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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 | |||||
|---|---|---|---|---|---|---|---|
| MONROE CAPITAL PARTNERS, LLC CRD 168275 | Irvington, VA | Advisory firm LLC | $93.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRANSCEND WEALTH CRD 292210 | Woodmere, OH | Advisory firm LLC | $93.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATX PORTFOLIO ADVISORS, LLC CRD 173821 | Austin, TX | Advisory firm LLC | $93.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRADER WEALTH MANAGEMENT, LLC CRD 147190 | Barrington, IL | Advisory firm LLC | $93.5M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FORZA INVESTMENT ADVISORY, LLC CRD 155164 | — | Advisory firm LLC | $93.5M | 1 advisors | Percentage of AUM | View | |
| CAPITAL Q MANAGEMENT LLC CRD 305337 | Maitland, FL | Advisory firm LLC | $93.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HYLAND LAKE PARTNERS CRD 332244 | Edina, MN | Advisory firm LLC | $93.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TAPPARO CAPITAL MANAGEMENT CRD 128813 | Topsfield, MA | Advisory firm Sole prop | $93.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CEDAR CAPITAL, LLC CRD 174020 | — | Advisory firm LLC | $93.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OELSCHLAGER INVESTMENTS CRD 306035 | Akron, OH | Advisory firm LLC | $93.3M | 1 advisors | Percentage of AUM | View | |
| BURGEON CAPITAL CRD 160484 | — | Advisory firm LLC | $93.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS INVESTMENTS LLC CRD 141323 | Pittsburgh, PA | Advisory firm LLC | $93.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ORDERLY FINANCE CRD 306511 | Walnut Creek, CA | Advisory firm LLC | $93.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IRONWOOD WEALTH ADVISORS, LLC CRD 155276 | Scottsdale, AZ | Advisory firm LLC | $93.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEH II MANAGEMENT LLC CRD 328785 | Englewood, CO | Advisory firm LLC | $93.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTHSPAN INVESTMENT MANAGEMENT, LLC CRD 309553 | Grand Rapids, MI | Advisory firm LLC | $93.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPLING WEALTH MANAGEMENT CRD 155361 | Seattle, WA | Advisory firm LLC | $93.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPPENHEIMER + CLOSE, LLC CRD 15168 | New York, NY | Advisory firm LLC | $93.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK FINANCIAL PLANNING CRD 317288 | Canoga Park, CA | Advisory firm LLC | $93.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC CRD 301911 | Davie, FL | Advisory firm LLC | $92.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STAGES PLANNING GROUP, LLC CRD 172232 | Virginia Beach, VA | Advisory firm LLC | $92.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANALOG CAPITAL PARTNERS LLC CRD 309636 | Houston, TX | Advisory firm LLC | $92.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PANKONIN FINANCIAL GROUP CRD 322520 | Belle Plaine, MN | Advisory firm LLC | $92.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOGUE ASSET MANAGEMENT LLC CRD 118985 | — | Advisory firm LLC | $92.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |