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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 | |||||
|---|---|---|---|---|---|---|---|
| JONES FIDUCIARY WEALTH MANAGEMENT LLC CRD 311956 | — | Advisory firm LLC | $130.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAKVALLEY WEALTH, LLC CRD 165542 | Roanoke, VA | Advisory firm LLC | $130.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| APPLIED FINANCIAL WISDOM CRD 164428 | Rapid City, SD | Advisory firm LLC | $130.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTGOMERY CAPITAL ADVISORS LLC CRD 138148 | New York, NY | Advisory firm LLC | $130.1M | 2 advisors | Percentage of AUM | View | |
| SOLIST FINANCIAL CRD 329317 | Tampa, FL | Advisory firm LLC | $130.1M | 1 advisors | Percentage of AUM | View | |
| WISE WEALTH MANAGEMENT, LLC CRD 133614 | New York, NY | Advisory firm LLC | $130.1M | 2 advisors | Percentage of AUM | View | |
| AAN WEALTH ADVISORS LLC CRD 300652 | Canton, OH | Advisory firm LLC | $130.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL AURORA, LLC. CRD 260786 | Austin, TX | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBAL VENTURE MANAGEMENT LLC CRD 324517 | San Juan, PR | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEVEN HILLS CAPITAL ADVISORS CRD 175280 | Cincinnati, OH | Advisory firm LLC | $130.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBOR WEALTH MANAGEMENT CRD 289324 | Walnut Creek, CA | Advisory firm Sole prop | $130.0M | 4 advisors | Percentage of AUM | View | |
| NAVIGO WEALTH MANAGEMENT, LLC CRD 146265 | AL | Advisory firm LLC | $129.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PEARL WEALTH LLC CRD 296811 | — | Advisory firm LLC | $129.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOPHIS INVESTMENTS LLC CRD 170391 | New York, NY | Advisory firm LLC | $129.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SAFE HARBOR FIDUCIARY, LLC CRD 169659 | Pensacola, FL | Advisory firm LLC | $129.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PASQUA WEALTH SOLUTIONS CRD 139618 | Palm City, FL | Advisory firm Sole prop | $129.7M | 1 advisors | Percentage of AUM | View | |
| MACLENDON WEALTH MANAGEMENT, LLC CRD 157819 | Delray Beach, FL | Advisory firm LLC | $129.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTELLANO & ASSOCIATES CRD 117369 | Shreveport, LA | Advisory firm LLC | $129.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURNHAM & COMPANY LLC CRD 319339 | Grand Rapids, MI | Advisory firm LLC | $129.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EQUILIBRIUM WEALTH LLC CRD 311940 | CA | Advisory firm LLC | $129.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTRINSIC INVESTORS LLC CRD 111968 | Wauwatosa, WI | Advisory firm LLC | $129.4M | 3 advisors | Percentage of AUM | View | |
| SKG CAPITAL ADVISORS, LLC CRD 286554 | Albuquerque, NM | Advisory firm LLC | $129.4M | 2 advisors | Percentage of AUM | View | |
| ATTLEBORO WEALTH MANAGEMENT LLC CRD 318056 | Yardley, PA | Advisory firm LLC | $129.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MARCUS CAPITAL, LLC CRD 130516 | Northfield, IL | Advisory firm LLC | $129.2M | 2 advisors | Percentage of AUM; Fixed fees | View |