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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 | |||||
|---|---|---|---|---|---|---|---|
| LONGENECKER FINANCIAL SERVICES CRD 321686 | Des Moines, IA | Advisory firm LLC | $82.1M | 2 advisors | Percentage of AUM | View | |
| H. L. LICHSTRAHL & COMPANY, LLC CRD 112124 | Arlington, VA | Advisory firm LLC | $82.0M | 1 advisors | Percentage of AUM | View | |
| FLYNN FINANCIAL, LLC CRD 157882 | Blakely, PA | Advisory firm LLC | $82.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLESIS ADVISORS, LLC CRD 312793 | Walnut Creek, CA | Advisory firm LLC | $82.0M | 1 advisors | Percentage of AUM | View | |
| NIX WEALTH MANAGEMENT CRD 114091 | Sacramento, CA | Advisory firm Sole prop | $82.0M | 3 advisors | Percentage of AUM | View | |
| PLAN2RETIRE CRD 146827 | Hagerstown, MD | Advisory firm LLC | $82.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| L&L PARTNERS WEALTH MANAGEMENT, LLC CRD 140077 | Suffern, NY | Advisory firm LLC | $81.8M | 2 advisors | Percentage of AUM | View | |
| DASTA INVESTMENTS LLC CRD 315589 | New York, NY | Advisory firm LLC | $81.8M | 2 advisors | SUBSCRIPTION FEES | View | |
| LONG RIVER INVESTMENT MANAGEMENT LLC CRD 298530 | — | Advisory firm LLC | $81.8M | 1 advisors | Percentage of AUM | View | |
| FRONTIER ADVISORS, LLC CRD 150839 | — | Advisory firm LLC | $81.7M | 1 advisors | Percentage of AUM | View | |
| EVERWEALTH CRD 129458 | Tulsa, OK | Advisory firm LLC | $81.7M | 2 advisors | Percentage of AUM; PENSION CONSULTING FEE | View | |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC CRD 292786 | Milwaukee, WI | Advisory firm LLC | $81.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TENERE FINANCIAL CRD 171808 | — | Advisory firm LLC | $81.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLY INTELLIGENCE CRD 315259 | Denver, CO | Advisory firm LLC | $81.7M | 2 advisors | Percentage of AUM | View | |
| DESERT CAPITAL ADVISORS, LLC CRD 312715 | Henderson, NV | Advisory firm LLC | $81.6M | 1 advisors | Percentage of AUM | View | |
| CYPRESS PATH CAPITAL, LLC CRD 133975 | Carmel, CA | Advisory firm LLC | $81.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLHOEFT FINANCIAL, LLC CRD 139870 | — | Advisory firm LLC | $81.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMART STEPS WEALTH MANAGEMENT LLC CRD 330411 | St.. Louis, MO | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET ADVISORS, LLC CRD 121797 | Westminster, MD | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISION WEALTH ADVISORS, LLC CRD 330228 | Lewisburg, PA | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINE CAPITAL CRD 129889 | Portland, ME | Advisory firm LLC | $81.5M | 2 advisors | Percentage of AUM | View | |
| AVENUES WEALTH, LLC CRD 290433 | Winter Park, FL | Advisory firm LLC | $81.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSBY ADVISORY GROUP, LLC CRD 282673 | Ashland, OH | Advisory firm LLC | $81.4M | 3 advisors | Percentage of AUM | View | |
| BETTEREDGE CAPITAL LLC CRD 334496 | New York, NY | Advisory firm LLC | $81.4M | 1 advisors | Fixed fees | View |