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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.

Filter nameOrg structureFirm typeMin AUM ($)

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

					Fees	Reputation	Profile
HEYMAN WEALTH MANAGEMENT, LLC CRD 154971	Encino, CA	Advisory firm LLC	$89.8M	2 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
PATHFINDER FINANCIAL SERVICES, LLC CRD 129391	—	Advisory firm LLC	$89.7M	2 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
DREW WEALTH MANAGEMENT CRD 332366	Portsmouth, NH	Advisory firm LLC	$89.7M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
WINGSTEM WEALTH, LLC CRD 322337	West Columbia, SC	Advisory firm LLC	$89.7M	2 advisors	Percentage of AUM · Hourly charges +2 more	SEC FINRA BBB	View
POTOMAC WEALTH MANAGEMENT LLC CRD 150482	Great Falls, VA	Advisory firm LLC	$89.7M	2 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
AUXAN CAPITAL ADVISORS, LLC CRD 133061	Springfield, MO	Advisory firm LLC	$89.6M	8 advisors	Percentage of AUM	SEC FINRA BBB	View
BRC MANAGEMENT LLC CRD 159827	—	Advisory firm LLC	$89.6M	1 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
OXFORD CHASE ADVISORS LLC CRD 169050	—	Advisory firm LLC	$89.6M	3 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC CRD 146931	Tucson, AZ	Advisory firm LLC	$89.6M	2 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
KELLY FINANCIAL GROUP LLC CRD 282172	Encinitas, CA	Advisory firm LLC	$89.6M	1 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View
JOHN-LUKE FINANCIAL, LLC CRD 288252	The Woodlands, TX	Advisory firm LLC	$89.6M	2 advisors	Percentage of AUM	SEC FINRA BBB	View
FLEMING WEALTH MANAGEMENT, LLC CRD 133557	Johns Creek, GA	Advisory firm LLC	$89.5M	1 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View
PELICAN ADVISORY LLC CRD 330658	Covington, LA	Advisory firm LLC	$89.5M	4 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
BRIDGE FINANCIAL STRATEGIES CRD 298134	Scottsdale, AZ	Advisory firm LLC	$89.5M	1 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
INTELUS ADVISORY GROUP, LLC CRD 310180	Birmingham, AL	Advisory firm LLC	$89.4M	1 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
BEARING FINANCIAL ADVISORS, LLC CRD 305257	Austin, TX	Advisory firm LLC	$89.4M	3 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
CONIFER BAY CAPITAL LLC CRD 287829	—	Advisory firm LLC	$89.4M	2 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
LEGACY GROUP CRD 134797	Tyler, TX	Advisory firm Sole prop	$89.4M	1 advisors	Percentage of AUM · Hourly charges +2 more	SEC FINRA BBB	View
THREE OAKS WEALTH CRD 171082	Gold River, CA	Advisory firm LLC	$89.3M	3 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
FINANCIAL RESOURCES GROUP, LLC CRD 293380	Glastonbury, CT	Advisory firm LLC	$89.3M	3 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
SPEIGHT ASSET MANAGEMENT, LLC CRD 169106	Houston, TX	Advisory firm LLC	$89.3M	1 advisors	Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE	SEC FINRA BBB	View
GINERIS WEALTH MANAGEMENT CRD 295095	Dyer, IN	Advisory firm LLC	$89.2M	2 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View
DODGE WEALTH MANAGEMENT CRD 170892	Foxboro, MA	Advisory firm Sole prop	$89.1M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
YOAKUM WEALTH MANAGEMENT CRD 307916	—	Advisory firm Sole prop	$89.1M	1 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View

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