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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 | |||||
|---|---|---|---|---|---|---|---|
| FARNAM FINANCIAL CRD 306180 | Phoenix, AZ | Advisory firm LLC | $161.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARPATH CAPITAL PARTNERS LLC CRD 111756 | Menlo Park, CA | Advisory firm LLC | $161.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAGUNA WEALTH ADVISORS, LLC CRD 167847 | AZ | Advisory firm LLC | $161.2M | 4 advisors | Percentage of AUM | View | |
| TFS ADVISORS, LLC CRD 167653 | Edmonds, WA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIEBEN WEALTH PLANNING LLC CRD 315368 | CA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BARNETT CAPITAL ADVISORS LLC CRD 159113 | Miami, FL | Advisory firm LLC | $161.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPRIA VENTURES LLC CRD 284129 | Seattle, WA | Advisory firm LLC | $161.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THISTLE CREEK CAPITAL, LLC CRD 331449 | Lehi, UT | Advisory firm LLC | $161.0M | 6 advisors | Performance-based fees; MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES) | View | |
| LAUER WEALTH MANAGEMENT CRD 289763 | Valparaiso, IN | Advisory firm LLC | $160.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOING CPAS AND WEALTH ADVISORS CRD 117104 | Opelousas, LA | Advisory firm LLP | $160.8M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| CYWP FUND CRD 337234 | Boca Raton, FL | Advisory firm LLC | $160.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEWARD ADVISORS, LLC CRD 156331 | Chicago, IL | Advisory firm LLC | $160.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTINWRIGHT ADVISORY, LLC CRD 338634 | Atlanta, GA | Advisory firm LLC | $160.7M | 5 advisors | Percentage of AUM; CONSULTING | View | |
| SHERMAN WEALTH MANAGEMENT LLC CRD 281093 | Gaithersburg, MD | Advisory firm LLC | $160.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIFTH SET PRIVATE WEALTH MANAGEMENT LLC CRD 159118 | NJ | Advisory firm LLC | $160.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M3 WEALTH MANAGEMENT CRD 335612 | North Royalton, OH | Advisory firm LLC | $160.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CITY CENTER ADVISORS, LLC CRD 203513 | Troy, MI | Advisory firm LLC | $160.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENCORE GLOBAL MANAGEMENT LP CRD 336829 | Houston, TX | Advisory firm LP | $160.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBOR PRIVATE WEALTH, LLC CRD 315812 | Ashburn, VA | Advisory firm LLC | $160.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LITTLE RIVER CAPITAL PARTNERS, LP CRD 331057 | AL | Advisory firm LP | $160.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PENDLETON FINANCIAL WEALTH MANAGEMENT CRD 325303 | Raleigh, NC | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES CRD 109022 | NJ | Advisory firm LLC | $160.0M | 2 advisors | Percentage of AUM | View | |
| FIDELIS FINANCIAL PLANNING, LLC CRD 141698 | Saint Charles, MO | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAZLETT WEALTH MANAGEMENT LLC CRD 338954 | Ketchum, ID | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM | View |