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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 | |||||
|---|---|---|---|---|---|---|---|
| EXCEED ADVISORY LLC CRD 170403 | New York, NY | Advisory firm LLC | $119.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FREEDOM VALUE PARTNERS, LLC CRD 330875 | — | Advisory firm LLC | $119.1M | 2 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| POLLUX WEALTH MANAGEMENT CRD 324455 | Wichita, KS | Advisory firm LLC | $119.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AVANTIA INVESTMENT SERVICES, LLC CRD 307869 | Seattle, WA | Advisory firm LLC | $119.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MINKO WEALTH CRD 170886 | Brooklyn, NY | Advisory firm LLC | $119.1M | 2 advisors | Percentage of AUM | View | |
| CAROLINA STRATEGY, LLC CRD 324629 | NC | Advisory firm LLC | $119.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SULLIVAN FINANCIAL, LLC CRD 121371 | Essex, CT | Advisory firm LLC | $119.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SINGER WEALTH MANAGEMENT CRD 299603 | — | Advisory firm LLC | $119.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BAER INVESTMENT ADVISORY LLC CRD 152063 | CA | Advisory firm LLC | $119.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGEGATE ADVISORS, LLC CRD 334233 | Englewood, CO | Advisory firm LLC | $119.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLICAPITAL ADVISORS LLC CRD 316908 | Ponte Vedra, FL | Advisory firm LLC | $118.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RILEY S. CROSBIE ADVISORY, LLC CRD 336507 | Logan, UT | Advisory firm LLC | $118.9M | 3 advisors | Percentage of AUM | View | |
| CHARMARLINE WEALTH MANAGEMENT CRD 336719 | Lynchburg, VA | Advisory firm LLC | $118.8M | 1 advisors | Percentage of AUM | View | |
| BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. CRD 156881 | New York, NY | Advisory firm LP | $118.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHFORT FINANCIAL, LLC CRD 143916 | — | Advisory firm LLC | $118.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARDINAL ADVISERS LLC CRD 284465 | LA | Advisory firm LLC | $118.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HMS FINANCIAL SERVICES, LLC CRD 131569 | Columbia, SC | Advisory firm LLC | $118.5M | 1 advisors | Percentage of AUM | View | |
| INTELLIGENT INVESTING CRD 286233 | CO | Advisory firm LLC | $118.5M | 1 advisors | Percentage of AUM | View | |
| NOBLE WEALTH PARTNERS CRD 298396 | Denver, CO | Advisory firm LLC | $118.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TERRAFIRMA WEALTH PARTNERS CRD 331568 | Walnut Creek, CA | Advisory firm LLC | $118.5M | 2 advisors | Percentage of AUM | View | |
| SMITH & CO ADVISORY LLC CRD 333042 | Spring Hill, TN | Advisory firm LLC | $118.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TONE CAPITAL, LLC CRD 285622 | Richmond, VA | Advisory firm LLC | $118.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LCV MANAGEMENT, LP CRD 338080 | CA | Advisory firm LP | $118.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VANDERPOL INVESTMENTS L.L.C. CRD 168174 | Caledonia, MI | Advisory firm LLC | $118.1M | 3 advisors | Percentage of AUM; Hourly charges | View |