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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 | |||||
|---|---|---|---|---|---|---|---|
| AKM ADVISORY CRD 170187 | Edina, MN | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM | View | |
| WESTERN NEW YORK FINANCIAL GROUP, LLC CRD 306083 | Buffalo, NY | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATHENA ADVISOR SERVICES, LLC CRD 150960 | Lombard, IL | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONE BRIDGE ASSET MANAGEMENT, LLC CRD 159334 | Chattanooga, TN | Advisory firm LLC | $84.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CANOPUS WEALTH MANAGEMENT CRD 287946 | Louisville, KY | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM | View | |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC CRD 112006 | Hermosa Beach, CA | Advisory firm LLC | $84.1M | 3 advisors | Percentage of AUM | View | |
| BRISTOL FINANCIAL LLC CRD 281246 | Clayton, MO | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DOUGLASBRADLEY LLC CRD 119007 | — | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHERWOOD INVESTMENTS CRD 113622 | — | Advisory firm Sole prop | $84.0M | 1 advisors | Percentage of AUM | View | |
| TRINSIC CAPITAL, LLC CRD 165949 | Fort Worth, TX | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM | View | |
| BRIGHTSIDE WEALTH PLANNING, LLC CRD 327899 | Center Valley, PA | Advisory firm LLC | $84.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CULTIVATE FINANCIAL PLANNING CRD 299270 | Radford, VA | Advisory firm LLC | $83.9M | 1 advisors | Fixed fees | View | |
| OMEGA ADVISORY LLC CRD 287459 | Cumming, GA | Advisory firm LLC | $83.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EQUINOX WEALTH MANAGEMENT CRD 299391 | — | Advisory firm Other (specify) | $83.9M | 1 advisors | Percentage of AUM | View | |
| OLIVE WEALTH MANAGEMENT CRD 284132 | Houston, TX | Advisory firm LLC | $83.9M | 2 advisors | Percentage of AUM | View | |
| ON THE TRAIL FINANCIAL PLANNING, LLC CRD 297393 | — | Advisory firm LLC | $83.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GULFSTREAM CAPITAL CRD 165832 | Knoxville, TN | Advisory firm LLC | $83.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC CRD 326646 | Milwaukee, WI | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WELARA CRD 334534 | — | Advisory firm LLC | $83.7M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORA WEALTH CRD 285098 | Atlanta, GA | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON CREEK WEALTH ADVISORS CRD 151363 | — | Advisory firm LLC | $83.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VITA PLANNING GROUP LLC CRD 312323 | Camas, WA | Advisory firm LLC | $83.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUBLE DUTY MONEY MANAGEMENT LLC CRD 326792 | New York, NY | Advisory firm LLC | $83.7M | 3 advisors | Percentage of AUM | View | |
| ARK ALLIANCE FINANCIAL LLC CRD 310539 | — | Advisory firm LLC | $83.7M | 2 advisors | Percentage of AUM; Hourly charges | View |