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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 | |||||
|---|---|---|---|---|---|---|---|
| MARQUEE CAPITAL ADVISORS CRD 336708 | Chicago, IL | Advisory firm LLC | $162.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUR FINANCIAL MANAGEMENT CRD 284251 | Ann Arbor, MI | Advisory firm LLC | $162.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCS FAMILY WEALTH ADVISORS CRD 106327 | CA | Advisory firm LLC | $162.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LEWINTER WEALTH ADVISORS, LLC CRD 155921 | NJ | Advisory firm LLC | $162.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEDICATED CAPITAL ADVISORS, LLC CRD 168132 | San Francisco, CA | Advisory firm LLC | $162.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TAURUS FINANCIAL CRD 335067 | Jersey City, NJ | Advisory firm LLC | $162.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BESTGATE WEALTH ADVISORS, LLC CRD 301639 | Frederick, MD | Advisory firm LLC | $162.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TESSARA WEALTH CRD 283295 | Burlingame, CA | Advisory firm LLC | $162.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOSS BROWN WEALTH ADVISORS CRD 324719 | Williamsburg, VA | Advisory firm LLC | $162.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAPLE PARK CAPITAL CRD 335335 | Dallas, TX | Advisory firm LP | $162.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM FAMILY OFFICE, LLC CRD 310275 | AZ | Advisory firm LLC | $162.1M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WOLFSTICH CAPITAL, LLC CRD 146026 | Medfield, MA | Advisory firm LLC | $162.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEPHERD WEALTH MANAGEMENT CRD 312695 | Cincinnati, OH | Advisory firm LLC | $162.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BANYAN GLOBAL INVESTMENT ADVISORS, LLC CRD 283264 | Boca Raton, FL | Advisory firm LLC | $162.1M | 2 advisors | Percentage of AUM | View | |
| GUTT FINANCIAL MANAGEMENT, LLC CRD 109270 | Atlanta, GA | Advisory firm LLC | $162.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RPR FINANCIAL CRD 316557 | Overland Park, KS | Advisory firm LLC | $162.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC CRD 145658 | CA | Advisory firm LLC | $162.0M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IRONOAK WEALTH CRD 306403 | Cedar Park, TX | Advisory firm LLC | $162.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GADSDEN CRD 291195 | Wayne, PA | Advisory firm LLC | $161.8M | 1 advisors | Percentage of AUM | View | |
| HONU WEALTH MANAGEMENT CRD 142563 | CA | Advisory firm Sole prop | $161.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC CRD 155392 | Florham Park, NJ | Advisory firm LLC | $161.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNNLEIGH & COMPANY, LLC CRD 285044 | Pittsford, NY | Advisory firm LLC | $161.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FLFS ADVISORY LLC CRD 334771 | Victor, NY | Advisory firm LLC | $161.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PRAKASH INVESTMENT ADVISORS LLC CRD 163994 | CA | Advisory firm LLC | $161.5M | 1 advisors | Percentage of AUM; Hourly charges | View |