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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPOSURE WEALTH MANAGEMENT, LLC CRD 304169 | — | Advisory firm LLC | $82.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LUMIERE FINANCIAL CRD 319171 | New York, NY | Advisory firm LLC | $82.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTRAST CAPITAL MANAGEMENT, LLC CRD 163534 | Miami, FL | Advisory firm LLC | $82.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KULEANA CAPITAL MANAGEMENT LLC CRD 287732 | Free Union, VA | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRE FINANCIAL GROUP, LLC CRD 139382 | — | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKE WATER ADVISORY, LLC CRD 327854 | — | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FRUITAGE FINANCIAL LLC CRD 283352 | Fort Collins, CO | Advisory firm LLC | $82.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYJC CAPITAL OF WNY CRD 325574 | Lakeville, NY | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSON CAPITAL MANAGEMENT LLC CRD 145220 | Boulder, CO | Advisory firm LLC | $82.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DORCHESTER ADVISORS LLC CRD 154460 | Short Hills, NJ | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PATHWAY FINANCIAL ADVISORY, LLC CRD 336511 | — | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHT CAPITAL MANAGEMENT LLC CRD 297161 | — | Advisory firm LLC | $82.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRP CAPITAL ADVISORS, LLC CRD 281098 | Birmingham, MI | Advisory firm LLC | $82.5M | 9 advisors | Performance-based fees; WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO | View | |
| MANENT CAPITAL CRD 306353 | — | Advisory firm LLC | $82.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PRIVATE FAMILY ADVISORS, LLC CRD 285617 | St.. Louis, MO | Advisory firm LLC | $82.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ZENITH INVESTMENT MANAGEMENT, LLC CRD 288565 | Scottsdale, AZ | Advisory firm LLC | $82.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOLDFAST WEALTH MANAGEMENT, LLC CRD 168007 | — | Advisory firm LLC | $82.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PULVER CAPITAL MANAGEMENT LLC CRD 152304 | Summit, NJ | Advisory firm LLC | $82.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EAGLESTRONG FINANCIAL CRD 288413 | Memphis, TN | Advisory firm LLC | $82.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KEJ FINANCIAL ADVISORS CRD 144759 | — | Advisory firm LLC | $82.3M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| OAKLEIGH WEALTH SERVICES CRD 323914 | Crozet, VA | Advisory firm LLC | $82.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| CARDINAL WEALTH ADVISORS, L.L.C. CRD 134758 | Edina, MN | Advisory firm LLC | $82.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REMOTE FINANCIAL PLANNER, LLC CRD 284297 | West Palm Beach, FL | Advisory firm LLC | $82.2M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| WINTHROP PARTNERS - EPA, LLC CRD 282098 | Buffalo, NY | Advisory firm LLC | $82.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |