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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 | |||||
|---|---|---|---|---|---|---|---|
| WALLICK INVESTMENTS, LLC CRD 162976 | Columbia, SC | Advisory firm LLC | $126.5M | 3 advisors | Percentage of AUM; LICENSING FEE FOR INDEX | View | |
| IOR CRD 311647 | Clayton, MO | Advisory firm LLC | $126.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RIA WEALTH ADVISORS, LLC CRD 312072 | Round Rock, TX | Advisory firm LLC | $126.5M | 3 advisors | Percentage of AUM | View | |
| AISA INTERNATIONAL CRD 172777 | Devizes | Advisory firm LLC | $126.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL EMPOWERMENT LLC CRD 131425 | Burnsville, MN | Advisory firm LLC | $126.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PREMIER PRIVATE WEALTH MANAGEMENT, LLC CRD 331860 | Palm Harbor, FL | Advisory firm LLC | $126.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LESTE USA, LLC CRD 301289 | Miami, FL | Advisory firm LLC | $126.3M | 7 advisors | Fixed fees; Performance-based fees | View | |
| SHEPHERD STREET ADVISORS CRD 306021 | Larkspur, CA | Advisory firm LLC | $126.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VIP WEALTH ADVISORS CRD 335528 | Decatur, GA | Advisory firm LLC | $126.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| SIGNIFICANT WEALTH PARTNERS LLC CRD 293060 | Cary, IL | Advisory firm LLC | $126.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TIDAL CREEK CAPITAL ADVISORS CRD 287840 | Bluffton, SC | Advisory firm LLC | $126.0M | 4 advisors | Percentage of AUM | View | |
| INTEGRITY ROAD WEALTH PARTNERS LLC CRD 333154 | Houston, TX | Advisory firm LLC | $126.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SQUIRES LAW & SQUIRES INVESTMENTS, LLC CRD 333991 | — | Advisory firm LLC | $125.9M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| REALITY FINANCIAL PLANNING SERVICES, LLC CRD 143352 | Sarasota, FL | Advisory firm LLC | $125.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BSC CAPITAL PARTNERS, LLC CRD 284338 | West Des Moines, IA | Advisory firm LLC | $125.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNDIAL WEALTH LLC CRD 321900 | Boca Raton, FL | Advisory firm LLC | $125.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREAKTHRU ADVISORY SERVICES, LLC CRD 332173 | Muskego, WI | Advisory firm LLC | $125.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LIONTREE PARTNERS LLC CRD 289817 | New York, NY | Advisory firm LLC | $125.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK STREET INVESTMENTS CRD 288019 | Greenwood Village, CO | Advisory firm LLC | $125.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LONE PEAK ADVISERS CRD 296772 | Draper, UT | Advisory firm LLC | $125.4M | 8 advisors | Percentage of AUM | View | |
| DEMERS FINANCIAL PLANNING CRD 106702 | Columbus, OH | Advisory firm Sole prop | $125.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DOWNTOWN INVESTMENT ADVISORY CRD 168812 | White Plains, NY | Advisory firm LLC | $125.3M | 1 advisors | Percentage of AUM | View | |
| BASTION FIDUCIARY CRD 333420 | CA | Advisory firm LLC | $125.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEEDSAFE FINANCIAL LLC CRD 283887 | CA | Advisory firm LLC | $125.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |