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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 | |||||
|---|---|---|---|---|---|---|---|
| HUFFMAN WEALTH MANAGEMENT CRD 322238 | Cincinnati, OH | Advisory firm LLC | $85.6M | 1 advisors | Percentage of AUM | View | |
| SEAGRASS FINANCIAL, LLC CRD 281256 | — | Advisory firm LLC | $85.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| REICHER CAPITAL MANAGEMENT, LLC CRD 317785 | Kentfield, CA | Advisory firm LLC | $85.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTIMUM RETIREMENT PLANNING LLC CRD 312732 | Lake Forest, IL | Advisory firm LLC | $85.4M | 1 advisors | Fixed fees | View | |
| SCHUTT CAPITAL MANAGEMENT LLC CRD 149266 | Richmond, VA | Advisory firm LLC | $85.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COLMINA, LLC CRD 289191 | Seattle, WA | Advisory firm LLC | $85.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANE O'LEARY LLC CRD 286450 | Bloomington, MN | Advisory firm LLC | $85.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALONGSIDE WEALTH ADVISORS, LLC CRD 323235 | — | Advisory firm LLC | $85.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUNRISE CAPITAL MANAGEMENT LLC CRD 235789 | — | Advisory firm LLC | $85.3M | 0 total employees | Percentage of AUM | View | |
| FAIRWAY CAPITAL MANAGEMENT, LLC CRD 312918 | Chicago, IL | Advisory firm LLC | $85.2M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GUIDING FINANCIAL CRD 311779 | — | Advisory firm LLC | $85.2M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| JARROD ADAMS INVESTING, LLC CRD 164119 | Mooresville, NC | Advisory firm LLC | $85.2M | 2 advisors | Percentage of AUM | View | |
| CANTATA WEALTH MANAGEMENT, LLC CRD 332526 | Coral Gables, FL | Advisory firm LLC | $85.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PEAK CAPITAL MANAGEMENT CRD 144600 | Stuart, FL | Advisory firm LLC | $85.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED FINANCIAL SOLUTIONS, PLLC CRD 291326 | Mesa, AZ | Advisory firm LLC | $85.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IDYLLIC PARTNERS MANAGER, LP CRD 339892 | Sleepy Hollow, NY | Advisory firm LP | $85.0M | 1 advisors | Percentage of AUM | View | |
| SPIRIT GLOBAL INVESTMENT ADVISORS, LLC CRD 169442 | San Diego, CA | Advisory firm LLC | $85.0M | 1 advisors | Percentage of AUM | View | |
| CRAFTED FINANCE, LLC CRD 283318 | — | Advisory firm LLC | $85.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDATION WEALTH & TAX ADVISORS, LLC CRD 317596 | Annapolis, MD | Advisory firm LLC | $85.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFETIME CAPITAL PLANNING GROUP LLC CRD 292120 | Flower Mound, TX | Advisory firm LLC | $85.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEDZIOR WEALTH MANAGEMENT LLC CRD 289293 | Independence, OH | Advisory firm LLC | $85.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OAK STREET ADVISORY GROUP, LLC CRD 283444 | — | Advisory firm LLC | $84.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCORMICK FINANCIAL ADVISORS, LLC CRD 289043 | — | Advisory firm LLC | $84.8M | 1 advisors | Percentage of AUM | View | |
| QUIVER FINANCIAL HOLDINGS LLC CRD 305224 | San Clemente, CA | Advisory firm LLC | $84.7M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View |