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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 | |||||
|---|---|---|---|---|---|---|---|
| EPIC FUNDS CRD 311425 | Manhattan Beach, CA | Advisory firm LLC | $166.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYBOUND WEALTH USA CRD 313358 | Houston, TX | Advisory firm LLC | $166.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER STREET INVESTMENT ADVISORS LLC CRD 145334 | Apex, NC | Advisory firm LLC | $166.4M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CONWAY PARTNERS CRD 319013 | CA | Advisory firm LLC | $166.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREAT LAKES WEALTH, LLC CRD 282362 | Northville, MI | Advisory firm LLC | $166.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AFG FIDUCIARY SERVICES CRD 309943 | Hingham, MA | Advisory firm LLP | $166.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT RESOURCES, LLC CRD 151889 | Auburn Hills, MI | Advisory firm LLC | $166.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARTICIPANT CAPITAL CRD 304859 | Miami, FL | Advisory firm LLC | $166.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRONG RETIREMENT SOLUTIONS CRD 335968 | IL | Advisory firm LLC | $166.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR HEALTH CAPITAL, LLC CRD 309949 | Chattanooga, TN | Advisory firm LLC | $166.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STOLZER ROTHSCHILD LEVY LLC CRD 169817 | Basking Ridge, NJ | Advisory firm LLC | $166.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VESTPOINTE WEALTH MANAGEMENT, LLC CRD 132591 | Scottsdale, AZ | Advisory firm LLC | $165.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | Cuyahoga Falls, OH | Advisory firm LLC | $165.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FELTL ADVISORS CRD 165244 | Plymouth, MN | Advisory firm LLC | $165.6M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACK HORSE WEALTH MANAGEMENT CRD 308427 | CA | Advisory firm LLC | $165.6M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL FREEDOM FOR DENTISTS LLC CRD 301981 | Snoqualmie, WA | Advisory firm LLC | $165.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| M.K. BROWN WEALTH ADVISORY CRD 121269 | Oakwood, OH | Advisory firm LLC | $165.5M | 1 advisors | Percentage of AUM; THIRD PARTY ADVISORY FEES | View | |
| CAPTAR PRIVATE WEALTH CRD 325537 | St.. Louis Park, MN | Advisory firm LLC | $165.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CURTIS CAPITAL ADVISORS CRD 330835 | Overland Park, KS | Advisory firm LLC | $165.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KISSLING FINANCIAL SERVICES, LLC CRD 299531 | New Castle, PA | Advisory firm LLC | $165.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST AND MAIN FINANCIAL CRD 121359 | CA | Advisory firm LLC | $165.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXPRESSIVE WEALTH LLC CRD 329974 | Chicago, IL | Advisory firm LLC | $165.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRISSEY WEALTH MANAGEMENT LLC CRD 291228 | North Haven, CT | Advisory firm LLC | $165.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLAS BIOVENTURES MANAGEMENT, LLC CRD 322344 | Chattanooga, TN | Advisory firm LLC | $165.0M | 5 advisors | Percentage of AUM; Performance-based fees | View |