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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 | |||||
|---|---|---|---|---|---|---|---|
| VESTED FINANCIAL PLANNING, LLC CRD 296970 | CA | Advisory firm LLC | $157.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELPHINUS FINANCIAL ADVISORS, LLC CRD 152952 | Mansfield, MA | Advisory firm LLC | $157.1M | 2 advisors | Fixed fees | View | |
| RIVER'S EDGE CRD 313711 | Beaver, PA | Advisory firm LLC | $157.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSPOINT FINANCIAL, LLC CRD 286443 | Tustin, CA | Advisory firm LLC | $157.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC CRD 127506 | Ridgeland, MS | Advisory firm LLC | $157.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COLLECTIVE WEALTH ADVISORS LLC CRD 289157 | Coppell, TX | Advisory firm LLC | $157.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY ADVISORY SERVICES, LLC CRD 147173 | Exton, PA | Advisory firm LLC | $156.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MOORE WEALTH CRD 323374 | Frederick, MD | Advisory firm LLC | $156.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BELHEALTH INVESTMENT PARTNERS, LLC CRD 162674 | Fort Lauderdale, FL | Advisory firm LLC | $156.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMA WEALTH PARTNERS, LLC CRD 159943 | North Chesterfield, VA | Advisory firm LLC | $156.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALLYPORT CRD 327533 | Houston, TX | Advisory firm LLC | $156.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BREAKWATER CAPITAL CRD 172498 | Kalamazoo, MI | Advisory firm LLC | $156.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ENGLEBERT FINANCIAL ADVISERS, LLC CRD 300568 | Allentown, PA | Advisory firm LLC | $156.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JK PRIVATE WEALTH, LLC CRD 305987 | Glastonbury, CT | Advisory firm LLC | $156.4M | 1 advisors | Percentage of AUM | View | |
| JTS FUND ADVISORS, LLC CRD 283677 | Waco, TX | Advisory firm LLC | $156.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| OREGON PACIFIC WEALTH MANAGEMENT CRD 283958 | Medford, OR | Advisory firm LLC | $156.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PEARL WEALTH LLC CRD 299508 | Portland, OR | Advisory firm LLC | $156.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERIDIAN WEALTH ADVISORS, LLC CRD 140991 | Albuquerque, NM | Advisory firm LLC | $156.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTITATIVE FINANCIAL STRATEGIES CRD 331416 | CA | Advisory firm LLC | $156.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK WEALTH MANAGEMENT LLC CRD 281036 | Nashua, NH | Advisory firm LLC | $156.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WAYCROSS GP, LLC CRD 339521 | Louisville, KY | Advisory firm LLC | $156.1M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PIEDMONT WEALTH MANAGEMENT CRD 340285 | Alexandria, VA | Advisory firm LLC | $156.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PC3 PARTNERS, LLC CRD 339659 | Miami Beach, FL | Advisory firm LLC | $156.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KAIZEN RETIREMENT PLAN ADVISORS, LLC CRD 289238 | ME | Advisory firm LLC | $155.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |