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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 | |||||
|---|---|---|---|---|---|---|---|
| PARK + ELM INVESTMENT ADVISERS CRD 146233 | Carmel, IN | Advisory firm LLC | $88.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANKLAND FINANCIAL ADVISORS, LLC CRD 139562 | CA | Advisory firm LLC | $88.2M | 1 advisors | Percentage of AUM | View | |
| GUIDANCE POINT RETIREMENT SERVICES, LLC CRD 161000 | Portland, ME | Advisory firm LLC | $88.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLROCK CAPITAL, LLC CRD 286041 | — | Advisory firm LLC | $88.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWIFT RUN CAPITAL MANAGEMENT CRD 159345 | Charlottesville, VA | Advisory firm LLC | $88.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SETTLEMENT CAPITAL ADVISORS CRD 155250 | West Linn, OR | Advisory firm LLC | $88.0M | 3 advisors | Percentage of AUM | View | |
| ACTION POINT RETIREMENT GROUP LLC CRD 282058 | — | Advisory firm LLC | $88.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COPE PRIVATE WEALTH CRD 309351 | Birmingham, AL | Advisory firm LLC | $88.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINDEN WEALTH MANAGEMENT LLC CRD 281995 | Oak Park, IL | Advisory firm LLC | $88.0M | 1 advisors | Percentage of AUM | View | |
| SPARTAN CAPITAL MANAGEMENT, LLC CRD 298469 | — | Advisory firm LLC | $88.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HELM FINANCIAL PLANNING LLC CRD 281255 | — | Advisory firm LLC | $88.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPULUS CRD 304763 | Doylestown, PA | Advisory firm LLC | $88.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRESERVE PRIVATE WEALTH, LLC CRD 324362 | Bethesda, MD | Advisory firm LLC | $88.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEXION CAPITAL MANAGEMENT LP CRD 153273 | New York, NY | Advisory firm LP | $87.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RED LADY CAPITAL MANAGEMENT, LLC CRD 159840 | Crested Butte, CO | Advisory firm LLC | $87.9M | 1 advisors | Percentage of AUM | View | |
| WEALTHFD CRD 299248 | Conshohocken, PA | Advisory firm LLC | $87.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST FAMILY WEALTH CRD 338250 | Murfreesboro, TN | Advisory firm LLC | $87.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SULLIVAN WOOD CAPITAL MANAGEMENT, LLC CRD 124146 | Washington, DC | Advisory firm LLC | $87.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WENDT FINANCIAL ADVISORS, LLC CRD 308918 | — | Advisory firm LLC | $87.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GRAFF FINANCIAL LLC CRD 154976 | Edina, MN | Advisory firm LLC | $87.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PIH INVESTMENTS, LLC CRD 166867 | South Pasadena, CA | Advisory firm LLC | $87.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WEALTHPLAN LLC CRD 306820 | Great Neck, NY | Advisory firm LLC | $87.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NOBLE HILL PLANNING LLC CRD 316497 | — | Advisory firm LLC | $87.5M | 1 advisors | Fixed fees | View | |
| REDWOOD MONEY CRD 317667 | — | Advisory firm LLC | $87.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |