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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL COMPASS LLC CRD 148773 | — | Advisory firm LLC | $83.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOGBOOK FINANCIAL PLANNING, LLC CRD 286100 | — | Advisory firm LLC | $83.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLON CAPITAL MANAGEMENT CRD 159420 | Ambler, PA | Advisory firm LLC | $83.6M | 3 advisors | Percentage of AUM | View | |
| CIRCA CAPITAL, LLC CRD 158694 | Alpharetta, GA | Advisory firm LLC | $83.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| 7TH HARVEST INVESTMENTS CRD 139792 | Dallas, TX | Advisory firm LLC | $83.3M | 3 advisors | Percentage of AUM | View | |
| CAPROCK WEALTH MANAGEMENT CRD 333678 | Little Rock, AR | Advisory firm LLC | $83.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR CAPITAL FUNDS, LLC CRD 138526 | New York, NY | Advisory firm LLC | $83.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROXY WEALTH ADVISORS LLC CRD 298080 | Windermere, FL | Advisory firm LLC | $83.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFIANT FINANCIAL SERVICES LLC CRD 314403 | Westlake, OH | Advisory firm LLC | $83.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOOTPACK FINANCIAL PARTNERS, LLC CRD 310983 | — | Advisory firm LLC | $83.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENDLETON STREET ADVISORS, LLC CRD 168040 | Columbia, SC | Advisory firm LLC | $83.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PILOT ASSET MANAGEMENT LLC CRD 148146 | Winnetka, IL | Advisory firm LLC | $83.1M | 1 advisors | Percentage of AUM | View | |
| STEWARDSHIP FINANCIAL CRD 281386 | Gilbert, AZ | Advisory firm LLC | $83.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HEARTWOOD FINANCIAL SERVICES CRD 161998 | — | Advisory firm LLC | $83.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PECORA CAPITAL LLC CRD 308178 | Miami, FL | Advisory firm LLC | $83.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MEKETA CAPITAL, LLC CRD 328303 | Denver, CO | Advisory firm LLC | $83.0M | 14 advisors | Percentage of AUM | View | |
| GALARIA CAPITAL MANAGEMENT, LLC CRD 123658 | — | Advisory firm LLC | $83.0M | 1 advisors | Percentage of AUM | View | |
| POLYMATH INVESTMENTS LLC CRD 333348 | — | Advisory firm LLC | $83.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| O'CONNOR FINANCIAL GROUP, LLC CRD 156164 | — | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| M&M WEALTH MANAGEMENT, LLC CRD 170859 | Fort Myers, FL | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNETH E. BOONE WEALTH MANAGEMENT, LLC CRD 111971 | Oakdale, CA | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BIRCH CREEK CAPITAL, LLC CRD 158730 | Wynnewood, PA | Advisory firm LLC | $82.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLER FINANCIAL GROUP, LLC CRD 139249 | Portland, OR | Advisory firm LLC | $82.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KUKUI TREE CAPITAL MANAGEMENT LLC CRD 330374 | Palo Alto, CA | Advisory firm LLC | $82.8M | 1 advisors | Percentage of AUM | View |