Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH SCRIPT ADVISORS CRD 334760 | San Francisco, CA | Advisory firm LLC | $121.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC CRD 297755 | New York, NY | Advisory firm LLC | $121.3M | 2 advisors | Percentage of AUM | View | |
| ENCOMPASS ADVISORY SERVICES, LLC CRD 283574 | Katy, TX | Advisory firm LLC | $121.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORESIGHT WEALTH ADVISORS CRD 286127 | Skokie, IL | Advisory firm LLC | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GENESIS ADVISORS, LLC CRD 151976 | Fishers, IN | Advisory firm LLC | $121.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALLEN FINANCIAL MANAGEMENT CRD 153511 | Oxford, MI | Advisory firm LLC | $121.2M | 1 advisors | Percentage of AUM | View | |
| GREENSVIEW WEALTH MANAGEMENT CRD 297321 | Franklin, TN | Advisory firm LLC | $121.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESNICK WEALTH ALLIANCE, LLC CRD 316188 | Palm Beach Gardens, FL | Advisory firm LLC | $121.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JBGLOBAL.COM LLC CRD 119111 | New York, NY | Advisory firm LLC | $120.9M | 1 advisors | Percentage of AUM | View | |
| ALO FINANCIAL PLANNING CRD 297002 | Mount Prospect, IL | Advisory firm LLC | $120.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CRAFT WEALTH SERVICES CRD 289557 | Tampa, FL | Advisory firm LLC | $120.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| EPIC WEALTH MANAGEMENT, LLC CRD 297643 | Oklahoma City, OK | Advisory firm LLC | $120.8M | 4 advisors | Percentage of AUM | View | |
| WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC CRD 143049 | Sandpoint, ID | Advisory firm LLC | $120.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRIGHT COVE CAPITAL CRD 307252 | Portland, ME | Advisory firm LLC | $120.7M | 2 advisors | Percentage of AUM | View | |
| FUTURE BRIGHT CRD 177521 | — | Advisory firm LLC | $120.6M | 3 advisors | Percentage of AUM | View | |
| COLLEEN WEBER CPA, LLC CRD 133181 | Chanhassen, MN | Advisory firm LLC | $120.6M | 2 advisors | Fixed fees | View | |
| LEDER FIDUCIARY CAPITAL LLC CRD 285490 | Bellaire, TX | Advisory firm LLC | $120.6M | 1 advisors | Percentage of AUM | View | |
| 10ELMS LLP CRD 323398 | Tulsa, OK | Advisory firm LLP | $120.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM LEAP CAPITAL, LLC CRD 165310 | South Burlington, VT | Advisory firm LLC | $120.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONHORSE CAPITAL LLC CRD 148572 | Nashville, TN | Advisory firm LLC | $120.5M | 2 advisors | Percentage of AUM | View | |
| HANOVER STRATEGIC MANAGEMENT, LLC CRD 139908 | Wellesley, MA | Advisory firm LLC | $120.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FULLERTON ADVISORS, LLC CRD 148880 | Danville, CA | Advisory firm LLC | $120.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DACHTLER WEALTH ADVISORS, LLC CRD 335863 | Folsom, CA | Advisory firm LLC | $120.4M | 4 advisors | Percentage of AUM | View | |
| GOLDBERG FINANCIAL ADVISORS, LLC CRD 158147 | El Segundo, CA | Advisory firm LLC | $120.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |