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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 | |||||
|---|---|---|---|---|---|---|---|
| BEANTOWN FINANCIAL ADVISORS LLC CRD 134637 | MA | Advisory firm LLC | $158.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZERMATT WEALTH PARTNERS CRD 105736 | San Diego, CA | Advisory firm LLC | $158.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHERER FINANCIAL ADVISORY SERVICES, LLC CRD 317435 | Dallas, TX | Advisory firm LLC | $158.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BPC ADVISORS LLC CRD 284429 | East Syracuse, NY | Advisory firm LLC | $158.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIM ADVISORS, LLC CRD 325125 | Raleigh, NC | Advisory firm LLC | $158.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAETZ WEALTH CRD 317857 | Jenison, MI | Advisory firm LLC | $158.2M | 3 advisors | Percentage of AUM | View | |
| H PARTNERS MANAGEMENT LLC CRD 161041 | New York, NY | Advisory firm LLC | $158.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FONTE FINANCIAL ADVISORS CRD 311162 | Carlsbad, CA | Advisory firm LLC | $158.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PERSPECTIVE WEALTH ADVISORS CRD 332574 | Loveland, CO | Advisory firm LLC | $158.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAL FINANCIAL PLANNING LLC CRD 148097 | IL | Advisory firm LLC | $158.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| M2 CAPITAL ADVISORS CRD 288829 | Valencia, CA | Advisory firm LLC | $158.0M | 6 advisors | Percentage of AUM | View | |
| GARNETT INVESTMENT STRATEGIES CRD 282370 | Beatrice, NE | Advisory firm LLC | $158.0M | 2 advisors | Percentage of AUM | View | |
| HALLETT ADVISORS CRD 306187 | Port Angeles, WA | Advisory firm LLC | $157.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH MANAGEMENT, LLC CRD 171908 | Bedford, TX | Advisory firm LLC | $157.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAYPOINTS FINANCIAL CRD 157494 | Sebring, FL | Advisory firm LLC | $157.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY CAPITAL ADVISER LLC CRD 326133 | Phoenix, AZ | Advisory firm LLC | $157.6M | 66 advisors | Percentage of AUM; Performance-based fees | View | |
| WISCONSIN WEALTH ADVISORS, LLC CRD 145946 | Sun Prairie, WI | Advisory firm LLC | $157.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTVIEW CAPITAL, LLC CRD 306106 | West Palm Beach, FL | Advisory firm LLC | $157.6M | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BISON INVESTMENT ADVISORS, LLC CRD 149775 | The Woodlands, TX | Advisory firm LLC | $157.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COPIA WEALTH MANAGEMENT CRD 281873 | Bend, OR | Advisory firm LLC | $157.5M | 3 advisors | Percentage of AUM | View | |
| GEORGIA WEALTH PARTNERS, LLC CRD 314602 | Griffin, GA | Advisory firm LLC | $157.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APPLIED CAPITAL CRD 128996 | CA | Advisory firm LLC | $157.4M | 2 advisors | Percentage of AUM | View | |
| PECK WEALTH MANAGEMENT, LLC CRD 157407 | NY | Advisory firm LLC | $157.4M | 2 advisors | Percentage of AUM | View | |
| FREMEN CAPITAL CRD 334502 | Stamford, CT | Advisory firm LP | $157.3M | 2 advisors | Percentage of AUM; Performance-based fees | View |