, IL | Advisory firm Other (specify) | $168.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOYD CAPITAL CRD 312070 | Rochester, NY | Advisory firm LLC | $168.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARNOLD AND MOTE WEALTH MANAGEMENT CRD 283698 | Hiawatha, IA | Advisory firm LLC | $168.2M | 5 advisors | Hourly charges; Fixed fees | View | |
| STONEHAVEN WEALTH & TAX SOLUTIONS CRD 332731 | Appleton, WI | Advisory firm LLC | $168.2M | 3 advisors | Percentage of AUM | View | |
| FRONTLINE HEALTHCARE PARTNERS CRD 311770 | Charleston, SC | Advisory firm LLC | $168.1M | 8 advisors | Percentage of AUM; Performance-based fees | View |