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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 | |||||
|---|---|---|---|---|---|---|---|
| 3ROOTS WEALTH PARTNERS LLC CRD 338300 | Scottsdale, AZ | Advisory firm LLC | $92.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIKOS WEALTH MANAGEMENT, LLC CRD 282985 | Bethesda, MD | Advisory firm LLC | $92.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK MAPLE FINANCE, LLC CRD 322908 | Burlington, VT | Advisory firm LLC | $92.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LODESTAR ADVISORY GROUP, LLC CRD 127591 | Naples, FL | Advisory firm LLC | $92.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOONEY FINANCIAL CRD 332904 | Jacksonville Beach, FL | Advisory firm LLC | $92.5M | 2 advisors | Percentage of AUM | View | |
| DOROTHY J. COLE CRD 116607 | — | Advisory firm Sole prop | $92.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KYLESHILL FINANCIAL PLANNING CRD 143604 | Columbus, OH | Advisory firm LLC | $92.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRAVA FINANCIAL, LLC CRD 304263 | Westlake Village, CA | Advisory firm LLC | $92.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEKMEN WELLS LLC CRD 168431 | New York, NY | Advisory firm LLC | $92.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMAL WEALTH CRD 306120 | Sudbury, MA | Advisory firm LLC | $92.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASCENSION FINANCIAL CRD 134033 | Fort Collins, CO | Advisory firm LLC | $92.4M | 4 advisors | Percentage of AUM | View | |
| PREMIER SOUTHWEST PLANNING GROUP, LLC CRD 132868 | — | Advisory firm LLC | $92.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERPETUAL WEALTH ADVISORS, L.L.C. CRD 143864 | — | Advisory firm LLC | $92.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISCO INVESTMENT MANAGEMENT LLC CRD 156476 | Madison, WI | Advisory firm LLC | $92.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| XALTS CRD 314283 | Philadelphia, PA | Advisory firm LLC | $92.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FAMILY PARTNERS CAPITAL, LLC CRD 304176 | Hamilton, MA | Advisory firm LLC | $92.3M | 1 advisors | Percentage of AUM | View | |
| CARAPACE FINANCIAL ADVISORS LLC CRD 291404 | Bedminster, NJ | Advisory firm LLC | $92.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BIG CEDAR INVESTMENT ADVISORS CRD 281788 | Scottsdale, AZ | Advisory firm LLC | $92.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ITHAKA FINANCIAL PLANNING, LLC CRD 153244 | Chevy Chase, MD | Advisory firm LLC | $92.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOVEREIGN FINANCIAL SERVICES, LLC CRD 153059 | Phoenix, MD | Advisory firm Other (specify) | $92.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IWC ASSET MANAGEMENT LLC CRD 286445 | — | Advisory firm LLC | $92.1M | 1 advisors | Percentage of AUM | View | |
| EMBERHOUSE, LLC CRD 285781 | — | Advisory firm LLC | $92.0M | 1 advisors | Percentage of AUM | View | |
| WALNUT GREEN ASSET MANAGEMENT, LLC CRD 166894 | Wilmington, DE | Advisory firm LLC | $92.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIED INVESTMENTS CRD 314512 | Johnson City, TN | Advisory firm LLC | $91.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |