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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 | |||||
|---|---|---|---|---|---|---|---|
| RECIPROCAL CAPITAL CRD 285033 | — | Advisory firm LLC | $91.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WAVE DIGITAL ASSETS LLC CRD 305726 | Los Angeles, CA | Advisory firm LLC | $91.9M | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VIDA PRIVATE WEALTH LLC CRD 308575 | Pasadena, CA | Advisory firm LLC | $91.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FARNSLEY ADVISORS CRD 288491 | Louisville, KY | Advisory firm LLC | $91.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| INCLINE INVESTMENT ADVISORS, LLC CRD 293331 | Incline Village, NV | Advisory firm LLC | $91.8M | 4 advisors | Percentage of AUM | View | |
| BUFFALO FIRST WEALTH MANAGEMENT, LLC CRD 168937 | Williamsville, NY | Advisory firm LLC | $91.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC CRD 291127 | Alexandria, VA | Advisory firm LLC | $91.7M | 4 advisors | Percentage of AUM | View | |
| BEACON HILL INVESTMENT ADVISORY, LLC CRD 148463 | Dublin, OH | Advisory firm LLC | $91.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXECUTIVE INVESTMENT SERVICES, LLC CRD 152410 | Lake Oswego, OR | Advisory firm LLC | $91.7M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| COMPREHENSIVE WEALTH SERVICES, LLC CRD 147372 | Morristown, NJ | Advisory firm LLC | $91.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GABRIEL CAPITAL, LLC CRD 137613 | Portland, OR | Advisory firm LLC | $91.7M | 1 advisors | Percentage of AUM | View | |
| WESTFIELD WEALTH MANAGEMENT, LLC CRD 125421 | Cranford, NJ | Advisory firm LLC | $91.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USA FIRST FINANCIAL CRD 318453 | Indianapolis, IN | Advisory firm LLC | $91.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL GROUP CRD 328412 | San Antonio, TX | Advisory firm LLC | $91.6M | 2 advisors | Percentage of AUM | View | |
| TURTAIR CAPITAL ADVISORS CRD 152256 | — | Advisory firm LLC | $91.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DELVAUX WEALTH MANAGEMENT CRD 336199 | — | Advisory firm LLC | $91.5M | 1 advisors | Percentage of AUM | View | |
| PURA VIDA INVESTMENTS, LLC CRD 166703 | New York, NY | Advisory firm LLC | $91.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BOWMAN WEALTH MANAGEMENT GROUP CRD 340727 | — | Advisory firm LLC | $91.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BURGESS FINANCIAL PLANNING CRD 143984 | Portland, OR | Advisory firm LLC | $91.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DJP WEALTH MANAGEMENT, LLC CRD 153663 | Tampa, FL | Advisory firm LLC | $91.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NOVUS ADVISORS CRD 157908 | Greenville, SC | Advisory firm LLC | $91.3M | 3 advisors | Percentage of AUM | View | |
| TAXABLE WEALTH CRD 304187 | San Diego, CA | Advisory firm LLC | $91.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAMA OAK WEALTH, LLC CRD 328023 | Doylestown, PA | Advisory firm LLC | $91.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAREGEN WEALTH MANAGEMENT CRD 315313 | San Mateo, CA | Advisory firm LLC | $91.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |