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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 | |||||
|---|---|---|---|---|---|---|---|
| SERVANT CAPITAL ADVISORS CRD 298764 | Fishers, IN | Advisory firm LLC | $102.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| OMEGA WEALTH PRIVATE CAPITAL LLC CRD 318012 | Cincinnati, OH | Advisory firm LLC | $102.3M | 5 advisors | Percentage of AUM | View | |
| BLUE HERON CAPITAL CRD 339475 | Englewood, CO | Advisory firm LLC | $102.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANCTUARY FINANCIAL PLANNING, LLC CRD 325857 | — | Advisory firm LLC | $102.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| TKG WEALTH ADVISERS LLC CRD 324156 | Cranford, NJ | Advisory firm LLC | $102.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEM STATE INVESTMENT ADVISORS CRD 150171 | Boise, ID | Advisory firm LLC | $102.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MILE HIGH INVESTMENTS, LLC CRD 156545 | — | Advisory firm LLC | $102.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAFTWORK CAPITAL LLC CRD 311626 | Alexandria, VA | Advisory firm LLC | $102.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL WEALTH ADVISORS LLC CRD 139101 | Troy, MI | Advisory firm LLC | $102.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHPOINT ADVISORY LLC CRD 147362 | — | Advisory firm LLC | $102.0M | 1 advisors | Fixed fees | View | |
| SOUND LEGACY WEALTH ADVISORS, LLC CRD 306332 | WA | Advisory firm LLC | $102.0M | 2 advisors | Percentage of AUM | View | |
| TRUE FIDUCIARY CAPITAL, LLC CRD 306964 | El Cajon, CA | Advisory firm LLC | $102.0M | 1 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| BALANCED WEALTH MANAGEMENT, LLC. CRD 174699 | East Greenwich, RI | Advisory firm LLC | $102.0M | 2 advisors | Percentage of AUM | View | |
| MALNIK WEALTH MANAGEMENT, LLC CRD 311814 | — | Advisory firm LLC | $101.9M | 2 advisors | Percentage of AUM | View | |
| RYLANDER RICHTER CRD 297550 | El Segundo, CA | Advisory firm LLC | $101.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY ADVISORY LIMITED COMPANY CRD 300802 | Overland Park, KS | Advisory firm LLC | $101.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN AVENUE FINANCIAL SERVICES, LLC CRD 151580 | Beaverton, OR | Advisory firm LLC | $101.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR WEALTH MANAGEMENT CRD 289532 | — | Advisory firm LLC | $101.8M | 2 advisors | Percentage of AUM | View | |
| MACLACHLAN WEALTH MANAGEMENT CRD 298927 | Bellevue, WA | Advisory firm LLC | $101.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH PARTNERS LLC CRD 336564 | Franklin, TN | Advisory firm LLC | $101.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HANOVER SQUARE WEALTH ADVISORS LLC CRD 336534 | NC | Advisory firm LLC | $101.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THALASSA CAPITAL LLC CRD 139707 | Bend, OR | Advisory firm LLC | $101.6M | 2 advisors | Percentage of AUM | View | |
| BLANTYRE CAPITAL US LLC CRD 336308 | New York, NY | Advisory firm LLC | $101.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEQUENTIS CAPITAL LLC CRD 298533 | Boston, MA | Advisory firm LLC | $101.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |