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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 | |||||
|---|---|---|---|---|---|---|---|
| FORWARD WEALTH CRD 339154 | Lone Tree, CO | Advisory firm LLC | $111.1M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| LEVENSON WEALTH LLC CRD 288726 | LA | Advisory firm LLC | $111.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DUMONT GLOBAL LP CRD 305883 | New York, NY | Advisory firm LP | $111.0M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| KATZ FAMILY FINANCIAL ADVISORS, LLC CRD 133600 | Alexandria, VA | Advisory firm LLC | $110.9M | 2 advisors | Percentage of AUM | View | |
| APRICITY FINANCIAL, LLC CRD 330201 | CA | Advisory firm LLC | $110.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVANCED WEALTH MANAGEMENT CRD 284438 | Sarasota, FL | Advisory firm LLC | $110.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCOTIA PARTNERS, LLC CRD 140568 | — | Advisory firm LLC | $110.7M | 1 advisors | Percentage of AUM | View | |
| TENGRAM CAPITAL PARTNERS CRD 166930 | Westport, CT | Advisory firm LP | $110.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| C.L. SHELDON & COMPANY, LLC CRD 152582 | — | Advisory firm LLC | $110.7M | 3 advisors | Hourly charges; Fixed fees | View | |
| HERNDON PLANT OAKLEY LTD CRD 44971 | Corpus Christi, TX | Advisory firm Partnership | $110.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERO WEALTH, LLC CRD 289966 | CA | Advisory firm LLC | $110.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINDWARD MANAGEMENT LP CRD 316224 | Miami Beach, FL | Advisory firm LP | $110.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | Portland, OR | Advisory firm LLC | $110.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH FOUNDATIONS PARTNERS, LLC CRD 330999 | Salt Lake City, UT | Advisory firm LLC | $110.5M | 10 advisors | Percentage of AUM | View | |
| SUCCESS WEALTH MANAGEMENT LLC CRD 299094 | Wexford, PA | Advisory firm LLC | $110.5M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| REH WEALTH ADVISORS LLC CRD 153826 | Raleigh, NC | Advisory firm LLC | $110.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALLADIO CONSULTING LLC CRD 309007 | — | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MUSSETT WEALTH MANAGEMENT, LLC CRD 158463 | Rensselaer, NY | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ONE OAK CRD 334282 | MD | Advisory firm LLC | $110.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC CRD 147139 | Chicago, IL | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMOUR WEALTH ADVISORS, LLC CRD 306171 | Tumwater, WA | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM | View | |
| GENEROUSWEALTH, LLC CRD 308263 | Summerville, SC | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOLFSTONE WEALTH CRD 319230 | — | Advisory firm LLC | $110.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHARLES RIVER WEALTH MANAGEMENT, LLC CRD 288017 | Burlington, MA | Advisory firm LLC | $110.3M | 1 advisors | Percentage of AUM; Hourly charges | View |