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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 | |||||
|---|---|---|---|---|---|---|---|
| THE ADVISORY FIRM CRD 139125 | Alpharetta, GA | Advisory firm LLC | $113.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATWOB CRD 172961 | Katonah, NY | Advisory firm LLC | $113.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL PLANNING FIRST, LLC CRD 319273 | Tuscon, AZ | Advisory firm LLC | $113.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COORDINATED WEALTH MANAGEMENT, L.L.C. CRD 141348 | Hendersonville, TN | Advisory firm LLC | $113.9M | 1 advisors | Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS | View | |
| WEBSTER STREET INVESTMENT ADVISORS LLC CRD 298027 | LA | Advisory firm LLC | $113.7M | 2 advisors | Percentage of AUM | View | |
| COMMON CENTS WEALTH MANAGEMENT, LLC CRD 153074 | Pembroke Pines, FL | Advisory firm LLC | $113.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARX PRIVATE WEALTH CRD 338631 | Lancaster, PA | Advisory firm LLC | $113.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BROADWEALTH LLC CRD 304356 | MA | Advisory firm LLC | $113.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIGNAL RIDGE CAPITAL PARTNERS, LLC CRD 167576 | Framingham, MA | Advisory firm LLC | $113.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 56 CAPITAL PARTNERS, LTD CRD 290938 | Colorado Springs, CO | Advisory firm LLC | $113.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODERNIST FINANCIAL, LLC CRD 217511 | Portland, OR | Advisory firm LLC | $113.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MK3 WEALTH LLC CRD 305760 | Cherry Hill, NJ | Advisory firm LLC | $113.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT CRD 283871 | Pasadena, CA | Advisory firm LLC | $113.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAGON FINANCIAL ADVISORS CRD 133856 | Newton, MA | Advisory firm Sole prop | $113.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| FORM PROSPERITY WEALTH ADVISORS, LLC CRD 307792 | Chandler, AZ | Advisory firm LLC | $112.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC CRD 328478 | Marysville, OH | Advisory firm LLC | $112.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MOSAIC FI LLC CRD 169670 | Lincolnshire, IL | Advisory firm LLC | $112.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRA WEALTH MANAGEMENT LLC CRD 284020 | O'Fallon, IL | Advisory firm LLC | $112.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALTITUDE WEALTH MANAGEMENT, LLC CRD 288529 | Denver, CO | Advisory firm LLC | $112.7M | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| COBURN BARRETT, LLC CRD 166464 | San Francisco, CA | Advisory firm LLC | $112.7M | 4 advisors | Percentage of AUM | View | |
| GENESIS INVESTMENTS CRD 310878 | Ooltewah, TN | Advisory firm LLC | $112.5M | 4 advisors | Percentage of AUM | View | |
| FORTITUDE WEALTH MANAGEMENT CRD 159192 | Murfreesboro, TN | Advisory firm Sole prop | $112.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ONTRACK WEALTH MANAGEMENT CRD 311374 | Canton, MI | Advisory firm LLC | $112.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARIA WEALTH PARTNERS CRD 334270 | Charlottesville, VA | Advisory firm LLC | $112.3M | 2 advisors | Percentage of AUM; Fixed fees | View |