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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 | |||||
|---|---|---|---|---|---|---|---|
| COVE VIEW INVESTMENT PARTNERS, LLC CRD 339631 | Old Greenwich, CT | Advisory firm LLC | $127.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC CRD 319437 | MD | Advisory firm LLC | $127.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILLOW CRD 325785 | Rogers, AR | Advisory firm LLC | $127.6M | 4 advisors | Hourly charges; Fixed fees | View | |
| LONGVIEW WEALTH MANAGEMENT, LLC CRD 139489 | MN | Advisory firm LLC | $127.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YES WEALTH MANAGEMENT CRD 172591 | Mahtomedi, MN | Advisory firm LLC | $127.5M | 3 advisors | Percentage of AUM | View | |
| DIVVI WEALTH MANAGEMENT CRD 318241 | Kansas City, MO | Advisory firm LLC | $127.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 2 KNIGHTS WEALTH MANAGEMENT, LLC CRD 307238 | Pepper Pike, OH | Advisory firm LLC | $127.3M | 2 advisors | Percentage of AUM | View | |
| AXIM PLANNING & WEALTH CRD 319618 | Springboro, OH | Advisory firm LLC | $127.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WRIGHT WEALTH STRATEGIES, LLC CRD 304289 | San Luis Obispo, CA | Advisory firm LLC | $127.2M | 1 advisors | Percentage of AUM | View | |
| SYNERGY WEALTH MANAGEMENT, LLC CRD 174633 | Grand Rapids, MI | Advisory firm LLC | $127.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROTOCOL WEALTH, LLC CRD 335298 | Denver, CO | Advisory firm LLC | $127.1M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| STRATEGIC PORTFOLIO MANAGERS CRD 155286 | Northfield, IL | Advisory firm LLC | $127.1M | 1 advisors | Percentage of AUM | View | |
| DOUBLE BAY MANAGEMENT & PLANNING CRD 136373 | San Francisco, CA | Advisory firm Sole prop | $127.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE WEALTH PLANNING CRD 300747 | Georgetown, TX | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GROWSTRONG WEALTH STRATEGIES CRD 308299 | Fort Collins, CO | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GAINSPOLETTI WEALTH PLANNERS CRD 333768 | Cleveland, MS | Advisory firm LLC | $127.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| IMPACT FIDUCIARY LLC CRD 288345 | Pasadena, CA | Advisory firm LLC | $127.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASHWOOD ADVISORS CRD 128811 | Medfield, MA | Advisory firm LLC | $126.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUKE FUNDING MANAGEMENT, L.L.C. CRD 117590 | Old Greenwich, CT | Advisory firm LLC | $126.9M | 68 advisors | Percentage of AUM; Performance-based fees | View | |
| BONE FIDE WEALTH CRD 301066 | New York, NY | Advisory firm LLC | $126.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSONAL MONEY PLANNING, LLC CRD 112178 | Wichita Falls, TX | Advisory firm LLC | $126.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPERLINE WEALTH MANAGEMENT & PLANNING CRD 335796 | Cody, WY | Advisory firm LLC | $126.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTS FINANCIAL ADVISORS CRD 325930 | Mclean, VA | Advisory firm LLC | $126.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN GRYPHON ADVISORS LLC CRD 297264 | Marshfield, MA | Advisory firm LLC | $126.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |