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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 | |||||
|---|---|---|---|---|---|---|---|
| UAK DIVERSIFIED WEALTH ADVISORS CRD 300506 | MN | Advisory firm LLC | $122.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EVERY SECURITIES LLC CRD 333167 | Sacramento, CA | Advisory firm LLC | $122.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRILLIUM INVESTMENTS CRD 300353 | Emeryville, CA | Advisory firm LLC | $122.6M | 1 advisors | Percentage of AUM | View | |
| BEYOND WEALTH CRD 162231 | Overland Park, KS | Advisory firm LLC | $122.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COAST ADVISORY LLC CRD 340229 | East Troy, WI | Advisory firm LLC | $122.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| V3LIMITED LLC CRD 169624 | Radnor, PA | Advisory firm LLC | $122.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIONSBRIDGE WEALTH MANAGEMENT LLC CRD 149019 | Jacksonville Beach, FL | Advisory firm LLC | $122.4M | 2 advisors | Percentage of AUM | View | |
| INTEGRATED WEALTH ADVISORS, LLC CRD 314575 | Bellevue, WA | Advisory firm LLC | $122.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FNEX WEALTH, LLC CRD 334569 | Indianapolis, IN | Advisory firm LLC | $122.3M | 1 advisors | Percentage of AUM | View | |
| FSC WEALTH ADVISORS, LLC CRD 154382 | Fishkill, NY | Advisory firm LLC | $122.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBOR FINANCIAL SERVICES, LLC CRD 150713 | Downers Grove, IL | Advisory firm LLC | $122.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | West Linn, OR | Advisory firm LLC | $122.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APEX WEALTH ADVISORS LLC CRD 316564 | AL | Advisory firm LLC | $122.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVANS WEALTH MANAGEMENT CRD 164320 | Gallipolis, OH | Advisory firm LLC | $122.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED VALUE CAPITAL, LLC CRD 300533 | — | Advisory firm LLC | $122.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LAUREATE WEALTH MANAGEMENT, LLC CRD 172519 | Glen Ellyn, IL | Advisory firm LLC | $121.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CJC WEALTH MANAGEMENT CRD 325288 | — | Advisory firm LLC | $121.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KW WEALTH MANAGEMENT LLC CRD 298466 | CA | Advisory firm LLC | $121.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASCENTRIS CRD 154814 | Denver, CO | Advisory firm LLC | $121.8M | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMMENCEMENT FINANCIAL PLANNING LLC CRD 154056 | WA | Advisory firm LLC | $121.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEW WAVE FINANCIAL SERVICES CRD 173224 | — | Advisory firm LLC | $121.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSTON PORTFOLIO ADVISERS CRD 172374 | Boston, MA | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| BLUE HAVEN CAPITAL, LLC CRD 141738 | Geneva, IL | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| TWIN RIVERS WEALTH MANAGEMENT CRD 305773 | Sacramento, CA | Advisory firm LLC | $121.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |