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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 | |||||
|---|---|---|---|---|---|---|---|
| ARTHURS WEALTH MANAGEMENT CRD 305342 | Ponte Vedra Beach, FL | Advisory firm LLC | $94.9M | 1 advisors | Percentage of AUM | View | |
| WISE MONEY ISRAEL CRD 304753 | Binyamina, AZ | Advisory firm Other (specify) | $94.9M | 2 advisors | Percentage of AUM | View | |
| MARSDEN CAPITAL MANAGEMENT, LLC. CRD 111692 | Erie, PA | Advisory firm LLC | $94.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ABRAHAM TRADING COMPANY CRD 315318 | Canadian, TX | Advisory firm LP | $94.9M | 3 advisors | Percentage of AUM | View | |
| CAPITAL WEALTH, LLC CRD 289574 | Lehi, UT | Advisory firm LLC | $94.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYON CAPITAL MANAGEMENT, LLC CRD 111311 | Pittsford, NY | Advisory firm LLC | $94.8M | 2 advisors | Percentage of AUM | View | |
| TRADITIONS WEALTH ADVISORS, LLC. CRD 128135 | College Station, TX | Advisory firm LLC | $94.8M | 1 advisors | Percentage of AUM | View | |
| LION CAPITAL ADVISORS LLC CRD 305440 | Miami, FL | Advisory firm LLC | $94.8M | 1 advisors | Percentage of AUM | View | |
| TIMBERLINE INVESTMENT MANAGEMENT, LLC CRD 144525 | — | Advisory firm LLC | $94.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC CRD 319507 | Alpharetta, GA | Advisory firm LLC | $94.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DEW WEALTH STRATEGIES, LLC CRD 118996 | Clayton, MO | Advisory firm LLC | $94.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNSAGE CAPITAL MANAGEMENT CRD 140332 | Grapevine, TX | Advisory firm LLC | $94.6M | 1 advisors | Percentage of AUM | View | |
| SAXON SECURITIES LLC CRD 155168 | San Francisco, CA | Advisory firm LLC | $94.6M | 1 advisors | Percentage of AUM | View | |
| WINGSPAN CAPITAL, LLC CRD 307759 | New York, NY | Advisory firm LLC | $94.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CARDINAL CAPITAL MANAGEMENT, LLC CRD 135677 | Muncie, IN | Advisory firm LLC | $94.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EASTWIND CAPITAL WEALTH MANAGEMENT CRD 146957 | Westerville, OH | Advisory firm LLC | $94.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CYPRESS PRAXIS, LLC CRD 111716 | — | Advisory firm LLC | $94.5M | 1 advisors | Percentage of AUM | View | |
| DARRELL CAPITAL MANAGEMENT, LLC CRD 310324 | Rolling Hills Estates, CA | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBB FINANCIAL GROUP CRD 291638 | Mission Viejo, CA | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SEBETIC ADVISORS, LLC CRD 306261 | NY | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LECHNER ASSOCIATES CRD 129181 | North Attleboro, MA | Advisory firm Sole prop | $94.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENHAM ADVISORY GROUP CRD 331926 | Greenwood, IN | Advisory firm LLC | $94.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MCMILLAN CAPITAL MANAGEMENT, LLC CRD 143179 | — | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SADDOCK WEALTH, LLC CRD 161568 | Dallas, TX | Advisory firm LLC | $94.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |