Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LUCID WEALTH PLANNING LLC CRD 304756 | Wake Forest, NC | Advisory firm LLC | $98.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWAN WEALTH ADVISORS, LLC CRD 292755 | Durango, CO | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MUZINICH DIRECT LENDING ADVISER, LLC CRD 327891 | New York, NY | Advisory firm LLC | $98.0M | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| LPK INVESTMENT GROUP, LLP CRD 218514 | New York, NY | Advisory firm LLP | $98.0M | 18 advisors | Performance-based fees | View | |
| RMH INVESTMENT MANAGEMENT, LLC CRD 148650 | Tucson, AZ | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM | View | |
| PROSPERITY FINANCIAL GROUP CRD 336091 | Springfield, MO | Advisory firm LLC | $98.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS WEALTH MANAGEMENT, LLC CRD 130693 | — | Advisory firm LLC | $98.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SWAD WEALTH MANAGEMENT LLC CRD 319218 | Santa Rosa, CA | Advisory firm LLC | $97.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALOR INVESTMENTS AND PLANNING LLC CRD 323129 | Easton, PA | Advisory firm LLC | $97.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INCLINE WEALTH CRD 306806 | — | Advisory firm LLC | $97.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAYTRUST WEALTH MANAGEMENT, LLC CRD 338822 | Tampa, FL | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRISBOIS CAPITAL MANAGEMENT LLC CRD 133115 | Wilmington, MA | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SILVER ANCHOR FINANCIAL, LLC CRD 330147 | — | Advisory firm LLC | $97.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC CRD 150201 | Creve Coeur, MO | Advisory firm LLC | $97.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ORMONDE INVESTMENT MANAGEMENT, LLC CRD 313328 | Aylsham, TX | Advisory firm LLC | $97.7M | 2 advisors | Fixed fees | View | |
| MELOTTE FINANCIAL ADVISORS CRD 286218 | Green Bay, WI | Advisory firm LLC | $97.6M | 1 advisors | Percentage of AUM | View | |
| SNOW FINANCIAL MANAGEMENT, LLC CRD 131068 | CA | Advisory firm LLC | $97.6M | 3 advisors | Percentage of AUM | View | |
| TAVERIK CAPITAL, LLC CRD 156594 | Greenville, SC | Advisory firm LLC | $97.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GROOM FINANCIAL ADVISORY CRD 129076 | — | Advisory firm Sole prop | $97.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PHOENIX INTERNATIONAL INVESTMENTS LLC CRD 170692 | Nashua, NH | Advisory firm LLC | $97.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PICCOLO INVESTMENT CONSULTING, LLC CRD 170272 | Denton, TX | Advisory firm LLC | $97.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONSCIENTIA FAMILY OFFICE, LLC CRD 307727 | Miami, FL | Advisory firm LLC | $97.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PRENTICE FINANCIAL PLANNING, LLC CRD 286565 | Olympia, WA | Advisory firm LLC | $97.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIRE STRATEGIST PORTFOLIOS LLC CRD 327902 | New York, NY | Advisory firm LLC | $97.3M | 3 advisors | Percentage of AUM; Fixed fees | View |