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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 | |||||
|---|---|---|---|---|---|---|---|
| FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV) CRD 149447 | Oxford, MS | Advisory firm LLC | $141.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARTHUR STEIN FINANCIAL, LLC CRD 160627 | Bethesda, MD | Advisory firm LLC | $141.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARY L. GREENBERG CRD 108423 | Eden Prairie, MN | Advisory firm Sole prop | $141.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DOUGHERTY INVESTMENT ADVISORS CRD 142284 | Spring Hill, FL | Advisory firm LLC | $141.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LIFEPLAN FINANCIAL, LLC CRD 136981 | Mankato, MN | Advisory firm LLC | $141.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLEMENT STREET CAPITAL LLC CRD 159684 | Downers Grove, IL | Advisory firm LLC | $141.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IMMACULATE WEALTH MANAGEMENT, LLC CRD 167657 | Mesa, AZ | Advisory firm LLC | $140.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERTIS WEALTH, LLC CRD 307270 | Chicago, IL | Advisory firm LLC | $140.7M | 6 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| CLEAR SKY FINANCIAL, LP CRD 298551 | Prosper, TX | Advisory firm LP | $140.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSG INVESTMENTS LLC CRD 323527 | Overland Park, KS | Advisory firm LLC | $140.5M | 6 advisors | Percentage of AUM | View | |
| ACTITRUST WEALTH MANAGEMENT LLC CRD 284827 | Plantation, FL | Advisory firm LLC | $140.5M | 6 advisors | Percentage of AUM | View | |
| STEELE STREET CAPITAL LLC CRD 331520 | Kittery, ME | Advisory firm LLC | $140.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN FIRST WEALTH LLC CRD 289185 | CA | Advisory firm LLC | $140.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MWM WEALTH ADVISORY, LLC CRD 287705 | Plymouth, MN | Advisory firm LLC | $140.3M | 1 advisors | Percentage of AUM | View | |
| OLIVE BRANCH CAPITAL, LLC CRD 302094 | LA | Advisory firm LLC | $140.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVIOR WEALTH CRD 299178 | Wellesley, MA | Advisory firm LLC | $140.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC CRD 336266 | Chicago, IL | Advisory firm LLC | $140.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HOYA CAPITAL REAL ESTATE, LLC CRD 281848 | Rowayton, CT | Advisory firm LLC | $140.1M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| QM ADVISORS LLC CRD 297438 | GA | Advisory firm LLC | $140.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSMAN WEALTH MANAGEMENT, LLC CRD 290550 | Redlands, CA | Advisory firm LLC | $140.1M | 1 advisors | Percentage of AUM | View | |
| LARSON WILLIAMS WEALTH ADVISORS, LLC CRD 311414 | Cedar City, UT | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View | |
| CHIPSER WEALTH MANAGEMENT, LLC CRD 306396 | Destin, FL | Advisory firm LLC | $140.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTIS PORTFOLIO SOLUTIONS, LLC CRD 314886 | Chicago, IL | Advisory firm LLC | $140.0M | 2 advisors | Percentage of AUM | View | |
| CREDENTIALED WEALTH ADVISORS, LLC CRD 312517 | Johnstown, CO | Advisory firm LLC | $139.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |