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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 | |||||
|---|---|---|---|---|---|---|---|
| FORTY THREE EIGHTEEN ADVISORS, LLC CRD 157712 | Bentonville, AR | Advisory firm LLC | $167.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWKINS INVESTMENT COUNSEL, LLC CRD 134857 | AK | Advisory firm LLC | $167.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ECP INVESTMENT ADVISORS LLC CRD 284686 | Dallas, TX | Advisory firm LLC | $167.7M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ILLUMINATE WEALTH MANAGEMENT CRD 306411 | Barrington, IL | Advisory firm LLC | $167.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CYBER HORNET ETFS LLC CRD 305171 | St.. Petersburg, FL | Advisory firm LLC | $167.6M | 1 advisors | Percentage of AUM | View | |
| NORLAND CAPITAL LP CRD 288562 | CA | Advisory firm LP | $167.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 917 ADVISORY SERVICES LLC CRD 331476 | Spokane, WA | Advisory firm LLC | $167.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| HANKE & APOLONIO WEALTH ADVISORS LLC CRD 285315 | San Francisco, CA | Advisory firm LLC | $167.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLANCHE PARK CAPITAL CRD 338172 | Miami, FL | Advisory firm LLC | $167.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTH TEXAS CAPITAL ADVISORS, LLC CRD 283773 | New Braunfels, TX | Advisory firm LLC | $167.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT PATH PLANNING CRD 284461 | Goshen, NY | Advisory firm LLC | $167.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| SAFE HARBOR WEALTH ADVISORS, LLC CRD 284613 | Dublin, OH | Advisory firm LLC | $167.2M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CATALYST WEALTH ADVISORS LLC CRD 297503 | Newport Beach, CA | Advisory firm LLC | $167.2M | 1 advisors | Percentage of AUM | View | |
| TRG INVESTMENT ADVISORS, LLC CRD 315629 | Denver, CO | Advisory firm LLC | $167.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SCHLINDWEIN ASSOCIATES LLC CRD 109132 | Dallas, TX | Advisory firm LLC | $167.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERISSOS PRIVATE WEALTH MANAGEMENT CRD 217514 | Bethany, OK | Advisory firm LLC | $167.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD VINE CAPITAL CRD 305172 | — | Advisory firm LLC | $167.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENBELT INVESTMENT ADVISORS, LLC CRD 155704 | Round Rock, TX | Advisory firm LLC | $167.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAS FINANCIAL ADVISORS, LLC. CRD 288015 | San Francisco, CA | Advisory firm LLC | $167.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL MANAGEMENT LLC CRD 140967 | Burlington, MA | Advisory firm LLC | $167.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALDEBARAN CAPITAL, LLC CRD 122360 | Carmel, IN | Advisory firm LLC | $166.9M | 2 advisors | Percentage of AUM | View | |
| 8TH STREET INVESTMENTS, LLC CRD 148727 | Alexandria, VA | Advisory firm LLC | $166.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P.A.W. CAPITAL PARTNERS, LP CRD 161094 | Greenwich, CT | Advisory firm LP | $166.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WINTHROP SQUARE CAPITAL, L.P. CRD 321630 | Boston, MA | Advisory firm LP | $166.8M | 4 advisors | Percentage of AUM; Performance-based fees | View |