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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 | |||||
|---|---|---|---|---|---|---|---|
| GUARDANT WEALTH ADVISORS CRD 339708 | Miami, FL | Advisory firm LLC | $149.3M | 3 advisors | Percentage of AUM | View | |
| BROOKLINE WEALTH, LLC CRD 322787 | Austin, TX | Advisory firm LLC | $149.0M | 1 advisors | Fixed fees | View | |
| VIS ADVISORS, LP CRD 240786 | New York, NY | Advisory firm LP | $148.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDERS & SCOTT, CHFC CRD 125741 | Watkinsville, GA | Advisory firm LLC | $148.8M | 2 advisors | Percentage of AUM | View | |
| HARVEST FINANCIAL PARTNERS CRD 146162 | Paoli, PA | Advisory firm LLC | $148.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEERLESS WEALTH CRD 305807 | Columbus, OH | Advisory firm LLC | $148.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| QUANTUM FINANCIAL PARTNERS LLC CRD 138112 | Overland Park, KS | Advisory firm LLC | $148.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CURTIS WEALTH MANAGEMENT LLC CRD 312245 | Henderson, NV | Advisory firm LLC | $148.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ANKERSTAR WEALTH, LLC CRD 170819 | Leander, TX | Advisory firm LLC | $148.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SONNET, LLC CRD 282882 | Spring, TX | Advisory firm LLC | $148.4M | 4 advisors | Percentage of AUM | View | |
| ACCUMULATOR OPERATIONS LLC CRD 341270 | Coral Gables, FL | Advisory firm LLC | $148.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBORFI ADVISORS, LLC CRD 305009 | Ann Arbor, MI | Advisory firm LLC | $148.4M | 2 advisors | Percentage of AUM | View | |
| DELLORA INVESTMENTS LP CRD 310885 | Greenwich, CT | Advisory firm LP | $148.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TOWNSEND FINANCIAL PLANNING CRD 141571 | Mt. Sterling, KY | Advisory firm LLC | $148.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SKYLINE FINANCIAL NORTHWEST CRD 146844 | Portland, OR | Advisory firm LLC | $148.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DREHER FINANCIAL PARTNERS CRD 104537 | Southern Pines, NC | Advisory firm LLC | $148.2M | 2 advisors | Percentage of AUM | View | |
| HUNDREDFOLD ADVISORS, LLC CRD 131854 | Virginia Beach, VA | Advisory firm LLC | $148.2M | 1 advisors | Percentage of AUM | View | |
| STAVIS WEALTH TRANSFER SOLUTIONS CRD 328185 | Houston, TX | Advisory firm LLC | $148.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MUELLER WEALTH CRD 306943 | Mishicot, WI | Advisory firm LLC | $148.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSION HILL ADVISORS, LLC CRD 171866 | Austin, TX | Advisory firm LLC | $148.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRETT WEALTH CONNECTION LLC CRD 161020 | Spring Grove, IL | Advisory firm LLC | $148.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATCHMENT CAPITAL, L.P. CRD 335631 | New York, NY | Advisory firm LP | $147.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FLYOVER CAPITAL PARTNERS, LLC CRD 173709 | Kansas City, MO | Advisory firm LLC | $147.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL AVENUES CRD 153458 | KS | Advisory firm LLC | $147.6M | 4 advisors | Hourly charges; Fixed fees | View |