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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 | |||||
|---|---|---|---|---|---|---|---|
| CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC CRD 115122 | Garden City, NY | Advisory firm LLC | $110.3M | 3 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| VISIONX WEALTH PARTNERS CRD 333559 | Fort Dodge, IA | Advisory firm LLC | $110.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MUIRFIELD CAPITAL GLOBAL ADVISORS LLC CRD 287547 | Palm Beach, FL | Advisory firm LLC | $110.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMPEL INVESTMENT ADVISORS CRD 300246 | NC | Advisory firm LLC | $110.1M | 1 advisors | Percentage of AUM | View | |
| MEADOWBROOK WEALTH MANAGEMENT, LLC CRD 110508 | Garden City, NY | Advisory firm LLC | $110.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTABLE WEALTH, LLC CRD 166721 | AL | Advisory firm LLC | $110.0M | 2 advisors | Percentage of AUM | View | |
| O.F.O. PARTNERS, LLC CRD 297424 | Hingham, MA | Advisory firm LLC | $110.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PEAKSHARES LLC CRD 329193 | Tampa, FL | Advisory firm LLC | $110.0M | 3 advisors | Percentage of AUM | View | |
| WERLEMANN WEALTH MANAGEMENT CRD 317777 | Newport Beach, CA | Advisory firm LLP | $110.0M | 1 advisors | Percentage of AUM | View | |
| TENBRIDGE PARTNERS LLC CRD 159378 | Portland, OR | Advisory firm LLC | $110.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLDFIELD WEALTH PARTNERS CRD 332765 | Bangor, ME | Advisory firm LLC | $110.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT CAPITAL ADVISORS CRD 298788 | Clinton, NJ | Advisory firm LLC | $110.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINLINE INVESTMENT ADVISERS, LLC CRD 159045 | Wynnewood, PA | Advisory firm LLC | $109.9M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MD WEALTH MANAGEMENT, LLC CRD 297823 | Chelsea, MI | Advisory firm LLC | $109.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RENAISSANCE WEALTH ADVISORS, LLC CRD 300007 | Newton, MA | Advisory firm LLC | $109.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| QUABBIN ADVISORS CRD 160019 | Amherst, MA | Advisory firm LLC | $109.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JAKE CARRIS FINANCIAL PLANNING CRD 290061 | Orlando, FL | Advisory firm LLC | $109.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC CRD 327815 | — | Advisory firm LLC | $109.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OXFORD WEALTH MANAGEMENT CRD 332725 | Lindon, UT | Advisory firm LLC | $109.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VERAZ ADVISORS CRD 304619 | San Ramon, CA | Advisory firm LLC | $109.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DRM WEALTH MANAGEMENT CRD 288489 | — | Advisory firm LLC | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHSHAPE LLC CRD 226733 | Windsor, CT | Advisory firm LLC | $109.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFTON ADVISORS, LLC CRD 300884 | GA | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INGRAM ADVISORY SERVICES, LLC CRD 123508 | Winter Haven, FL | Advisory firm LLC | $109.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |