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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 | |||||
|---|---|---|---|---|---|---|---|
| GROW FUNDS LLC CRD 269960 | La Jolla, CA | Advisory firm LLC | $86.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THREE RIVERS EXECUTIVE CONSULTING, LLC CRD 311549 | Wexford, PA | Advisory firm LLC | $86.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVER WEALTH MANAGEMENT LLC CRD 309167 | Medina, OH | Advisory firm LLC | $86.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRAC ASSET MANAGEMENT LLC CRD 170662 | Oak Brook, IL | Advisory firm LLC | $86.4M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT LEADERSHIP, LLC CRD 167352 | Forest, VA | Advisory firm LLC | $86.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LASTING MARK RETIREMENT GROUP LLC CRD 325151 | Springfield, MO | Advisory firm LLC | $86.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MICHAEL L. BALL, CPA, LLC CRD 126647 | Atlanta, GA | Advisory firm LLC | $86.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VERITAS FINANCIAL CONSULTING LLC CRD 314363 | Monrovia, CA | Advisory firm LLC | $86.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLOTTE WEALTH MANAGEMENT, LLC CRD 311058 | Charlotte, NC | Advisory firm LLC | $86.2M | 2 advisors | Percentage of AUM | View | |
| CDFINANCIAL CRD 165317 | San Juan Capistrano, CA | Advisory firm LLC | $86.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOLLIN WEALTH MANAGEMENT, LLC CRD 150396 | Perrysburg, OH | Advisory firm LLC | $86.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RGB CAPITAL GROUP CRD 150420 | — | Advisory firm LLC | $86.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVIS FINANCIAL SERVICES CRD 316787 | Dallas, TX | Advisory firm LLC | $86.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAWFORD ASSET MANAGEMENT, LLC CRD 141475 | — | Advisory firm LLC | $86.0M | 1 employees | Percentage of AUM; Hourly charges | View | |
| CERTITUDE ADVISORS, LLC CRD 171228 | Northfield, IL | Advisory firm LLC | $86.0M | 4 advisors | Percentage of AUM | View | |
| INSPIRE WEALTH PARTNERS CRD 305322 | — | Advisory firm LLC | $85.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABBEY HILL FINANCIAL ADVISORS, LLC CRD 126813 | — | Advisory firm LLC | $85.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEAN AVENUE WEALTH MANAGEMENT CRD 154655 | Santa Monica, CA | Advisory firm LLC | $85.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IMPACTADVISOR LLC CRD 175155 | Sf, CA | Advisory firm LLC | $85.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARROW INVESTMENT MANAGEMENT, LLC CRD 334614 | New York, NY | Advisory firm LLC | $85.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAKOS INVESTMENT MANAGEMENT CRD 130351 | — | Advisory firm LLC | $85.6M | 2 advisors | Percentage of AUM | View | |
| DSW INVESTMENT, LLC CRD 156697 | — | Advisory firm LLC | $85.6M | 1 advisors | Percentage of AUM | View | |
| PEDICORD WEALTH MANAGEMENT, LLC CRD 314931 | Rocklin, CA | Advisory firm LLC | $85.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JONES GREGG FINANCIAL, LLC CRD 145143 | Charlotte, NC | Advisory firm LLC | $85.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |