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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 | |||||
|---|---|---|---|---|---|---|---|
| STAIB FINANCIAL PLANNING, LLC CRD 125706 | CO | Advisory firm LLC | $118.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| CORNERSTONE FINANCIAL CRD 125494 | Atlanta, GA | Advisory firm LLC | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARK WEALTH ADVISORS, LLC CRD 309396 | Yorba Linda, CA | Advisory firm LLC | $118.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH SHORE INVESTMENT SERVICES LLC CRD 311450 | Norwell, MA | Advisory firm LLC | $117.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEXAS FINANCIAL ADVISORY CRD 306413 | San Antonio, TX | Advisory firm LLC | $117.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MERIDIAN WEALTH MANAGEMENT CRD 285853 | — | Advisory firm LLC | $117.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ENGINEERS, LLC CRD 168578 | Denver, CO | Advisory firm LLC | $117.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLAMETTE FINANCIAL ADVISORS, LLC CRD 173482 | Portland, OR | Advisory firm LLC | $117.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIRO CAPITAL LLC CRD 329576 | Jersey City, NJ | Advisory firm LLC | $117.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ALBERT BRIDGE CAPITAL CRD 326763 | FL | Advisory firm LP | $117.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRAIL FINANCIAL PLANNING LLC CRD 165063 | Bellingham, WA | Advisory firm LLC | $117.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| INTEGRA WEALTH ADVISORS, LLC CRD 156216 | Houston, TX | Advisory firm LLC | $117.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVALENT PARTNERS LLC CRD 140494 | Concord, MA | Advisory firm LLC | $117.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTLE ISLAND WEALTH CRD 287710 | Palm Beach Gardens, FL | Advisory firm LLC | $117.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CAERUS INVESTMENT ADVISORS, LLC CRD 171716 | CA | Advisory firm LLC | $117.2M | 2 advisors | Percentage of AUM | View | |
| DUNHAM LANE CAPITAL PARTNERS LLC CRD 283276 | Greenwich, CT | Advisory firm LLC | $117.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ROAD FAMILY OFFICES CRD 337654 | CA | Advisory firm LLC | $117.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MOFFATT FINANCIAL STRATEGIES CRD 335975 | Fort Worth, TX | Advisory firm LLC | $117.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURLINGAME WEALTH MANAGEMENT, LLC CRD 300041 | Burlingame, CA | Advisory firm LLC | $117.1M | 1 advisors | Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2 | View | |
| HUMILIS INVESTMENT STRATEGIES, LLC CRD 338310 | FL | Advisory firm LLC | $117.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WURZ FINANCIAL SERVICES, LLC CRD 331608 | Holland, OH | Advisory firm LLC | $117.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENLINE WEALTH MANAGEMENT CRD 298397 | Boca Raton, FL | Advisory firm LLC | $117.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNI FINANCIAL LLC CRD 314670 | Madison, WI | Advisory firm LLC | $116.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WHITWELL ADVISORS CRD 331958 | CA | Advisory firm LLC | $116.8M | 6 advisors | Percentage of AUM | View |