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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 | |||||
|---|---|---|---|---|---|---|---|
| DAVIDOV FINANCIAL COACHING, LLC CRD 166794 | New Hyde Park, NY | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORE WEALTH ADVISORS CRD 157436 | Indianapolis, IN | Advisory firm LLC | $143.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AQUA CAPITAL ADVISORS CRD 151887 | Los Angeles, CA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHASTAIN WEALTH MANAGEMENT CRD 285551 | GA | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORTELIUS CAPITAL PARTNERS CRD 138284 | New York, NY | Advisory firm LLC | $143.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROCORE ADVISORS, LLC CRD 289037 | Newport Beach, CA | Advisory firm LLC | $143.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOG CITY ADVISORS, LLC CRD 321822 | Albany, CA | Advisory firm LLC | $143.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MLG FUND MANAGER LLC CRD 335692 | Brookfield, WI | Advisory firm LLC | $143.6M | 29 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ETNA CAPITAL CRD 330644 | Hong Kong | Advisory firm LLC | $143.3M | 5 advisors | Percentage of AUM; INVESTMENT RESEARCH SERVICES | View | |
| LYNCH INVESTMENT PLANNING, LLC CRD 115956 | Newtown Square, PA | Advisory firm LLC | $143.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FOUR LION CAPITAL, LP CRD 333602 | New York, NY | Advisory firm LP | $143.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTINSEN WEALTH MANAGEMENT CRD 332433 | Tempe, AZ | Advisory firm LLC | $143.2M | 7 advisors | Percentage of AUM | View | |
| CYPRESS CAPITAL CRD 335347 | Tallahassee, FL | Advisory firm LLC | $143.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREST CAPITAL CRD 325514 | Concord, NC | Advisory firm LLC | $143.2M | 1 advisors | Percentage of AUM | View | |
| RIVERTREE WEALTH CRD 329595 | Little Rock, AR | Advisory firm LLC | $143.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERUS WEALTH MANAGEMENT CRD 323130 | De Pere, WI | Advisory firm LLC | $143.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLANK EQUITY MANAGEMENT LLC CRD 153570 | Port Washington, NY | Advisory firm LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BYRNE & COMPANY WEALTH MANAGEMENT, LLC CRD 160581 | Olympia, WA | Advisory firm LLC | $142.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FEATHERINGILL CAPITAL, LLC CRD 299523 | Birmingham, AL | Advisory firm LLC | $142.9M | 5 advisors | Fixed fees; Performance-based fees | View | |
| STONE WEALTH PARTNERS LLC CRD 308429 | Lafayette, LA | Advisory firm LLC | $142.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APPLIED FUNDAMENTAL RESEARCH, LLC CRD 167645 | Cambridge, MA | Advisory firm LLC | $142.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LANE FAMILY WEALTH MANAGEMENT CRD 337964 | North Liberty, IA | Advisory firm LLC | $142.7M | 2 advisors | Percentage of AUM | View | |
| PERSONALIZED FINANCIAL SOLUTIONS LLC CRD 306475 | Clearwater, FL | Advisory firm LLC | $142.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VCP FINANCIAL LLC CRD 167901 | Staten Island, NY | Advisory firm LLC | $142.6M | 4 advisors | Percentage of AUM; Hourly charges | View |