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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 | |||||
|---|---|---|---|---|---|---|---|
| STEPHEN J. GARRY & ASSOCIATES, LLC CRD 295068 | Garden City, NY | Advisory firm LLC | $142.6M | 3 advisors | Percentage of AUM | View | |
| VISTA CIMA WEALTH MANAGEMENT LLC CRD 304672 | AZ | Advisory firm LLC | $142.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLETON PARTNERS, LLC CRD 140873 | NY | Advisory firm LLC | $142.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPPHIRE STAR CAPITAL LLC CRD 226665 | Redmond, WA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CROWN MANAGEMENT ADVISORS, LLC CRD 326369 | Atlanta, GA | Advisory firm LLC | $142.2M | 4 advisors | Percentage of AUM | View | |
| J. L. PERKINS WEALTH MANAGEMENT, LLC CRD 174308 | Macon, GA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM | View | |
| LTG CAPITAL LLC CRD 128216 | Framingham, MA | Advisory firm LLC | $142.2M | 2 advisors | Percentage of AUM | View | |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | Edina, MN | Advisory firm LLC | $142.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FORTRESS FINANCIAL SOLUTIONS, LLC CRD 143969 | Tucson, AZ | Advisory firm LLC | $142.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEM-YOUNG WEALTH ADVISORS, LLC CRD 171340 | Canfield, OH | Advisory firm LLC | $142.0M | 6 employees | Percentage of AUM; FEE SPLIT WITH UNDERLYING MANAGER | View | |
| ABDIEL CAPITAL ADVISORS, LP CRD 161410 | New York, NY | Advisory firm LP | $141.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWEST FINANCIAL NETWORK, LLC CRD 302095 | Tinley Park, IL | Advisory firm LLC | $141.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEVERIN INVESTMENTS LLC CRD 166567 | St.. Louis, MO | Advisory firm LLC | $141.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STOCK MANAGEMENT LLC CRD 113902 | AZ | Advisory firm LLC | $141.8M | 2 advisors | Percentage of AUM | View | |
| PULLIAM FAMILY OFFICE, LLC CRD 338839 | Crested Butte, CO | Advisory firm LLC | $141.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIVOT POINT ADVISORS, LLC CRD 130562 | Bellaire, TX | Advisory firm LLC | $141.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC CRD 173288 | Los Gatos, CA | Advisory firm LLC | $141.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THINK DIFFERENT FINANCIAL PLANNING CRD 312539 | CA | Advisory firm LLC | $141.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| INTEGRATED FINANCIAL CONSULTING, LLC CRD 130920 | Airmont, NY | Advisory firm LLC | $141.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY INVESTMENTS + PLANNING LLC CRD 148888 | Mount Kisco, NY | Advisory firm LLC | $141.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLYMPUS PEAKS FINANCIAL, LLC CRD 283040 | Sandy, UT | Advisory firm LLC | $141.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ST. CLAIR FINANCIAL CRD 151251 | Roseville, CA | Advisory firm LLC | $141.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DERIVE WEALTH CRD 284619 | Pasadena, CA | Advisory firm LLC | $141.3M | 1 advisors | Fixed fees | View | |
| MARKLE FINANCIAL LLC CRD 302088 | Laramie, WY | Advisory firm LLC | $141.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |