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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 | |||||
|---|---|---|---|---|---|---|---|
| RASP WEALTH SOLUTIONS, LLC CRD 328248 | CO | Advisory firm LLC | $105.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WWA PLANNING & INVESTMENTS CRD 281159 | Columbus, IN | Advisory firm LLC | $105.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS CAPITAL, LLC CRD 327013 | Wichita, KS | Advisory firm LLC | $105.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWIND FINANCIAL LLC CRD 342069 | Bend, OR | Advisory firm LLC | $105.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENEW FAMILY WEALTH CRD 298618 | Jupiter, FL | Advisory firm LLC | $105.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROC PARTNERS (US) LLC CRD 333044 | Sydney Nsw, NY | Advisory firm LLC | $105.4M | 2 advisors | ADVISORY FEES PAID BASED ON COMMERCIALLY AGREED-UPON TERMS | View | |
| RELATIVE SENTIMENT TECHNOLOGIES, LLC CRD 318050 | PR | Advisory firm LLC | $105.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APPRISE WEALTH MANAGEMENT LLC CRD 288709 | — | Advisory firm LLC | $105.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW INVESTMENT PARTNERS, LLC CRD 150046 | Costa Mesa, CA | Advisory firm LLC | $105.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GUIDED WEALTH, LLC CRD 339013 | MA | Advisory firm LLC | $105.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EXPERIENCE YOUR WEALTH, LLC CRD 305991 | — | Advisory firm LLC | $105.3M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| INNOVATIVE FINANCIAL, LLC CRD 127469 | Lakewood, CO | Advisory firm LLC | $105.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN-ALY WEALTH MANAGEMENT, LLC CRD 328483 | Waukesha, WI | Advisory firm LLC | $105.3M | 2 advisors | Percentage of AUM | View | |
| WALLSTREETI.COM CRD 123567 | New York, NY | Advisory firm LLC | $105.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BIRCHWOOD CAPITAL CRD 310219 | Carlsbad, CA | Advisory firm LLC | $105.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| HEYMAN INVESTMENT COUNSELING LLC CRD 166456 | — | Advisory firm LLC | $105.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS RETIREMENT, LLC CRD 158412 | MD | Advisory firm LLC | $105.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY CHIEF FINANCIAL OFFICE, LLC CRD 300873 | Shenandoah, TX | Advisory firm LLC | $105.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH ENGAGEMENT CRD 310438 | Atlanta, GA | Advisory firm LLC | $105.0M | 1 advisors | Percentage of AUM | View | |
| VENTURE FORTH FINANCIAL CRD 283315 | — | Advisory firm LLC | $105.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CATALYST WEALTH MANAGEMENT LLC CRD 329586 | Houston, TX | Advisory firm LLC | $105.0M | 25 advisors | Percentage of AUM | View | |
| CLOUT CAPITAL CRD 327315 | Miami, FL | Advisory firm LLC | $105.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PIEDMONT PRIVATE WEALTH, LLC CRD 339616 | NC | Advisory firm LLC | $105.0M | 1 advisors | Percentage of AUM | View | |
| GRAETER WEALTH ADVISORS, LLC CRD 170046 | Louisville, KY | Advisory firm LLC | $104.9M | 3 advisors | Percentage of AUM | View |