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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 | |||||
|---|---|---|---|---|---|---|---|
| LUMA CAPITAL CRD 119576 | Naples, FL | Advisory firm LLC | $135.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EAST ROCK FINANCIAL SERVICES, LLC CRD 147949 | CA | Advisory firm LLC | $135.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT PORTFOLIOS, LLC CRD 288605 | Lee'S Summit, MO | Advisory firm LLC | $135.7M | 2 advisors | Percentage of AUM | View | |
| FR FINANCIAL ADVISORS LLC CRD 135980 | Coral Springs, FL | Advisory firm LLC | $135.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOT CREEK CAPITAL, L.L.C. CRD 162371 | Kirkland, WA | Advisory firm LLC | $135.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HEPWORTH EQUITY PARTNERS, LLC CRD 145774 | MA | Advisory firm LLC | $135.6M | 2 advisors | Percentage of AUM | View | |
| CASSILLY FINANCIAL CRD 300672 | Severna Park, MD | Advisory firm LLC | $135.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVO FINANCIAL, LLC CRD 172646 | Bartlesville, OK | Advisory firm LLC | $135.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGRO MINERAL PARTNERS LLC CRD 324740 | Houston, TX | Advisory firm LLC | $135.3M | 6 advisors | Fixed fees · Performance-based fees +1 more | View | |
| LIGHT CAPITAL LLC CRD 323373 | Santa Monica, CA | Advisory firm LLC | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEIGHTS POINT MANAGEMENT, LP CRD 313849 | New York, NY | Advisory firm LP | $135.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DREAMERS MANAGEMENT LLC CRD 299919 | El Segundo, CA | Advisory firm LLC | $135.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC CRD 307933 | New York, NY | Advisory firm LLC | $135.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PSC FINANCIAL LLC CRD 172054 | Bloomington, MN | Advisory firm LLC | $135.1M | 2 advisors | Percentage of AUM | View | |
| TRADEWINDS WEALTH MANAGEMENT CRD 323879 | Portland, OR | Advisory firm LLC | $135.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTUM WEALTH ADVISORS CRD 301214 | Chico, CA | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JRS WEALTH MANAGEMENT LLC CRD 306294 | South Jordan, UT | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED REEF ADVISORS LLC CRD 174748 | Boca Raton, FL | Advisory firm LLC | $135.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHMITT WEALTH ADVISERS, LLC CRD 174958 | Cincinnati, OH | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSG ALPHA PARTNERS, LLC CRD 319493 | Old Bridge, NJ | Advisory firm LLC | $134.9M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTEGRITY FINANCIAL ADVISORS, LLC CRD 313369 | Woburn, MA | Advisory firm LLC | $134.9M | 8 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| HADDONFIELD FINANCIAL PLANNING LLC CRD 298177 | Haddonfield, NJ | Advisory firm LLC | $134.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AP CAPITAL DELAWARE LLC CRD 315796 | New York, NY | Advisory firm LLC | $134.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BSG ADVISERS CRD 297243 | Apex, NC | Advisory firm LLC | $134.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |