Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| IMPACT WEALTH MANAGEMENT CRD 324168 | Sioux Falls, SD | Advisory firm LLC | $103.9M | 3 advisors | Hourly charges; Fixed fees | View | |
| ASTEROZOA MANAGEMENT CRD 316870 | Phoenix, AZ | Advisory firm LLC | $103.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC CRD 172528 | Kansas City, MO | Advisory firm LLC | $103.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAFFIN ADVISORS LLC CRD 151202 | NY | Advisory firm LLC | $103.9M | 1 advisors | Percentage of AUM | View | |
| POINT NEMO CAPITAL, LLC CRD 328695 | — | Advisory firm LLC | $103.8M | 3 advisors | Percentage of AUM | View | |
| BRIGHT LAKE WEALTH MANAGEMENT, LLC CRD 323513 | Redding, CA | Advisory firm LLC | $103.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PRAIRIE INVESTMENT ADVISORS, LLC CRD 173356 | Naperville, IL | Advisory firm LLC | $103.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKSTONE FINANCIAL CRD 168185 | Jeffersonville, IN | Advisory firm LLC | $103.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LIFEFOCUS FINANCIAL ADVISORS, LLC CRD 136020 | Walla Walla, WA | Advisory firm LLC | $103.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRYON INVESTMENTS, LLC CRD 162292 | North Liberty, IA | Advisory firm LLC | $103.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AG FINANCIAL CRD 140226 | Salt Lake City, UT | Advisory firm LLC | $103.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SEASIDE WEALTH ADVISORS LLC CRD 327645 | Wilmington, NC | Advisory firm LLC | $103.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNIGHT FAMILY WEALTH CRD 309475 | — | Advisory firm LLC | $103.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVOCACY FINANCIAL LLC CRD 305954 | Covington, LA | Advisory firm LLC | $103.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REITZ CAPITAL ADVISORS LLC CRD 167088 | Freeland, MI | Advisory firm LLC | $103.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NAYLOR & COMPANY CRD 124924 | — | Advisory firm LLC | $103.4M | 4 advisors | Percentage of AUM | View | |
| GSSG SOLAR, LLC CRD 307493 | Denver, CO | Advisory firm LLC | $103.4M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HYLINE WEALTH CRD 152893 | Sioux Falls, SD | Advisory firm LLC | $103.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIEWPOINT ADVISORY, LLC CRD 305164 | — | Advisory firm LLC | $103.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BUTTERWORTH FINANCIAL LLC CRD 325026 | Danvers, MA | Advisory firm LLC | $103.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABUNDANT WEALTH PARTNERS, LLC CRD 317221 | Santa Barbara, CA | Advisory firm LLC | $103.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST FINANCIAL SERVICES, LLC CRD 329276 | Little Rock, AR | Advisory firm LLC | $103.2M | 3 advisors | Percentage of AUM; Commissions | View | |
| ABUNDA FINANCIAL, LLC CRD 120177 | Sausalito, CA | Advisory firm LLC | $103.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATTICUS CAPITAL ADVISORS LLC CRD 288009 | Charlotte, NC | Advisory firm LLC | $103.1M | 1 advisors | Percentage of AUM | View |