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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 | |||||
|---|---|---|---|---|---|---|---|
| OVERLAND PARK WEALTH MANAGEMENT LLC CRD 171761 | Overland Park, KS | Advisory firm LLC | $107.5M | 1 advisors | Percentage of AUM | View | |
| SOULENCE WEALTH MANAGEMENT CRD 340580 | Pleasant Grove, UT | Advisory firm LLC | $107.5M | 5 advisors | Percentage of AUM | View | |
| DOMASK WEALTH MANAGEMENT, LLC CRD 154629 | Phoenix, AZ | Advisory firm LLC | $107.5M | 1 advisors | Percentage of AUM | View | |
| IDLE HILL ADVISORS LLC CRD 317040 | Greenville, SC | Advisory firm LLC | $107.5M | 4 advisors | Percentage of AUM | View | |
| KIPOS WEALTH CRD 323987 | Denton, TX | Advisory firm LLC | $107.5M | 2 advisors | Percentage of AUM | View | |
| MESCHEL WEALTH MANAGEMENT LLC CRD 307239 | — | Advisory firm LLC | $107.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE-UP FINANCIAL CRD 333778 | Erie, PA | Advisory firm LLC | $107.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| STRICKLER INVESTMENT SERVICES, LLC CRD 332778 | Brighton, MI | Advisory firm LLC | $107.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BETTER WAY LLC CRD 300305 | Bal Harbour, FL | Advisory firm LLC | $107.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HOGAN INVESTMENT COUNSEL, LLC CRD 160186 | Cordova, TN | Advisory firm LLC | $107.2M | 1 advisors | Percentage of AUM | View | |
| TOTAL WEALTH ADVISORS, LLC CRD 164633 | Hopkins, MN | Advisory firm LLC | $107.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TURNER CAPITAL INVESTMENTS, LLC CRD 146134 | Austin, TX | Advisory firm LLC | $107.2M | 2 advisors | Percentage of AUM | View | |
| STILLBLUE FINANCIAL PARTNERS, LLC CRD 168477 | Jacksonville, FL | Advisory firm LLC | $107.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT CRD 329079 | St.. Petersburg, FL | Advisory firm LLC | $107.1M | 36 advisors | Percentage of AUM; Fixed fees | View | |
| GREENWAY FINANCIAL ADVISORS LLC CRD 168353 | Burlington, MA | Advisory firm LLC | $107.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURPOSEFUL FINANCIAL AND LEGACY PLANNING CRD 135813 | CO | Advisory firm LLC | $107.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JORDAN FINANCIAL LIFE PLANNING CRD 146633 | Kenosha, WI | Advisory firm LLC | $107.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDEN GLOBAL FAMILY OFFICES CRD 337412 | CA | Advisory firm LLC | $107.1M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| JACKSON WEALTH MANAGEMENT, LLC CRD 310496 | Castle Rock, CO | Advisory firm LLC | $107.0M | 1 advisors | Percentage of AUM | View | |
| SAGA FINANCIAL MANAGEMENT CRD 158732 | — | Advisory firm Sole prop | $107.0M | 1 advisors | Percentage of AUM | View | |
| 603 FINANCIAL ADVISORS, LLC CRD 324422 | MA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM | View | |
| ENDURE CAPITAL, LLC CRD 338391 | Lake Forest, CA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM | View | |
| ELLA FINANCIAL ADVISING CRD 307357 | Oakland, CA | Advisory firm LLC | $106.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQV ADVISORY, LLC CRD 338271 | Raleigh, NC | Advisory firm LLC | $106.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |