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 | |||||
|---|---|---|---|---|---|---|---|
| AWH CAPITAL, L.P. CRD 146740 | Dallas, TX | Advisory firm LP | $147.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PLAN2THRIVE FINANCIAL CRD 317005 | Eldridge, IA | Advisory firm LLC | $147.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACHCAP TAX & ADVISORY, LLC CRD 158729 | Atlanta, GA | Advisory firm LLC | $147.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE BEAR FINANCIAL, LLC CRD 331226 | NY | Advisory firm LLC | $147.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIT WEALTH MANAGEMENT CRD 281494 | Centennial, CO | Advisory firm LLC | $147.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HORIZON WEALTH CRD 333752 | Denver, CO | Advisory firm LLC | $147.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSS BORDER FINANCIAL PLANNING USA LLC CRD 317154 | Philadelphia, PA | Advisory firm LLC | $147.2M | 3 advisors | Percentage of AUM | View | |
| DBA BIG MONEY RETIREMENT AND BIG RETIREMENT CRD 318698 | Greenville, SC | Advisory firm LLC | $147.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHPOINT ADVISORS CRD 332312 | Cramerton, NC | Advisory firm LLC | $147.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARK FINANCIAL ADVISORS CRD 296914 | Richmond, VA | Advisory firm LLC | $147.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELITE LIFE MANAGEMENT LLC CRD 310917 | Erie, PA | Advisory firm LLC | $147.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ENTELEVEST, LLC CRD 318115 | Coral Gables, FL | Advisory firm LLC | $147.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLBROOK GLOBAL STRATEGIES CRD 127059 | Palo Alto, CA | Advisory firm LLC | $147.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE PROSPERITY PEOPLE CRD 124957 | Bellevue, KY | Advisory firm LLC | $147.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERITAGE CAPITAL, LLC CRD 127650 | Woodbridge, CT | Advisory firm LLC | $146.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KOON FINANCIAL PLANNING & CONSULTING/KFP&C CRD 126051 | Greenwood, IN | Advisory firm LLC | $146.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFICIENT WEALTH COUNSELORS, LLC CRD 152640 | Norwood, MA | Advisory firm LLC | $146.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCHER WEALTH ADVISORS CRD 154878 | San Mateo, CA | Advisory firm LLC | $146.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CB CAPITAL LLC CRD 300200 | North Smithfield, RI | Advisory firm LLC | $146.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOBBS WEALTH MANAGEMENT CRD 325374 | Zionsville, IN | Advisory firm LLC | $146.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHGEN ADVISORS, LLC CRD 306196 | Sarasota, FL | Advisory firm LLC | $146.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONE STEPS FINANCIAL, LLC CRD 175289 | Encinitas, CA | Advisory firm LLC | $146.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBOSTRATEGY ADVISORS CRD 337701 | San Juan, PR | Advisory firm LLC | $146.5M | 5 advisors | Percentage of AUM | View | |
| MOELIS CAPITAL PARTNERS LLC CRD 154219 | New York, NY | Advisory firm LLC | $146.5M | 1 advisors | Percentage of AUM; Performance-based fees | View |