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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 | |||||
|---|---|---|---|---|---|---|---|
| INDEXPERTS, LLC CRD 314858 | Charlotte, NC | Advisory firm LLC | $100.9M | 3 advisors | Percentage of AUM | View | |
| CHEROKEE & WALKER MANAGEMENT CRD 160962 | Salt Lake City, UT | Advisory firm LLC | $100.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDBLOOM WEALTH MANAGEMENT LLC CRD 153678 | Mercer Island, WA | Advisory firm LLC | $100.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIORITY FINANCIAL PARTNERS CRD 165806 | Durango, CO | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAWLEYS INVESTMENT ADVISORS, LLC CRD 155199 | — | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PFLUEGER WEALTH CRD 339188 | — | Advisory firm LLC | $100.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAP FINANCIAL SERVICES OR GAP FINANCIAL CRD 288703 | — | Advisory firm LLC | $100.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC CRD 309110 | New York, NY | Advisory firm LLC | $100.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGE FINANCIAL PLANNING, LLC CRD 174840 | GA | Advisory firm LLC | $100.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGENT WEALTH MANAGEMENT CRD 147890 | Laguna Beach, CA | Advisory firm LLC | $100.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COURSE MANAGEMENT INVESTMENT ADVISORS, LLC CRD 306974 | Pinehurst, NC | Advisory firm LLC | $100.3M | 3 advisors | Percentage of AUM | View | |
| AUGUSTUS WEALTH, LLC CRD 317189 | Long Beach, CA | Advisory firm LLC | $100.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LUKAS TOTAL WEALTH CRD 281513 | North Little Rock, AR | Advisory firm LLC | $100.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| RETIRE READY WEALTH MANAGEMENT CRD 316942 | Radnor, PA | Advisory firm LLC | $100.1M | 1 advisors | Percentage of AUM | View | |
| ADVANCED PORTFOLIO DESIGN, LLC CRD 141727 | Westford, MA | Advisory firm LLC | $100.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRUPP FINANCIAL LLC CRD 168436 | Jackson, WY | Advisory firm LLC | $100.1M | 3 advisors | Percentage of AUM | View | |
| CARDINAL POINT CAPITAL LLC CRD 141166 | San Francisco, CA | Advisory firm LLC | $100.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INFINITY TAX & FINANCIAL PLANNING CRD 332590 | Huntsville, AL | Advisory firm LLC | $100.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLBROOK MANAGEMENT, LLC CRD 149561 | Dallas, TX | Advisory firm LLC | $100.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAMBERLAIN LANE CAPITAL, LLC CRD 340063 | Nashville, TN | Advisory firm LLC | $100.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| APPROACH CAPITAL LLC CRD 291807 | — | Advisory firm LLC | $100.0M | 1 advisors | Percentage of AUM | View | |
| FERGHANA INVESTMENT PARTNERS, LP CRD 337822 | New York, NY | Advisory firm LP | $100.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBINGER SPORTS PARTNERS CRD 337984 | Atlanta, GA | Advisory firm LLC | $100.0M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTIRETY, LLC CRD 306315 | Bellevue, WA | Advisory firm LLC | $100.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |