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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 | |||||
|---|---|---|---|---|---|---|---|
| CANDOR WEALTH MANAGEMENT, LLC CRD 329951 | Dallas, TX | Advisory firm LLC | $87.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASSURED ADVISORY GROUP, LLC CRD 316449 | East Dundee, IL | Advisory firm LLC | $87.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| YEARWOOD YOUNG ADVISORS CRD 307719 | Brooklyn, NY | Advisory firm LLC | $87.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLINGTON CAPITAL MANAGEMENT, LLC CRD 128697 | Akron, OH | Advisory firm LLC | $87.1M | 3 advisors | Percentage of AUM | View | |
| INTEGRA ASSET ADVISORS, L.C. CRD 114394 | — | Advisory firm LLC | $87.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOALEN CAPITAL ADVISORS, LLC CRD 312298 | West Valley, UT | Advisory firm LLC | $87.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRIKAL PARTNERS LLC CRD 282691 | — | Advisory firm LLC | $87.0M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| ORASIS CAPITAL CRD 172536 | Geneva | Advisory firm Other (specify) | $87.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SPITFIRE CAPITAL LLC CRD 143766 | San Rafael, CA | Advisory firm LLC | $87.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ECOS WEALTH ADVISORS CRD 328271 | Clarkston, MI | Advisory firm LLC | $86.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAGUNA COAST CAPITAL CRD 316171 | — | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM | View | |
| RETIREPATH WEALTH, LLC CRD 324109 | Little Rock, AR | Advisory firm LLC | $86.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CATHEDRAL SQUARE CAPITAL CRD 319149 | Tulsa, OK | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLINE FINANCIAL CONCEPTS, LLC CRD 135679 | Champaign, IL | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROWLEY FINANCIAL LLC CRD 299182 | — | Advisory firm LLC | $86.8M | 2 advisors | Percentage of AUM | View | |
| ARC ASSET MANAGEMENT LLC CRD 329460 | Atlanta, GA | Advisory firm LLC | $86.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GIBCO CAPITAL ADVISORS CRD 319407 | Clinton, OK | Advisory firm LLC | $86.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SONMORE FINANCIAL LLC CRD 311485 | Chandler, AZ | Advisory firm LLC | $86.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WAKELY INVESTMENT MANAGEMENT CRD 167206 | Boston, MA | Advisory firm LLC | $86.7M | 3 advisors | Percentage of AUM | View | |
| SILVERBACK FINANCIAL CRD 299520 | — | Advisory firm LLC | $86.6M | 1 advisors | Percentage of AUM | View | |
| HIGH ROAD CAPITAL PARTNERS, LLC CRD 161515 | CT | Advisory firm LLC | $86.6M | 4 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL | View | |
| CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC CRD 124322 | Daphne, AL | Advisory firm LLC | $86.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| JHP PLANNING, LLC CRD 336436 | Salt Lake City, UT | Advisory firm LLC | $86.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONSTREAM CAPITAL, LLC CRD 292624 | — | Advisory firm LLC | $86.5M | 1 advisors | Percentage of AUM | View |