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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 | |||||
|---|---|---|---|---|---|---|---|
| OCTO CAPITAL, LLC CRD 174351 | Bingham Farms, MI | Advisory firm LLC | $165.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BREACHWAY INVESTMENTS, LLC CRD 299102 | Charlestown, RI | Advisory firm LLC | $164.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WATERSTONE WEALTH ADVISORS, LLC CRD 139265 | NJ | Advisory firm LLC | $164.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILKINSON WEALTH MANAGEMENT, LLC CRD 317741 | Tucson, AZ | Advisory firm LLC | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE KEYSTONE FINANCIAL ALLIANCE, LLC CRD 168760 | Atlanta, GA | Advisory firm LLC | $164.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOMACK FINANCIAL LLC CRD 174873 | Dallas, TX | Advisory firm LLC | $164.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WOODLOCK HOUSE FAMILY CAPITAL CRD 300051 | MD | Advisory firm LLC | $164.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGEWAY WEALTH MANAGEMENT, LLC CRD 326547 | Cedar Rapids, IA | Advisory firm LLC | $164.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMAND WEALTH CRD 307043 | LA | Advisory firm LLC | $164.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE INVESTMENT COUNSEL CRD 116907 | Franklin, TN | Advisory firm LLC | $164.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACK BARN FINANCIAL, LLC CRD 170885 | Austin, TX | Advisory firm LLC | $164.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TCM CRD 289583 | Germantown, TN | Advisory firm LLC | $164.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAPLES MONEY MANAGEMENT LLC CRD 153499 | Naples, FL | Advisory firm LLC | $164.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEREA CAPITAL CRD 171657 | Houston, TX | Advisory firm LLC | $164.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE WEALTH ADVISORS CRD 299219 | NY | Advisory firm LLC | $164.1M | 3 advisors | Percentage of AUM; CONSULTING FEES FIXED AND HOURLY | View | |
| VERICIMETRY ADVISORS LLC CRD 157394 | CA | Advisory firm LLC | $164.1M | 4 advisors | Percentage of AUM | View | |
| MCKINLEY MONEY, LLC CRD 145571 | Eau-Claire, WI | Advisory firm LLC | $163.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CURTIS FINANCIAL PLANNING CRD 136785 | CA | Advisory firm LLC | $163.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THIRTEEN TWENTY-TWO ADVISORS CRD 339326 | Fort Worth, TX | Advisory firm LLC | $163.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL IP INVESTMENT PARTNERS LP CRD 326733 | AZ | Advisory firm LP | $163.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDRY WEALTH ADVISORS, LLC CRD 300794 | Baltimore, MD | Advisory firm LLC | $163.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC CRD 149889 | Henderson, NC | Advisory firm LLC | $162.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FIVE ELEVEN PARTNERS CRD 334002 | Garden City, NY | Advisory firm LLC | $162.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAGACE WEALTH MANAGEMENT CRD 307212 | St.. Petersburg, FL | Advisory firm LLC | $162.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |