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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 | |||||
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO WEALTH PLANNING LLC CRD 296438 | — | Advisory firm LLC | $112.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PILLAR6 ADVISORS, LLC CRD 154097 | San Francisco, CA | Advisory firm LLC | $112.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUPERIOR FINANCIAL, LLC CRD 148326 | Rochester, MN | Advisory firm LLC | $112.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INKWELL CAPITAL CRD 155907 | GA | Advisory firm LLC | $112.2M | 2 advisors | Percentage of AUM | View | |
| O'CONNOR CAPITAL ADVISORY, LLC CRD 152687 | Scottsdale, AZ | Advisory firm LLC | $112.1M | 1 advisors | Percentage of AUM | View | |
| ENGAGE WEALTH ADVISORS, LLC CRD 289996 | Overland Park, KS | Advisory firm LLC | $112.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALADIN REALTY PARTNERS, LLC CRD 158258 | CA | Advisory firm LLC | $112.0M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| YAHARA WEALTH MANAGEMENT LLC CRD 168325 | Madison, WI | Advisory firm LLC | $112.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC CRD 330189 | Providence, RI | Advisory firm LLC | $111.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| UNDERDOG WEALTH MANAGEMENT, LLC CRD 152998 | Maple Grove, MN | Advisory firm LLC | $111.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALEO CAPITAL N.A. LLC CRD 308542 | Ponte Vedra, FL | Advisory firm LLC | $111.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLBURN WEALTH MANAGEMENT, LLC CRD 157870 | Grove City, OH | Advisory firm LLC | $111.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SETARCOS WEALTH ADVISORS LLC CRD 157930 | Philadelphia, PA | Advisory firm LLC | $111.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VALLEY WEALTH MANAGEMENT CRD 327845 | Oshkosh, WI | Advisory firm LLC | $111.5M | 1 advisors | Percentage of AUM | View | |
| PRECEDENT FINANCIAL STRATEGIES CRD 169100 | Indianapolis, IN | Advisory firm LLC | $111.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY INVESTMENT STRATEGIES, LLC CRD 117423 | Metairie, LA | Advisory firm LLC | $111.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOI CRD 319494 | Miami, FL | Advisory firm LLC | $111.3M | 2 advisors | Percentage of AUM | View | |
| BELLEAIR WEALTH MANAGEMENT, LLC CRD 131666 | Belleair Bluffs, FL | Advisory firm LLC | $111.2M | 5 advisors | Percentage of AUM | View | |
| FULLY FINANCIAL CRD 326015 | Athens, GA | Advisory firm LLC | $111.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIRIT WEST ADVISORS, LLC CRD 285314 | Scottsdale, AZ | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM | View | |
| INTEGRITY WEALTH MANAGEMENT, LLC CRD 130422 | CA | Advisory firm LLC | $111.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BONDURANT INVESTMENT ADVISORY, LLC CRD 297290 | Evanston, IL | Advisory firm LLC | $111.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARBOR LIGHT PLANNING CRD 129022 | — | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVANS WEALTH MANAGEMENT CRD 151640 | Duluth, GA | Advisory firm LLC | $111.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |