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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC PROBABILITY PARTNERS, LLC CRD 174441 | NH | Advisory firm LLC | $138.6M | 2 advisors | Percentage of AUM | View | |
| HULL WEALTH MANAGEMENT CRD 131741 | Murfreesboro, TN | Advisory firm LLC | $138.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERPIECE WEALTH ADVISOR CRD 296956 | Greenwood Village, CO | Advisory firm LLC | $138.6M | 2 advisors | Percentage of AUM | View | |
| TKC WEALTH MANAGEMENT LLC CRD 158498 | Dallas, TX | Advisory firm LLC | $138.6M | 6 advisors | Percentage of AUM | View | |
| STONE LOFT WEALTH MANAGEMENT LLC CRD 337410 | PA | Advisory firm LLC | $138.6M | 1 advisors | Percentage of AUM | View | |
| BLUEPRINT WEALTH MANAGEMENT CRD 166264 | — | Advisory firm LLC | $138.4M | 1 advisors | Percentage of AUM | View | |
| FSAM LLC CRD 287851 | Alpharetta, GA | Advisory firm LLC | $138.4M | 11 advisors | Percentage of AUM | View | |
| STRATTON CAPITAL INVESTMENT ADVISORY LLC CRD 307491 | New York, NY | Advisory firm LLC | $138.3M | 7 advisors | Percentage of AUM | View | |
| PARAGON INVESTING, LLC CRD 310897 | CA | Advisory firm LLC | $138.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBOR WEALTH MANAGEMENT, LLC CRD 168774 | Tempe, AZ | Advisory firm LLC | $138.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANO CAPITAL, LLC CRD 160367 | San Mateo, CA | Advisory firm LLC | $138.0M | 1 advisors | CARRIED INTEREST | View | |
| VERICREST PRIVATE WEALTH, LLC CRD 311111 | Newtown, PA | Advisory firm LLC | $137.8M | 1 advisors | Percentage of AUM | View | |
| TARHEEL ADVISORS, LLC CRD 149308 | Chapel Hill, NC | Advisory firm LLC | $137.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| APPLE & ASSOCIATES CRD 126849 | Grass Valley, CA | Advisory firm Partnership | $137.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EUBANK, HUTSON & ASSOCIATES, LLC CRD 226519 | Plano, TX | Advisory firm LLC | $137.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KORVING & COMPANY LLC CRD 152095 | Suffolk, VA | Advisory firm LLC | $137.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOX HILL PRIVATE WEALTH CRD 322620 | AZ | Advisory firm LLC | $137.5M | 1 advisors | Percentage of AUM | View | |
| VISION INVESTMENT ADVISORS, LLC CRD 109621 | Stamford, CT | Advisory firm LLC | $137.4M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| KEYSTONE WEALTH MANAGEMENT CRD 304133 | Waterloo, IA | Advisory firm Other (specify) | $137.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WALLENDER, TIMOTHY JOSEPH CRD 138301 | Manhattan Beach, CA | Advisory firm Sole prop | $137.3M | 1 advisors | Percentage of AUM | View | |
| SQN VENTURE PARTNERS, LLC CRD 301483 | Charleston, SC | Advisory firm LLC | $137.3M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SILVERHAWK CAPITAL PARTNERS, LLC CRD 161678 | Overland Park, KS | Advisory firm LLC | $137.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIDGELINE RESEARCH LLC CRD 300807 | CA | Advisory firm LLC | $137.0M | 1 advisors | Percentage of AUM | View | |
| ASCENSION WEALTH PARTNERS, LLC CRD 146451 | Pleasant Hill, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM | View |