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 | |||||
|---|---|---|---|---|---|---|---|
| KB FINANCIAL ADVISORS LLC CRD 134374 | San Francisco, CA | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BEYOND YOUR HAMMOCK LLC CRD 168738 | Boston, MA | Advisory firm LLC | $115.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGELINE PRODUCTIONS LLC CRD 315118 | New York, NY | Advisory firm LLC | $115.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARIAX PRIVATE WEALTH MANAGEMENT CRD 301474 | Newport Beach, CA | Advisory firm LLC | $115.4M | 1 advisors | Percentage of AUM | View | |
| LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC CRD 281302 | Madison, WI | Advisory firm LLC | $115.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSPORT WEALTH MANAGEMENT CRD 297449 | Cornelius, NC | Advisory firm LLC | $115.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REVOLUTION PARTNERS, LLC CRD 170310 | IN | Advisory firm LLC | $115.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UYANA PARTNERS LLC CRD 300280 | Miami, FL | Advisory firm LLC | $115.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STRATFI CRD 164744 | Wilmington, DE | Advisory firm LLC | $115.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CAPSTONE WEALTH PARTNERS CRD 152524 | Dublin, OH | Advisory firm LLC | $114.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| METIS WEALTH MANAGEMENT & PLANNING LLC CRD 305086 | Bluffton, SC | Advisory firm LLC | $114.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FUTURA ASSET ADVISORS LLC CRD 136285 | Coral Gables, FL | Advisory firm LLC | $114.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREEN OCEAN GLOBAL ADVISORS LLC CRD 321145 | San Francisco, CA | Advisory firm LLC | $114.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HATTERAS INVESTMENT PARTNERS, LP CRD 170628 | Raleigh, NC | Advisory firm LP | $114.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHBAR PARTNERS CRD 166244 | Menlo Park, CA | Advisory firm LLC | $114.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE HILL ADVISORS LLC CRD 325412 | Westport, CT | Advisory firm LLC | $114.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OAR FINANCIAL CRD 158989 | Bryn Mawr, PA | Advisory firm LLC | $114.5M | 4 advisors | Percentage of AUM | View | |
| 1102 PARTNERS, LLC CRD 313536 | CA | Advisory firm LLC | $114.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABRI LLC CRD 314832 | Lexington, KY | Advisory firm LLC | $114.4M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIOBLANCO CAPITAL LLC CRD 325702 | San Juan, PR | Advisory firm LLC | $114.3M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DARDANELLES CAPITAL LP CRD 323067 | Boston, MA | Advisory firm LP | $114.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODSTEIN WEALTH MANAGEMENT LLC CRD 282910 | Encino, CA | Advisory firm LLC | $114.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RYAN POAGE & CO. CRD 157432 | Kansas City, MO | Advisory firm LLC | $114.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CATAMOUNT STRATEGIC ADVISORS, LLC CRD 150823 | Nashville, TN | Advisory firm LLC | $114.1M | 1 advisors | Percentage of AUM; Performance-based fees | View |