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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 | |||||
|---|---|---|---|---|---|---|---|
| MAGNOLIA WEALTH CRD 330124 | Spring, TX | Advisory firm LLC | $101.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TAX & INVESTMENT ADVISORS CRD 327402 | Newburyport, MA | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| KOINONIA FINANCIAL CRD 312136 | The Woodlands, TX | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| MAXOUT SAVINGS ADVISORS LLC CRD 137307 | Houston, TX | Advisory firm LLC | $101.5M | 1 advisors | Percentage of AUM | View | |
| SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC CRD 157856 | Tucson, AZ | Advisory firm LLC | $101.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FALCON FINANCIAL CRD 160615 | Salisbury, NC | Advisory firm LLC | $101.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERKINS WEALTH ADVANTAGE CRD 318671 | — | Advisory firm LLC | $101.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CORWIN COMPANY LLC CRD 285657 | Indianapolis, IN | Advisory firm LLC | $101.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WRWCO, LLC CRD 113665 | — | Advisory firm LLC | $101.2M | 2 advisors | Percentage of AUM | View | |
| ENDURANCE FINANCIAL PLANNING, LLC CRD 305583 | Mcallen, TX | Advisory firm LLC | $101.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ZECHES WEALTH MANAGEMENT CRD 170279 | Tucson, AZ | Advisory firm LLC | $101.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCK CREEK WEALTH MANAGEMENT CRD 336666 | Hillsboro, OR | Advisory firm LLC | $101.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CMH WEALTH MANAGEMENT CRD 325543 | Dallas, TX | Advisory firm LLC | $101.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RGA INVESTMENT ADVISORS, LLC CRD 149171 | Great Neck, NY | Advisory firm LLC | $101.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUTTLE CROSSLAND WEALTH ADVISORS, LLC CRD 318700 | Scottsdale, AZ | Advisory firm LLC | $101.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON ASSOCIATES WEALTH MANAGEMENT, LLC CRD 318651 | Maumee, OH | Advisory firm LLC | $101.1M | 3 advisors | Percentage of AUM | View | |
| ALIGN WEALTH ADVISORS CRD 158631 | Laguna Hills, CA | Advisory firm LLC | $101.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCENT ADVISORS CRD 335353 | Mankato, MN | Advisory firm LLC | $101.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUTILUS PARTNERS LLC CRD 322882 | Santa Monica, CA | Advisory firm LLC | $101.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRAVE EAGLE WEALTH MANAGEMENT CRD 283307 | New York, NY | Advisory firm LLC | $101.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FC WEALTH SOLUTIONS LLC CRD 286381 | Westerville, OH | Advisory firm LLC | $101.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 34 FINANCIAL, LLC CRD 329383 | Atlanta, GA | Advisory firm LLC | $101.0M | 4 advisors | Percentage of AUM | View | |
| CWM ADVISORY, LLC CRD 299923 | Ocean Pines, MD | Advisory firm LLC | $101.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ROBERT HOROWITZ WEALTH MANAGEMENT CRD 127800 | — | Advisory firm LLC | $100.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |