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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 | |||||
|---|---|---|---|---|---|---|---|
| EAGLE FINANCIAL ADVISORS, LLC CRD 167696 | Frisco, TX | Advisory firm LLC | $100.0M | 9 advisors | Percentage of AUM; SELECTION OF OTHER ADVISERS FEES | View | |
| INVESTMENT COUNSELORS OF REDLANDS LLC CRD 137470 | Redlands, CA | Advisory firm LLC | $100.0M | 2 advisors | Percentage of AUM | View | |
| FREEBOARD CAPITAL, LLC CRD 167222 | WI | Advisory firm LLC | $99.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FAMA FIDUCIARY WEALTH LLC CRD 125627 | Rochester, NY | Advisory firm LLC | $99.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSE VALLEY ASSET MANAGEMENT LLC CRD 141671 | Media, PA | Advisory firm LLC | $99.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRLEAD FINANCIAL ADVISORS, LLC CRD 128855 | — | Advisory firm LLC | $99.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNDOWNER CAPITAL MANAGEMENT LLC CRD 146253 | OR | Advisory firm LLC | $99.7M | 1 advisors | Percentage of AUM | View | |
| UPSPRING CAPITAL LLC CRD 292010 | Dallas, TX | Advisory firm LLC | $99.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEBRIDGE PARTNERS LLC CRD 160018 | White Plains, NY | Advisory firm LLC | $99.4M | 3 advisors | Fixed fees · Performance-based fees +1 more | View | |
| LW CAPITAL MANAGEMENT, LLC CRD 313151 | — | Advisory firm LLC | $99.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| 13D MANAGEMENT LLC CRD 154009 | New York, NY | Advisory firm LLC | $99.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| AREX CAPITAL MANAGEMENT, LP CRD 289595 | New York, NY | Advisory firm LP | $99.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHTHOUSE FINANCIAL, LLC CRD 314671 | — | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERION REALTY ADVISERS, LLC CRD 158507 | Wynnewood, PA | Advisory firm LLC | $99.3M | 9 advisors | Percentage of AUM; PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE | View | |
| WATERFRONT CAPITAL PARTNERS LLC CRD 167801 | New York, NY | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERGEN PARK CAPITAL MANAGEMENT, LLC CRD 315162 | Bigfork, MT | Advisory firm LLC | $99.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GASKIN WEALTH MANAGEMENT CRD 143536 | Moraga, CA | Advisory firm LLC | $99.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASPEN LEAF WEALTH MANAGEMENT, PBC CRD 165676 | Golden, CO | Advisory firm Other (specify) | $99.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVATIVE WEALTH MANAGEMENT, LLC CRD 298656 | Jesup, IA | Advisory firm LLC | $99.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CRESCENT WEALTH ADVISORY, LLC CRD 151156 | Atlanta, GA | Advisory firm LLC | $99.0M | 5 advisors | Percentage of AUM | View | |
| MERSEREAU, LAZENBY & ROCKAS, L.L.C. CRD 126139 | Suwanee, GA | Advisory firm LLC | $99.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OLD FORGE WEALTH MANAGEMENT, LLC CRD 323417 | Warwick, RI | Advisory firm LLC | $99.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COVE FINANCIAL PLANNING, LLC CRD 301217 | — | Advisory firm LLC | $99.0M | 1 advisors | Percentage of AUM | View | |
| MY WEALTH PLANNERS CRD 305664 | Longmont, CO | Advisory firm LLC | $99.0M | 2 advisors | Percentage of AUM; Fixed fees | View |