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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 CURVE ADVISORY, LLC CRD 333724 | Towson, MD | Advisory firm LLC | $125.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| CANTLON FINANCIAL PLANNING LLC CRD 106622 | IL | Advisory firm LLC | $125.1M | 3 advisors | Percentage of AUM | View | |
| 44 NORTH CAPITAL, LLC CRD 327552 | Burlington, VT | Advisory firm LLC | $125.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MAR WEALTH MANAGEMENT SERVICES, LLC CRD 167335 | West Palm Beach, FL | Advisory firm LLC | $125.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRUS FINANCIAL STRATEGIES CRD 339651 | Orlando, FL | Advisory firm LLC | $125.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADOXIOM CAPITAL CRD 330671 | Stamford, CT | Advisory firm LP | $125.0M | 3 advisors | Fixed fees; Performance-based fees | View | |
| STRONGTOWER WEALTH MANAGEMENT, PLC CRD 292882 | Hot Springs, AR | Advisory firm LLC | $125.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRULY UNBIASED LLC CRD 322989 | — | Advisory firm LLC | $125.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| TIDEHAVEN WEALTH, LLC CRD 281814 | Mount Pleasant, SC | Advisory firm LLC | $125.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASTERPIECE CAPITAL, LLC CRD 290075 | Austin, TX | Advisory firm LLC | $124.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DAKOTA INVESTMENTS, LLC CRD 290284 | Bryn Mawr, PA | Advisory firm LLC | $124.8M | 3 advisors | Percentage of AUM | View | |
| AXIOM WEALTH STRATEGIES, LLC CRD 313124 | Bend, OR | Advisory firm LLC | $124.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NGP FINANCIAL PLANNING, LLC CRD 310443 | AZ | Advisory firm LLC | $124.7M | 1 advisors | Percentage of AUM | View | |
| US INFRAVEST MANAGERS LP CRD 312299 | — | Advisory firm LP | $124.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTIS PRIVATE WEALTH ADVISORS, LLC CRD 304494 | Miami, FL | Advisory firm LLC | $124.4M | 1 advisors | Percentage of AUM | View | |
| STREAMSONG ADVISORS, LLC CRD 168250 | Grand Rapids, MI | Advisory firm LLC | $124.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORAL WEALTH MANAGEMENT, LLC CRD 307117 | Miami, FL | Advisory firm LLC | $124.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RILEX CAPITAL LLC CRD 309783 | Manasquan, NJ | Advisory firm LLC | $124.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APO FINANCIAL SERVICES, LLC CRD 297647 | Westminster, CO | Advisory firm LLC | $124.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATKINSON CAPITAL ADVISORS LLC CRD 151862 | Berwyn, PA | Advisory firm LLC | $124.2M | 3 advisors | Percentage of AUM | View | |
| WHITE OAK WEALTH MANAGEMENT CRD 299021 | Columbia, MD | Advisory firm LLC | $124.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SEPHIRA INVESTMENT ADVISORS (UK) LIMITED CRD 293524 | London | Advisory firm Other (specify) | $124.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL PALMS CAPITAL, LLC CRD 135304 | CA | Advisory firm LLC | $124.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERRYFIELD BARNES, LLC CRD 159862 | Ithaca, NY | Advisory firm LLC | $124.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |