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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 | |||||
|---|---|---|---|---|---|---|---|
| PVA FINANCIAL, LLC CRD 312523 | — | Advisory firm LLC | $136.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOKE WEALTH MANAGEMENT, LLC CRD 127309 | Irvine, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRAL WEALTH MANAGEMENT LLC CRD 293172 | Madison, WI | Advisory firm LLC | $136.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RIVER CRESCENT ADVISORS, LLC CRD 334629 | Suffolk, VA | Advisory firm LLC | $136.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHAMPION ADVISORS LLC CRD 149920 | TX | Advisory firm LLC | $136.8M | 2 advisors | Percentage of AUM | View | |
| BLACK WALNUT WEALTH MANAGEMENT CRD 337606 | Traverse City, MI | Advisory firm LLC | $136.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEYOND INVESTING LLC CRD 304093 | — | Advisory firm LLC | $136.7M | 2 advisors | Percentage of AUM | View | |
| RE-ENVISION WEALTH CRD 299357 | New York, NY | Advisory firm LLC | $136.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BARN CAPITAL LLC CRD 338745 | — | Advisory firm LLC | $136.6M | 1 advisors | Performance-based fees | View | |
| VANWEELDEN WEALTH MANAGEMENT, LLC CRD 290308 | West Chester Township, OH | Advisory firm LLC | $136.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGELIGHT CAPITAL LLC CRD 154920 | Scottsdale, AZ | Advisory firm LLC | $136.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC PORTFOLIO SOLUTIONS, LLC CRD 156374 | Dallas, TX | Advisory firm LLC | $136.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FITHIAN LLC CRD 287509 | New York, NY | Advisory firm LLC | $136.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | Statesville, NC | Advisory firm LLC | $136.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PARADIGM ADVISORS, LLC CRD 114515 | Dallas, TX | Advisory firm LLC | $136.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHRISE FINANCIAL PLANNING, LLC CRD 283764 | Carlsbad, CA | Advisory firm LLC | $136.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| 15 EQUITY CRD 310628 | Santa Barbara, CA | Advisory firm LLC | $135.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A J FELDMAN FINANCIAL, LLC CRD 154773 | IL | Advisory firm LLC | $135.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KASSIRA WEALTH MANAGEMENT, LLC CRD 165070 | CO | Advisory firm LLC | $135.9M | 2 advisors | Percentage of AUM | View | |
| LANDMARK WEALTH ADVISORS, LLC CRD 166989 | Farmington, UT | Advisory firm LLC | $135.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1N CAPITAL, LLC CRD 309502 | CA | Advisory firm LLC | $135.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VERITAS WEALTH MANAGEMENT, LLC CRD 160600 | Salt Lake City, UT | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM | View | |
| LORETTA NOLAN ASSOCIATES, LLC CRD 126468 | Old Greenwich, CT | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL MANAGEMENT ASSOCIATES, LLC CRD 327502 | Windham, NH | Advisory firm LLC | $135.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |