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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 | |||||
|---|---|---|---|---|---|---|---|
| CARDEA CAPITAL ADVISORS, LLC CRD 307600 | Vero Beach, FL | Advisory firm LLC | $124.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EMERGENT CAPITAL ADVISORS, LLC CRD 156112 | Houston, TX | Advisory firm LLC | $124.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| T.R.U.E. COASTAL CAPITAL, LLC CRD 281556 | Savannah, GA | Advisory firm LLC | $124.1M | 2 advisors | Percentage of AUM | View | |
| JMH WEALTH MANAGEMENT, LLC CRD 139294 | Hanover, NH | Advisory firm LLC | $124.1M | 2 advisors | Percentage of AUM | View | |
| PETERSON FINANCIAL SERVICES LLC CRD 106127 | Denver, CO | Advisory firm LLC | $124.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BROOKLAWN CAPITAL ADVISORS CRD 287796 | New York, NY | Advisory firm LLC | $124.0M | 1 advisors | Fixed fees | View | |
| SURIENCE PRIVATE WEALTH LLC CRD 313055 | Yakima, WA | Advisory firm LLC | $124.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ABRIDGE PARTNERS, LLC CRD 145247 | AZ | Advisory firm LLC | $124.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INFINITY 8 INVESTMENTS, LLC CRD 152180 | Cupertino, CA | Advisory firm LLC | $123.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IOWA WEALTH MANAGEMENT, LLC CRD 286435 | West Des Moines, IA | Advisory firm LLC | $123.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TQM WEALTH PARTNERS CRD 282979 | Marblehead, MA | Advisory firm LLC | $123.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENLEAF FINANCIAL NETWORK, LLC CRD 284165 | — | Advisory firm LLC | $123.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUCHARO WEALTH CRD 329601 | Charlotte, NC | Advisory firm LLC | $123.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHUYLKILL FINANCIAL, LLC CRD 143052 | Wyomissing, PA | Advisory firm LLC | $123.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| IDEAL RETIREMENT SOLUTIONS CRD 333393 | Port Charlotte, FL | Advisory firm LLC | $123.5M | 4 advisors | Percentage of AUM | View | |
| Q2 WEALTH MANAGEMENT CRD 314932 | Lexington, KY | Advisory firm LLC | $123.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIVING TREE WEALTH ADVISORS CRD 312361 | San Ramon, CA | Advisory firm Partnership | $123.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CAPRICE CAPITAL PARTNERS, LLC CRD 307048 | CA | Advisory firm LLC | $123.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IBS CAPITAL LLC CRD 160585 | Medfield, MA | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAMARA CAPITAL CRD 336178 | Beaverton, OR | Advisory firm LLC | $123.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARKHOUSE CRD 325180 | New York, NY | Advisory firm LP | $122.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNSTONE ADVISORS, LLC CRD 324002 | Irvine, CA | Advisory firm LLC | $122.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ENDURING WEALTH ADVISORS CRD 323320 | Temecula, CA | Advisory firm LLC | $122.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ELEVATED PRIVATE WEALTH CRD 335270 | NC | Advisory firm LLC | $122.7M | 4 advisors | Percentage of AUM | View |