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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 | |||||
|---|---|---|---|---|---|---|---|
| FAIRWAY INVESTMENT GROUP, LLC CRD 149034 | East Lansing, MI | Advisory firm LLC | $96.4M | 26 advisors | Percentage of AUM | View | |
| ISRAEL INVESTMENT ADVISORS, LLC CRD 153952 | Denver, CO | Advisory firm LLC | $96.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | Danville, CA | Advisory firm LLC | $96.3M | 1 advisors | Percentage of AUM | View | |
| DAVID B. PATSTON, CPA, CFA CRD 131673 | Denver, CO | Advisory firm Sole prop | $96.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENSERRA GLOBAL INVESTORS LLC CRD 174309 | Orinda, CA | Advisory firm LLC | $96.2M | 10 advisors | Percentage of AUM | View | |
| HILPAN MOXIE WEALTH MANAGEMENT, LLC CRD 159966 | — | Advisory firm LLC | $96.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFEPLAN FINANCIAL SERVICES, LP CRD 156548 | Kingwood, TX | Advisory firm LP | $96.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION RETIREMENT LLC CRD 319587 | Tempe, AZ | Advisory firm LLC | $96.1M | 3 advisors | Percentage of AUM | View | |
| CAPITAL DESIGN PRIVATE WEALTH LLC CRD 300472 | Portsmouth, NH | Advisory firm LLC | $96.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CHRISTIAN CURRY BATCHELDER, CFP CRD 133255 | — | Advisory firm Sole prop | $96.0M | 1 advisors | Percentage of AUM | View | |
| ITI FINANCIAL MANAGEMENT CRD 152658 | Springfield, MO | Advisory firm LLC | $96.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MEYERS WEALTH MANAGEMENT CRD 148734 | Palo Alto, CA | Advisory firm Sole prop | $96.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| QUINN FINANCIAL PLANNING, LLC CRD 150528 | Orland Park, IL | Advisory firm LLC | $96.0M | 1 advisors | Percentage of AUM | View | |
| EASTWARD CAPITAL PARTNERS, LLC CRD 161422 | West Newton, MA | Advisory firm LLC | $96.0M | 7 advisors | Performance-based fees; PERCENTAGE OF RETURNED CAPITAL | View | |
| CREST WEALTH ADVISORS LLC CRD 311760 | Annapolis, MD | Advisory firm LLC | $95.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KRIS LEWICKI & ASSOCIATES, LLC CRD 156536 | Coral Springs, FL | Advisory firm LLC | $95.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXIOM VALUE WEALTH MANAGEMENT LLC CRD 334047 | Rockville, MD | Advisory firm LLC | $95.8M | 5 advisors | Percentage of AUM | View | |
| CIRCLE CITY WEALTH MANAGEMENT LLC CRD 291604 | Carmel, IN | Advisory firm LLC | $95.7M | 1 advisors | Fixed fees; FLAT DOLLAR AMOUNT | View | |
| LEONARD ADVISORY GROUP LLC CRD 321165 | Saint Joseph, MI | Advisory firm LLC | $95.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELLER PRIVATE WEALTH CRD 324272 | Fort Lauderdale, FL | Advisory firm LLC | $95.7M | 3 advisors | Percentage of AUM | View | |
| DELTA WEALTH SOLUTIONS, LLC CRD 306199 | Kansas City, MO | Advisory firm LLC | $95.7M | 2 advisors | Percentage of AUM | View | |
| FOCUS POINT CAPITAL LLC CRD 155819 | — | Advisory firm LLC | $95.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HEIGHTS INVESTMENT PARTNERS, LLC CRD 284688 | Houston, TX | Advisory firm LLC | $95.6M | 2 advisors | Percentage of AUM | View | |
| KULEANA WEALTH ADVISORS CRD 154028 | Los Altos, CA | Advisory firm LLC | $95.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |