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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 | |||||
|---|---|---|---|---|---|---|---|
| MGFS PRIVATE WEALTH, LLC CRD 332823 | IL | Advisory firm LLC | $116.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGN WEALTH MANAGEMENT, LLC CRD 323615 | San Jose, CA | Advisory firm LLC | $116.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDWELL WEALTH MANAGEMENT LLC CRD 309109 | Rocklin, CA | Advisory firm LLC | $116.7M | 3 advisors | Percentage of AUM | View | |
| MAINE ADVISORY ASSOCIATES CRD 311679 | Falmouth, ME | Advisory firm LLC | $116.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRA WEALTH CRD 149999 | Chattanooga, TN | Advisory firm LLC | $116.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STURMAN WEALTH ADVISORS CRD 331560 | Charlottesville, VA | Advisory firm LLC | $116.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC CRD 147982 | Camp Hill, PA | Advisory firm LLC | $116.4M | 4 advisors | Percentage of AUM | View | |
| ATON ADVISORS, LLC CRD 154036 | AZ | Advisory firm LLC | $116.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM WEALTH MANAGEMENT CRD 282055 | Lincoln, NE | Advisory firm LLC | $116.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST LIGHT WEALTH ADVISORS, LLC CRD 291214 | Little Falls, NJ | Advisory firm LLC | $116.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLUMBIA BENEFITS, LLC CRD 132261 | Denver, CO | Advisory firm LLC | $116.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOLYCO WEALTH LLC CRD 314981 | Birmingham, MI | Advisory firm LLC | $116.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SALVINI FINANCIAL PLANNING CRD 138087 | CA | Advisory firm Sole prop | $116.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| SANTA FE ADVISORS LLC CRD 170872 | Santa Fe, NM | Advisory firm LLC | $116.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ORCHARD CITY WEALTH MANAGEMENT, LLC CRD 292274 | Los Gatos, CA | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RYZOME INVESTMENT ADVISORS CRD 170762 | Okemos, MI | Advisory firm LLC | $116.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NPM CONSULTING, LLC CRD 163237 | NJ | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MODERN FINANCIAL PLANNING CRD 297193 | Georgetown, TX | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FINHABITS ADVISORS, LLC CRD 210522 | New York, NY | Advisory firm LLC | $116.0M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| UPLEVEL WEALTH CRD 312641 | Portland, OR | Advisory firm LLC | $115.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIA WEALTH MANAGEMENT CRD 335458 | Sarasota, FL | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPINE WEALTH ADVISORS, LLC CRD 105433 | Denver, CO | Advisory firm LLC | $115.7M | 1 advisors | Percentage of AUM | View | |
| INVESTLINC WEALTH SERVICES CRD 332607 | Brea, CA | Advisory firm LLC | $115.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALANTE WEALTH ADVISORS, LLC CRD 175298 | Pennington, NJ | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View |