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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 | |||||
|---|---|---|---|---|---|---|---|
| SALTBOX FINANCIAL LLC CRD 130882 | Amesbury, MA | Advisory firm LLC | $97.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONT STREET WEALTH MANAGEMENT CRD 125219 | Traverse City, MI | Advisory firm LLC | $97.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METRIC FINANCIAL, LLC CRD 297325 | Simsbury, CT | Advisory firm LLC | $97.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BARRISTER CRD 153598 | Fort Washington, PA | Advisory firm LLC | $97.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMBERLAKE PARTNERS SAM CRD 322274 | Monaco | Advisory firm Other (specify) | $97.1M | 4 advisors | Percentage of AUM; Commissions | View | |
| ARKENSTONE FINANCIAL, LLC CRD 153530 | Monument, CO | Advisory firm LLC | $97.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATACORE CAPITAL MANAGEMENT, LLC. CRD 171163 | New York, NY | Advisory firm LLC | $97.0M | 2 advisors | Percentage of AUM | View | |
| WILKINSON CAPITAL MANAGEMENT, LLC CRD 284315 | St.. Paul, MN | Advisory firm LLC | $97.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEPHERD WEALTH & RETIREMENT LLC CRD 305645 | Tucson, AZ | Advisory firm LLC | $96.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWEDDELL GOLDBERG INVESTMENT MANAGEMENT CRD 141634 | — | Advisory firm LLC | $96.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BOX FINANCIAL ADVISORS, LLC CRD 155623 | Grapevine, TX | Advisory firm LLC | $96.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RVX ASSET MANAGEMENT LLC CRD 282804 | Aventura, FL | Advisory firm LLC | $96.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UOB GLOBAL CAPITAL LLC CRD 160659 | New York, NY | Advisory firm LLC | $96.8M | 4 advisors | Percentage of AUM; CARRIED INTEREST DISTRIBUTIONS | View | |
| MONEY SCRIPT WEALTH MANAGEMENT, PLLC CRD 286134 | — | Advisory firm LLC | $96.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIST CAPITAL CRD 292023 | Palm Beach Gardens, FL | Advisory firm LLC | $96.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN KENWOOD ADVISORS, LLC CRD 128322 | Greendale, WI | Advisory firm LLC | $96.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED CRD 161048 | Singapore | Advisory firm Other (specify) | $96.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL SOUTH WEALTH MANAGEMENT, LLC CRD 304838 | Baton Rouge, LA | Advisory firm LLC | $96.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WINGO ASSET MANAGEMENT, LLC CRD 306099 | Shreveport, LA | Advisory firm LLC | $96.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALERMO WEALTH MANAGEMENT, LLC CRD 160031 | — | Advisory firm LLC | $96.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM WEALTH MANAGEMENT, LLC CRD 144164 | — | Advisory firm LLC | $96.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LINDEN ROSE INVESTMENT LLC CRD 282886 | — | Advisory firm LLC | $96.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON FINANCIAL GROUP, LLC CRD 325190 | Creve Coeur, MO | Advisory firm LLC | $96.4M | 4 advisors | Percentage of AUM | View | |
| AVID WEALTH MANAGEMENT GROUP, LLC CRD 125810 | Atlanta, GA | Advisory firm LLC | $96.4M | 1 advisors | Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS | View |