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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 | |||||
|---|---|---|---|---|---|---|---|
| API FINANCIAL ADVISORS, LLC CRD 304586 | Rockledge, FL | Advisory firm LLC | $84.7M | 13 advisors | Percentage of AUM; Hourly charges | View | |
| CGM INVESTMENT MANAGEMENT CRD 114262 | — | Advisory firm Sole prop | $84.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WTO ADVISORS, LLC CRD 317923 | Edmond, OK | Advisory firm LLC | $84.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROUP RMC INVESTMENT ADVISOR LLC CRD 318504 | New York, NY | Advisory firm LLC | $84.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOUNTAIN PEAK WEALTH ADVISORS, LLC CRD 285251 | Fort Wayne, IN | Advisory firm LLC | $84.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLEBURY ASSET MANAGEMENT LLC CRD 297811 | — | Advisory firm LLC | $84.5M | 1 advisors | Percentage of AUM | View | |
| BUFFALO VALLEY WEALTH PLUS CRD 307918 | Mifflinburg, PA | Advisory firm LLC | $84.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SONGBIRD CAPITAL, LLC CRD 158074 | Princeton, NJ | Advisory firm LLC | $84.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWEETWATER FINANCIAL ADVISORS, LLC CRD 118372 | Sugar Land, TX | Advisory firm LLC | $84.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLARITY CAPITAL MANAGEMENT LLC CRD 290179 | — | Advisory firm LLC | $84.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOULENCE WEALTH MANAGEMENT, LLC CRD 167898 | Pleasant Grove, UT | Advisory firm LLC | $84.4M | 5 advisors | Percentage of AUM | View | |
| SOESBE FINANCIAL CRD 307384 | Sacramento, CA | Advisory firm LLC | $84.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BETHESDA FINANCIAL ADVISORS, LLC CRD 170715 | Bethesda, MD | Advisory firm LLC | $84.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTWORKS FINANCIAL PLANNING LLC CRD 170394 | Lexington, SC | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DERASTONE CRD 153748 | NY | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EREZ ASSET MANAGEMENT, LLC CRD 332027 | New Rochelle, NY | Advisory firm LLC | $84.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DYNAMIC ASSET MANAGEMENT GROUP LLC CRD 159692 | Bloomfield Hills, MI | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM | View | |
| COLLABORATIVE WEALTH ADVISORS, LLC CRD 128431 | Westford, MA | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC FINANCIAL PLANNERS, LLC CRD 132314 | Laguna Niguel, CA | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSEWOOD WEALTH MANAGEMENT CRD 284837 | — | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM | View | |
| WINDERMERE WEALTH ADVISORS, LLC CRD 153114 | Elm Grove, WI | Advisory firm LLC | $84.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPLETE ADVISORS CRD 307127 | Valley Stream, NY | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC CRD 169980 | New York, NY | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM | View | |
| TITAN CAPITAL MANAGEMENT CRD 319447 | Scottsdale, AZ | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |