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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 | |||||
|---|---|---|---|---|---|---|---|
| GRANITE VALUE CAPITAL, LLC CRD 150169 | Hanover, NH | Advisory firm LLC | $98.9M | 1 advisors | Percentage of AUM | View | |
| ROYAL AMERICAN FINANCIAL ADVISORS, LLC CRD 111192 | Menifee, CA | Advisory firm LLC | $98.9M | 2 advisors | Percentage of AUM; LEGACY FLAT FEE ARRANGEMENTS | View | |
| BARTON ADVISORY SERVICES, L.L.C. CRD 137694 | Lafayette, LA | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM | View | |
| SYNERGY CAPITAL CRD 334117 | Fort Collins, CO | Advisory firm LLC | $98.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BIENVENUE WEALTH LLC CRD 153313 | New Orleans, LA | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROWN WEALTH MANAGEMENT, LLC CRD 119213 | Conyers, GA | Advisory firm LLC | $98.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD SIGMA INVESTMENT ADVISORS LLC CRD 151188 | Wilmington, DE | Advisory firm LLC | $98.8M | 4 advisors | Percentage of AUM | View | |
| LAKE ROAD ADVISORS, LLC CRD 281657 | Corning, NY | Advisory firm LLC | $98.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAVAPLAN FINANCIAL CRD 285636 | Newport Beach, CA | Advisory firm LLC | $98.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTORS BROKERAGE OF TEXAS, LTD. CRD 13037 | Waco, TX | Advisory firm Partnership | $98.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LUTHER FOREST WEALTH ADVISORS, L.L.C. CRD 142714 | Malta, NY | Advisory firm LLC | $98.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SKY ASSET MANAGEMENT, LLC CRD 167686 | Englewood, CO | Advisory firm LLC | $98.6M | 1 advisors | A PERCENTAGE BASED ON ASSETS INVESTED IN THE MODELS | View | |
| TIMBUKTU CAPITAL MANAGEMENT, LLC CRD 131084 | Boston, MA | Advisory firm LLC | $98.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING RANGE FINANCIAL MANAGEMENT, LLC CRD 164893 | — | Advisory firm LLC | $98.6M | 1 advisors | Percentage of AUM | View | |
| PROVIDENT WEALTH, LLC CRD 288660 | — | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIMOTHY CHARLES FINANCIAL, LLC CRD 287945 | Lynnfield, MA | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLOCKE CAPITAL GROUP, LLC CRD 156160 | Palm Beach, FL | Advisory firm LLC | $98.5M | 1 advisors | Percentage of AUM | View | |
| ANCHOR WEALTH MANAGEMENT, LLC CRD 287635 | Irvine, CA | Advisory firm LLC | $98.4M | 1 advisors | Percentage of AUM | View | |
| NEW ECONOMY CAPITAL MANAGEMENT LLC CRD 143757 | — | Advisory firm LLC | $98.4M | 1 advisors | Percentage of AUM | View | |
| BACKBONE PLANNING PARTNERS LLC CRD 326699 | Las Vegas, NV | Advisory firm LLC | $98.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINSLOW FINANCIAL LLC CRD 135866 | Lake Bluff, IL | Advisory firm LLC | $98.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK CARD CIRCLE CRD 290342 | — | Advisory firm LLC | $98.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABE CAPITAL MANAGEMENT, LLC CRD 154422 | Short Hills, NJ | Advisory firm LLC | $98.2M | 1 advisors | Percentage of AUM | View | |
| EAGLE EYE ADVISORY LLC CRD 138771 | — | Advisory firm LLC | $98.1M | 2 advisors | Percentage of AUM | View |