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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 | |||||
|---|---|---|---|---|---|---|---|
| ATLANTIS WEALTH ADVISORS LLC CRD 169956 | Maumee, OH | Advisory firm LLC | $150.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICOM ADVISORS, LLC CRD 156386 | — | Advisory firm LLC | $150.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MZ CAPITAL, LLC CRD 134726 | CA | Advisory firm LLC | $150.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECONDMARKET FINANCIAL, LLC CRD 333332 | New York, NY | Advisory firm LLC | $150.0M | 3 advisors | Percentage of AUM; REFERRAL FEES FOR INTRODUCTIONS TO OTHER ADVISERS | View | |
| INTENTIONAL RETIREMENT, LLC CRD 310655 | Omaha, NE | Advisory firm LLC | $150.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELIS ADVANTAGE, LP CRD 335282 | Boston, MA | Advisory firm LP | $150.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LINCOLN CAPITAL ADVISERS LLC CRD 335085 | Chicago, IL | Advisory firm LLC | $150.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PAUL D. SIPPIL & ASSOCIATES, LLC CRD 154656 | — | Advisory firm LLC | $150.0M | 1 advisors | Fixed fees | View | |
| RETIREMENT STRATEGY ADVISORS LLC CRD 341145 | Bend, OR | Advisory firm LLC | $150.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VF ADVISORS, LLC CRD 334305 | Louisville, KY | Advisory firm LLC | $150.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARRISH CAPITAL, LLC CRD 172783 | Kennesaw, GA | Advisory firm LLC | $150.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPACA CRD 317262 | New York, NY | Advisory firm LLC | $149.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAVALCADE CAPITAL LLC CRD 327292 | New York, NY | Advisory firm LLC | $149.9M | 1 advisors | Percentage of AUM | View | |
| CLEARBROOK INVESTMENT SOLUTIONS LLC CRD 155607 | New York, NY | Advisory firm LLC | $149.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SCHNEIDER WEALTH MANAGEMENT CRD 144166 | CA | Advisory firm Sole prop | $149.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ONESOURCE WEALTH MANAGEMENT CRD 319078 | Granite Bay, CA | Advisory firm LLC | $149.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEEN CAPITAL, LLC CRD 283597 | CO | Advisory firm LLC | $149.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PORTFOLIO DESIGN SERVICES, LLC CRD 131506 | River Falls, WI | Advisory firm LLC | $149.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVIDENT FINANCIAL CRD 281661 | Erie, PA | Advisory firm LLC | $149.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLARIS FINANCIAL PLANNING, LLC. CRD 123035 | CA | Advisory firm LLC | $149.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SECOND SUMMIT WEALTH MANAGEMENT, LLC CRD 317984 | CA | Advisory firm LLC | $149.7M | 1 advisors | Percentage of AUM | View | |
| CMG FINANCIAL CONSULTING CRD 288359 | AZ | Advisory firm LLC | $149.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY FINANCIAL ADVISORS LLC CRD 323321 | St.. Petersburg, FL | Advisory firm LLC | $149.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PUREWATER CAPITAL, LLC CRD 166154 | Fort Worth, TX | Advisory firm LLC | $149.5M | 4 advisors | Percentage of AUM; Fixed fees | View |