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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 | |||||
|---|---|---|---|---|---|---|---|
| SMITHBROOK, LLC CRD 313679 | — | Advisory firm LLC | $91.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCERT INVESTMENT ADVISORY LLC CRD 304522 | CA | Advisory firm LLC | $91.1M | 1 advisors | Percentage of AUM | View | |
| GRAY WEALTH STRATEGIES LLC CRD 319415 | — | Advisory firm LLC | $91.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| MCKINNEY CAPITAL, LLC CRD 315545 | Birmingham, AL | Advisory firm LLC | $91.0M | 3 advisors | Fixed fees; Performance-based fees | View | |
| OXFORD GATE MANAGEMENT, LLC CRD 297061 | Greenwich, CT | Advisory firm LLC | $90.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GRIT FAMILY OFFICE, LLC CRD 290066 | Cedar Rapids, IA | Advisory firm LLC | $90.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AKG FINANCIAL GROUP CRD 316548 | — | Advisory firm LLC | $90.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALGORITHMIC INVESTMENT MODELS CRD 306354 | Boston, MA | Advisory firm LLC | $90.9M | 8 advisors | Percentage of AUM; WRAP MANAGER AND SUB-ADVISOR | View | |
| LUMINARY WEALTH CRD 116484 | Fort Wayne, IN | Advisory firm LLC | $90.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFFINITY CAPITAL, L.P. CRD 109118 | Houston, TX | Advisory firm LP | $90.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| M.K. BYRNE & CO. LLC CRD 306382 | Parsippany, NJ | Advisory firm LLC | $90.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARIAS RESOURCE CAPITAL MANAGEMENT LP CRD 155885 | Miami, FL | Advisory firm LP | $90.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| K R FINANCIAL LLC CRD 111282 | NJ | Advisory firm LLC | $90.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| YOUR PLANNING PARTNER LLC CRD 283647 | Palm Beach Gardens, FL | Advisory firm LLC | $90.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEATHERHELM CAPITAL MANAGEMENT LLC CRD 175019 | Cambridge, NY | Advisory firm LLC | $90.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COUNTERPOINT ASSET MANAGEMENT LLC CRD 164291 | San Diego, CA | Advisory firm LLC | $90.6M | 4 advisors | Percentage of AUM | View | |
| BAYWORTH CAPITAL CRD 284360 | Chicago, IL | Advisory firm LLC | $90.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WILDRYE FINANCIAL CRD 317148 | Bigfork, MT | Advisory firm LLC | $90.5M | 1 advisors | Percentage of AUM | View | |
| WS WEALTH MANAGEMENT, LLC CRD 168114 | Washington, VA | Advisory firm LLC | $90.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVATE WEALTH CRD 283332 | — | Advisory firm LLC | $90.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVENIRE WEALTH MANAGEMENT CRD 301177 | Colorado Springs, CO | Advisory firm LLC | $90.5M | 2 advisors | Percentage of AUM | View | |
| HUTCHISON WHITEHEAD WEALTH MANAGEMENT CRD 129716 | Canonsburg, PA | Advisory firm LLC | $90.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WASHINGTON SQUARE CAPITAL MANAGEMENT LLC CRD 150335 | New York, NY | Advisory firm LLC | $90.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HADDON WEALTH MANAGEMENT, LLC CRD 226703 | Haddonfield, NJ | Advisory firm LLC | $90.4M | 1 advisors | Percentage of AUM; Fixed fees | View |