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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 | |||||
|---|---|---|---|---|---|---|---|
| BLUE LINE CAPITAL CRD 304024 | Chicago, IL | Advisory firm LLC | $131.9M | 7 advisors | Percentage of AUM | View | |
| PROPER WEALTH CRD 336499 | Tallahassee, FL | Advisory firm LLC | $131.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAMINAR WEALTH LLC CRD 167867 | Clayton, MO | Advisory firm LLC | $131.8M | 2 advisors | Fixed fees | View | |
| NEST EGG CRD 286024 | Conshohocken, PA | Advisory firm LLC | $131.7M | 9 advisors | Percentage of AUM | View | |
| PTS BROKERAGE, LLC CRD 119307 | Mt. Laurel, NJ | Advisory firm LLC | $131.7M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LMPG WEALTH ADVISORS, LLC CRD 328251 | Miami, FL | Advisory firm LLC | $131.7M | 2 advisors | Percentage of AUM | View | |
| EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC CRD 159018 | Seattle, WA | Advisory firm LLC | $131.6M | 1 advisors | Percentage of AUM | View | |
| BENCHMARK FINANCIAL, LLC CRD 297443 | Wilmington, DE | Advisory firm LLC | $131.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINX PARTNERS, LLC CRD 158607 | Atlanta, GA | Advisory firm LLC | $131.4M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC CRD 174670 | Tampa, FL | Advisory firm LLC | $131.3M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LAYLINE ADVISORS CRD 285136 | Rochester, NY | Advisory firm LLC | $131.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SEATTLE WEALTH MANAGEMENT LLC CRD 285877 | Seattle, WA | Advisory firm LLC | $131.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC CRD 109013 | Providence, RI | Advisory firm LLC | $131.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXPOINT ADVISORS, L.P. CRD 163564 | Dallas, TX | Advisory firm LP | $131.2M | 13 advisors | Percentage of AUM | View | |
| FRISCO FINANCIAL PLANNING CRD 132585 | TX | Advisory firm LLC | $131.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RONIN EQUITY PARTNERS LLC CRD 310679 | New York, NY | Advisory firm LLC | $131.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON WEALTH MANAGEMENT, LLC CRD 340724 | Lyndhurst, OH | Advisory firm LLC | $131.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC CRD 312022 | — | Advisory firm LLC | $131.0M | 7 advisors | Percentage of AUM | View | |
| OPEN SOURCE INVESTMENTS, LLC CRD 287501 | LA | Advisory firm LLC | $130.7M | 2 advisors | Percentage of AUM | View | |
| FIRST GROWTH CAPITAL LLC CRD 305958 | MD | Advisory firm LLC | $130.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LINCOLN DOUGLAS INVESTMENTS, LLC CRD 155578 | Mount Vernon, OH | Advisory firm LLC | $130.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGEMY WEALTH ADVISORS, LLC CRD 218512 | Dever, CO | Advisory firm LLC | $130.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUILIBRIA WEALTH MANAGEMENT, LLC CRD 311785 | Katy, TX | Advisory firm LLC | $130.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MESSMER CAPITAL ADVISORS LLC CRD 305387 | Milford, OH | Advisory firm LLC | $130.4M | 2 advisors | Percentage of AUM | View |