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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 | |||||
|---|---|---|---|---|---|---|---|
| DAVIVIENDA ADVISORS CRD 319755 | Miami, FL | Advisory firm LLC | $120.2M | 5 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH ADVISORS, LLC CRD 145791 | Johns Creek, GA | Advisory firm LLC | $120.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILE WEALTH MANAGEMENT CRD 288519 | Irvine, CA | Advisory firm LLC | $120.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH MANAGEMENT LLC CRD 226722 | Akron, OH | Advisory firm LLC | $120.1M | 3 advisors | Percentage of AUM | View | |
| MARATHON PARTNERS EQUITY MANAGEMENT, LLC CRD 161095 | New York, NY | Advisory firm LLC | $120.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPORT ASIA LLC CRD 118682 | San Francisco, CA | Advisory firm LLC | $120.1M | 5 advisors | Percentage of AUM | View | |
| GLASGOW PARTNERS, LLC CRD 139607 | TX | Advisory firm LLC | $120.0M | 1 advisors | Fixed fees; Commissions | View | |
| K2 WEALTH MANAGEMENT LLC CRD 332264 | Chicago, IL | Advisory firm LLC | $120.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOLDMAN WEALTH MANAGEMENT CRD 290153 | San Diego, CA | Advisory firm LLC | $120.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPTIMAL CAPITAL ADVISORS, LLC CRD 144719 | Traverse City, MI | Advisory firm LLC | $119.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MTR FINANCIAL SERVICES, LLC CRD 149078 | Kingwood, TX | Advisory firm LLC | $119.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DCA FAMILY OFFICE, LLC CRD 322047 | Roseville, CA | Advisory firm LLC | $119.9M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LONE STAR INVESTMENT ADVISORS, LLC CRD 158283 | Dallas, TX | Advisory firm LLC | $119.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLID POINT WEALTH ADVISORS, LLC CRD 323093 | NY | Advisory firm LLC | $119.7M | 5 advisors | Percentage of AUM | View | |
| 1650 WEALTH MANAGEMENT, LLC CRD 152985 | Lighthouse Point, FL | Advisory firm LLC | $119.7M | 1 advisors | Percentage of AUM | View | |
| HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC CRD 323171 | Cary, NC | Advisory firm LLC | $119.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTARA CAPITAL CRD 161132 | Marietta, GA | Advisory firm LLC | $119.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHESTNUT STREET INVESTMENT COUNSEL, LLC CRD 309741 | Lancaster, PA | Advisory firm LLC | $119.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABACUS CAPITAL ADVISORS CRD 309295 | Plantation, FL | Advisory firm LLC | $119.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC CRD 286151 | CA | Advisory firm LLC | $119.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VALEO VENTURES CRD 334181 | IL | Advisory firm LLC | $119.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ENSPIRE WEALTH MANAGEMENT, LLC CRD 325723 | Santa Rosa, CA | Advisory firm LLC | $119.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WALNUT LEVEL CAPITAL LLC CRD 307942 | Denver, CO | Advisory firm LLC | $119.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENPORT CAPITAL ADVISORS CRD 205511 | Marlborough, MA | Advisory firm LLC | $119.2M | 2 advisors | Percentage of AUM | View |