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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 | |||||
|---|---|---|---|---|---|---|---|
| DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC CRD 286575 | Nashville, TN | Advisory firm LLC | $144.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLABORATIVE FUND ADVISORS CRD 327121 | Reno, NV | Advisory firm LLC | $144.8M | 7 advisors | Percentage of AUM | View | |
| BETRO MILESZKO & COMPANY CRD 145184 | Foxboro, MA | Advisory firm LLC | $144.8M | 1 advisors | Percentage of AUM | View | |
| BLUESTONE INVESTMENT MANAGER, LLC CRD 296820 | Mclean, VA | Advisory firm LLC | $144.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| LANDON CAPITAL PARTNERS, LLC CRD 292398 | Boston, MA | Advisory firm LLC | $144.8M | 5 advisors | Performance-based fees; MONITORING FEES FROM PORTFOLIO COMPANIES | View | |
| TRAILWISE FINANCIAL PARTNERS, LLC CRD 323530 | Golden, CO | Advisory firm LLC | $144.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAGNER PLANNING CRD 318448 | Lake Oswego, OR | Advisory firm LLC | $144.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING FINANCIAL ADVISORS, LLC CRD 107783 | IA | Advisory firm LLC | $144.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SCENIC MANAGEMENT LLC CRD 315808 | San Francisco, CA | Advisory firm LLC | $144.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLUMBUS STREET WEALTH MANAGEMENT, LLC CRD 301788 | OH | Advisory firm LLC | $144.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| RENAISSANCE CAPITAL LLC CRD 109945 | Stamford, CT | Advisory firm LLC | $144.3M | 17 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GLOVER PARK WEALTH MANAGEMENT, LLC CRD 309793 | Arlington, VA | Advisory firm LLC | $144.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE ANCHOR WEALTH ADVISORS, LLC CRD 307522 | Ketchikan, AK | Advisory firm LLC | $144.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| TOTEM POINT MANAGEMENT, LLC CRD 169824 | New York, NY | Advisory firm LLC | $144.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BONA FIDE WEALTH CRD 330982 | TX | Advisory firm LLC | $144.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PALADINO WEALTH CRD 307799 | Montgomery, TX | Advisory firm LLC | $144.1M | 2 advisors | Percentage of AUM | View | |
| SHELTER WEALTH STRATEGIES, LLC CRD 170655 | Houston, TX | Advisory firm LLC | $144.1M | 8 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SUMMA GLOBAL ADVISORS, LLC CRD 148713 | Clackamas, OR | Advisory firm LLC | $144.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VAN DIEST CAPITAL CRD 334743 | Polk City, IA | Advisory firm LLC | $144.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE LANE CAPITAL, LLC CRD 124999 | — | Advisory firm LLC | $144.1M | 1 advisors | Percentage of AUM | View | |
| TACTIVEST, LLC CRD 173309 | AZ | Advisory firm LLC | $144.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PMG FAMILY OFFICE, LLC CRD 312154 | Plano, TX | Advisory firm LLC | $144.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERVIEW WEALTH ADVISORS, LLC CRD 173260 | Pittsburgh, PA | Advisory firm LLC | $144.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KESTREL WEALTH MANAGEMENT, LLC CRD 153503 | South Bend, IN | Advisory firm LLC | $143.9M | 2 advisors | Percentage of AUM | View |