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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 | |||||
|---|---|---|---|---|---|---|---|
| LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC CRD 127618 | Nashville, TN | Advisory firm LLC | $106.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BACK BAY FINANCIAL PLANNING & INVESTMENTS CRD 335236 | Bethany Beach, DE | Advisory firm LLC | $106.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYNIE WEALTH MANAGEMENT LLC CRD 305852 | Salt Lake City, UT | Advisory firm LLC | $106.6M | 3 advisors | Percentage of AUM | View | |
| YOUR IA, LLC CRD 338535 | St.. George, UT | Advisory firm LLC | $106.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLESON ARNDT FINANCIAL ADVISORS CRD 134098 | Thousand Oaks, CA | Advisory firm LLC | $106.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORSE COVE PARTNERS LLC CRD 172389 | Atlanta, GA | Advisory firm LLC | $106.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| COASTAL WEALTH ADVISORS, LLC CRD 174574 | Johns Island, SC | Advisory firm LLC | $106.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STAGE 2 PLANNING PARTNERS LLC CRD 323281 | S Burlington, VT | Advisory firm LLC | $106.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THAYER FINANCIAL, L.L.C. CRD 304729 | Hickory, NC | Advisory firm LLC | $106.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY ADVISOR ADVOCATES CRD 169039 | — | Advisory firm LLC | $106.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH MANAGEMENT SOLUTIONS CRD 296875 | KS | Advisory firm LLC | $106.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLOW WEALTH MANAGEMENT LLC CRD 313192 | Oak Brook, IL | Advisory firm LLC | $106.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BIRNAM WOOD CAPITAL, LLC CRD 269897 | Dallas, TX | Advisory firm LLC | $106.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MANA FINANCIAL LIFE DESIGN CRD 298277 | — | Advisory firm LLC | $106.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC CRD 147418 | — | Advisory firm LLC | $106.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| POLERO ICE ADVISERS CRD 148790 | — | Advisory firm LLC | $106.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| KYARSIP FINANCIAL ADVISORS LLC CRD 128178 | — | Advisory firm LLC | $106.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARCTIS GLOBAL LLC CRD 308220 | PR | Advisory firm LLC | $106.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PLANNING SERVICES CRD 114822 | The Woodlands, TX | Advisory firm Sole prop | $106.0M | 1 advisors | Percentage of AUM | View | |
| LANG CAPITAL CRD 281305 | Bluffton, SC | Advisory firm LLC | $106.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTPOINT WEALTH MANAGEMENT, LLC CRD 310883 | Berea, OH | Advisory firm LLC | $106.0M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TRUMAN WEALTH ADVISORS CRD 334752 | Columbia, MO | Advisory firm LLC | $106.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ABACUS INVESTMENTS LLC CRD 327805 | Birmingham, AL | Advisory firm LLC | $105.9M | 6 advisors | Performance-based fees; RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES | View | |
| HARBORLIGHT INVESTMENTS, LLC CRD 285805 | El Cerrito, CA | Advisory firm LLC | $105.8M | 2 advisors | Percentage of AUM; Hourly charges | View |