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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 | |||||
|---|---|---|---|---|---|---|---|
| QUANTIFY FUNDS CRD 328864 | CA | Advisory firm LLC | $133.2M | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| STRUCTURAL SOLUTIONS LLC CRD 319155 | Chapel Hill, NC | Advisory firm LLC | $133.0M | 2 advisors | Hourly charges; Fixed fees | View | |
| SOUTHEAST FINANCIAL ADVISORS CRD 121757 | Greenville, SC | Advisory firm Sole prop | $133.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFRAN WEALTH ADVISORS, LLC CRD 152161 | New York, NY | Advisory firm LLP | $132.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMIDA WEALTH MANAGEMENT LLC CRD 323410 | Wayne, NJ | Advisory firm LLC | $132.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DEGREEN PRIVATE WEALTH, LLC CRD 332192 | Scottsdale, AZ | Advisory firm LLC | $132.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREEN & DECKERT LLC CRD 299006 | Lubbock, TX | Advisory firm LLC | $132.8M | 2 advisors | Percentage of AUM | View | |
| TRUADVISORS CRD 170564 | Tampa, FL | Advisory firm LLC | $132.7M | 4 advisors | Percentage of AUM | View | |
| CHARIS LEGACY PARTNERS CRD 311968 | Bryan, TX | Advisory firm LLC | $132.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WELLS FINANCIAL MANAGEMENT, LLC CRD 158030 | Asheville, NC | Advisory firm LLC | $132.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPLETE WEALTH MANAGEMENT, LLC CRD 288794 | — | Advisory firm LLC | $132.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLARITY FINANCIAL PLANNERS CRD 277114 | Clayton, MO | Advisory firm LLC | $132.5M | 1 advisors | Percentage of AUM | View | |
| LEGACY WEALTH ADVISORS, LLC CRD 281810 | Clinton Township, MI | Advisory firm LLC | $132.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STITES FINANCIAL CONSULTING CRD 293058 | Wilton, CA | Advisory firm Partnership | $132.3M | 2 advisors | Percentage of AUM | View | |
| JANSEN WEALTH MANAGEMENT LLC CRD 317824 | Altoona, WI | Advisory firm LLC | $132.3M | 2 advisors | Percentage of AUM | View | |
| GEREMIA FINANCIAL SERVICES, LLC CRD 156504 | Edison, NJ | Advisory firm LLC | $132.2M | 2 employees | Percentage of AUM | View | |
| WEALTH EASE WEALTH MANAGEMENT CRD 332595 | Marshall, MI | Advisory firm LLC | $132.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDDLE STREET CAPITAL, LLC CRD 226513 | Newfields, NH | Advisory firm LLC | $132.1M | 1 advisors | Percentage of AUM | View | |
| TRIPLETAIL WEALTH MANAGEMENT CRD 318781 | Orlando, FL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM | View | |
| CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC CRD 337758 | Tuscaloosa, AL | Advisory firm LLC | $132.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PMV CAPITAL ADVISERS, LLC CRD 308010 | Dallas, TX | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM | View | |
| JGC TAX & WEALTH MANAGEMENT CRD 165770 | Salem, OR | Advisory firm LLC | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHMARK, LLC CRD 144948 | Bellingham, WA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCHMITZ CAPITAL PARTNERS, LLC CRD 105702 | Mill Valley, CA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |