Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SANTIAGO CAPITAL, LLC CRD 154579 | CA | Advisory firm LLC | $152.7M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BALANZ CRD 322263 | Coral Gables, FL | Advisory firm LLC | $152.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CORDOBA CAPITAL PARTNERS, LLC CRD 329644 | New York, NY | Advisory firm LLC | $152.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VIRTUS FINANCIAL PARTNERS CRD 323365 | AZ | Advisory firm LLC | $152.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TROUTMAN WEALTH CRD 301107 | Malvern, PA | Advisory firm LLC | $152.5M | 1 advisors | Percentage of AUM | View | |
| INFINIUM INVESTMENT ADVISORS, LLC CRD 149123 | Denver, CO | Advisory firm LLC | $152.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WERNER FINANCIAL CRD 315220 | Indianapolis, IN | Advisory firm LLC | $152.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONERIDGE INVESTMENT PARTNERS CRD 109261 | Radnor, PA | Advisory firm LLC | $152.3M | 6 advisors | Percentage of AUM | View | |
| WEST ELK CAPITAL, LLC CRD 292743 | Atlanta, GA | Advisory firm LLC | $152.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHLANDING FINANCIAL PARTNERS, LLC CRD 167055 | Rochester, NY | Advisory firm LLC | $152.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIMENSIONS WEALTH MANAGEMENT, LLC CRD 298928 | Roseville, CA | Advisory firm LLC | $152.1M | 1 advisors | Percentage of AUM | View | |
| ROAN CAPITAL PARTNERS CRD 293119 | Johnson City, TN | Advisory firm LLC | $152.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TERRA WEALTH CRD 320643 | High Point, NC | Advisory firm LLC | $152.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHROME ADVISORS CRD 311539 | San Francisco, CA | Advisory firm LLC | $152.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY WEALTH COUNSEL, LLC CRD 171959 | Loveland, OH | Advisory firm LLC | $151.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO MANAGEMENT, LLC CRD 107129 | Austin, TX | Advisory firm LLC | $151.9M | 3 advisors | Percentage of AUM | View | |
| PROVIDENCE WEALTH MANAGEMENT LLC CRD 144902 | Knoxville, TN | Advisory firm LLC | $151.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DELTA WEALTH ADVISORS LLC CRD 310504 | IL | Advisory firm LLC | $151.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LCR WEALTH MANAGEMENT LLC CRD 313013 | Westport, CT | Advisory firm LLC | $151.8M | 2 advisors | Percentage of AUM | View | |
| HERSHEY FINANCIAL ADVISERS, LLC CRD 149907 | Lancaster, PA | Advisory firm LLC | $151.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FPFOCO CRD 283890 | Fort Collins, CO | Advisory firm LLC | $151.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED WEALTH STRATEGIES, LLC CRD 155254 | Austin, TX | Advisory firm LLC | $151.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKETDESK INDICES LLC CRD 323393 | MO | Advisory firm LLC | $151.6M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| BARTLEY FINANCIAL ADVISORS, LLC CRD 124293 | Bedford, NH | Advisory firm LLC | $151.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |