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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 | |||||
|---|---|---|---|---|---|---|---|
| ARC ADVISERS LLC CRD 307497 | Boise, ID | Advisory firm LLC | $104.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUALIFIED PLAN ADVISORY, LLC CRD 135324 | Santa Ana, CA | Advisory firm LLC | $104.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RUNEY & ASSOCIATES WEALTH MANAGEMENT CRD 171271 | Mount Pleasant, SC | Advisory firm LLC | $104.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VCM WEALTH CRD 149307 | DE | Advisory firm LLC | $104.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPRINGLAKE FINANCIAL PARTNERS CRD 334134 | — | Advisory firm LLC | $104.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLUM POINTE WEALTH MANAGEMENT CRD 332618 | Providence, RI | Advisory firm LLC | $104.7M | 1 advisors | Percentage of AUM | View | |
| FIKE ADVISORS, LLC CRD 153568 | Wooster, OH | Advisory firm LLC | $104.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LUMINIST CAPITAL, LLC CRD 173396 | GA | Advisory firm LLC | $104.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| S.C. THOMAS & ASSOCIATES, CPA, LLC CRD 121666 | Medina, OH | Advisory firm LLC | $104.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PARISH & COMPANY LLC CRD 142713 | Lake Oswego, OR | Advisory firm LLC | $104.5M | 1 advisors | Percentage of AUM | View | |
| IDEOLOGY WEALTH ADVISORS, LLC CRD 292923 | Dallas, TX | Advisory firm LLC | $104.5M | 3 advisors | Percentage of AUM | View | |
| CADENCE WEALTH MANAGEMENT, LLC CRD 158636 | Seattle, WA | Advisory firm LLC | $104.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XENA FINANCIAL PLANNING, LLC CRD 333436 | Portland, OR | Advisory firm LLC | $104.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CRUISER CAPITAL ADVISORS, LLC CRD 168739 | Stamford, CT | Advisory firm LLC | $104.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLACRE GLOBAL WEALTH ADVISORS CRD 306770 | Santa Monica, CA | Advisory firm LLC | $104.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| S20 CAPITAL, LLC CRD 292022 | Draper, UT | Advisory firm LLC | $104.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM WEALTH ADVISORS, LLC CRD 154270 | Lee'S Summit, MO | Advisory firm LLC | $104.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| SYCAMORE FINANCIAL PLANNING, LLC CRD 159212 | Durham, NC | Advisory firm LLC | $104.2M | 5 advisors | Hourly charges; Fixed fees | View | |
| ALEXANDER CAPITAL ADVISORS, LLC CRD 140508 | New Canaan, CT | Advisory firm LLC | $104.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE CHIP FINANCIAL ADVISORS, LLP CRD 119510 | East Providence, RI | Advisory firm LLP | $104.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRARY INVESTMENT ADVISORS CRD 154958 | — | Advisory firm LLC | $104.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PABRAI WAGONS ADVISORS CRD 283147 | West Lake Hills, TX | Advisory firm LLC | $104.0M | 3 advisors | Percentage of AUM | View | |
| DIVERSIFIED WEALTH ADVISORS, LLC CRD 311903 | Kansas City, MO | Advisory firm LLC | $104.0M | 3 advisors | Percentage of AUM | View | |
| MATHIES FINANCIAL PARTNERS CRD 150079 | Pueblo, CO | Advisory firm LLC | $104.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |