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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 | |||||
|---|---|---|---|---|---|---|---|
| GREENBROOK MANAGEMENT, LLC CRD 313632 | New York, NY | Advisory firm LLC | $108.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIPLE SUMMIT ADVISORS, LLC CRD 282764 | CA | Advisory firm LLC | $108.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BENCHMARK FINANCIAL CRD 127074 | — | Advisory firm LLC | $108.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHRI ADVISORS CRD 168207 | — | Advisory firm LLC | $108.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PEAPOD LANE CAPITAL LLC CRD 159963 | Bedford Hills, NY | Advisory firm LLC | $108.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAMERCY PARK WEALTH ADVISORS, LLC CRD 170171 | — | Advisory firm LLC | $108.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAIDLAW WEALTH MANAGEMENT LLC CRD 150040 | New York, NY | Advisory firm LLC | $108.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAVEN FINANCIAL ADVISORS CRD 118607 | Austin, TX | Advisory firm Sole prop | $108.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SRN ADVISORS, LLC CRD 307155 | Huntingdon Valley, PA | Advisory firm LLC | $108.0M | 2 advisors | Percentage of AUM | View | |
| MONEY PLANS CRD 104694 | Silver Spring, MD | Advisory firm LLC | $108.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMNICHT & ASSOCIATES, LLC CRD 111421 | Appleton, WI | Advisory firm LLC | $107.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AQI CRD 339159 | Lone Tree, CO | Advisory firm LLC | $107.9M | 5 advisors | Percentage of AUM | View | |
| CAMELOT EVENT-DRIVEN ADVISORS, LLC CRD 291798 | Maumee, OH | Advisory firm LLC | $107.8M | 2 advisors | Percentage of AUM | View | |
| ALTERNATIVE CAPITALIS, LLC CRD 282775 | Wrentham, MA | Advisory firm LLC | $107.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAPTFIRST INVESTMENTS LLC CRD 289096 | — | Advisory firm LLC | $107.8M | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRADY INVESTMENT COUNSEL LLC CRD 128814 | — | Advisory firm LLC | $107.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHEALTHY EMPOWERMENT NETWORK CRD 334271 | AZ | Advisory firm LLC | $107.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NYE WEALTH MANAGEMENT LLC CRD 170415 | Hudson, OH | Advisory firm LLC | $107.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FORTHRIGHT CAPITAL CRD 323596 | Las Vegas, NV | Advisory firm LLC | $107.7M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFS WEALTH MANAGEMENT, LLC CRD 287832 | Farmington Hills, MI | Advisory firm LLC | $107.7M | 2 advisors | Percentage of AUM | View | |
| CARRINGTON ADVISORS, LLC CRD 311522 | Dallas, TX | Advisory firm LLC | $107.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COPE CONNELLY CRD 311665 | Arlington, VA | Advisory firm LLC | $107.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHFORK ADVISORS CRD 159781 | Bozeman, MT | Advisory firm LLC | $107.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NCU INVESTMENT SOLUTIONS CRD 134804 | Smithfiled, RI | Advisory firm LLC | $107.6M | 6 advisors | Percentage of AUM | View |