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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 | |||||
|---|---|---|---|---|---|---|---|
| MCT ENTERTAINMENT ADVISORS LLC CRD 328135 | West Hollywood, CA | Advisory firm LLC | $154.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORREST FINANCIAL SERVICES CRD 117546 | Windsor Heights, IA | Advisory firm LLC | $154.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGGI INVESTMENT SERVICES, LLC CRD 156856 | Oldmar, FL | Advisory firm LLC | $154.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOLPACIFIC, LLC CRD 315184 | Duluth, MN | Advisory firm LLC | $154.0M | 8 advisors | Performance-based fees | View | |
| ATLAS CRD 324191 | AL | Advisory firm LLC | $153.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALCION VENTURES, L.P. CRD 160505 | Burlington, MA | Advisory firm LP | $153.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| UPTOWN CAPITAL ADVISORS CRD 171401 | Dallas, TX | Advisory firm LLC | $153.8M | 2 advisors | Percentage of AUM | View | |
| SHINING ROCK ADVISORS LLC CRD 311295 | Asheville, NC | Advisory firm LLC | $153.8M | 2 advisors | Percentage of AUM | View | |
| S&S WEALTH MANAGEMENT CRD 130652 | Grand Prairie, TX | Advisory firm LP | $153.8M | 3 advisors | Percentage of AUM | View | |
| WATERROCK WEALTH MANAGEMENT CRD 296462 | Albuquerque, NM | Advisory firm LLC | $153.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAILS EDGE WEALTH ADVISERS, LLC CRD 299466 | IL | Advisory firm LLC | $153.7M | 1 advisors | Percentage of AUM | View | |
| MAIDEN COVE CAPITAL CRD 312478 | Yarmouth, ME | Advisory firm LLC | $153.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORTHINGTON WEALTH MANAGEMENT CRD 312951 | Worthington, OH | Advisory firm LLC | $153.7M | 3 advisors | Percentage of AUM | View | |
| PLATT INVESTMENT COUNSEL, LLC CRD 118737 | CA | Advisory firm LLC | $153.6M | 1 advisors | Percentage of AUM | View | |
| ALPHA DOG ADVISORS, RUFF CRD 152001 | Cranston, RI | Advisory firm LLC | $153.6M | 2 advisors | Percentage of AUM; COMPENSATION FROM THE SALE OF INSURANCE ASSETS | View | |
| WISE WEALTH PARTNERS, LLC CRD 311639 | Phoenix, AZ | Advisory firm LLC | $153.5M | 2 advisors | Percentage of AUM | View | |
| ARTA FINANCE CRD 318714 | Mountain View, CA | Advisory firm LLC | $153.4M | 18 advisors | Percentage of AUM | View | |
| CLEAR RETIREMENT ADVICE LLC CRD 292667 | San Mateo, CA | Advisory firm LLC | $153.4M | 1 advisors | Fixed fees | View | |
| APPLEWHITE & BUYS FINANCIAL ADVISORS CRD 169799 | Dallas, TX | Advisory firm LLC | $153.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LIND PARTNERS, LLC CRD 290338 | New York, NY | Advisory firm LLC | $153.1M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FINANCIAL SOLUTIONS ASSOCIATES CRD 111456 | Dedham, MA | Advisory firm LLC | $152.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAVEN CAPITAL PARTNERS, LLC CRD 300626 | Atlanta, GA | Advisory firm LLC | $152.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LIVIAN & CO. CRD 153771 | New York, NY | Advisory firm LLC | $152.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VINCENT WEALTH ADVISORS LLC CRD 332759 | Norwell, MA | Advisory firm LLC | $152.9M | 1 advisors | Percentage of AUM; Fixed fees | View |