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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 | |||||
|---|---|---|---|---|---|---|---|
| TROMBLEY WEALTH MANAGEMENT CRD 312536 | Wilbraham, MA | Advisory firm LLC | $81.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLEGA CAPITAL MANAGEMENT CRD 158829 | — | Advisory firm LLC | $81.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARANTY PRIVATE WEALTH CRD 306385 | Ridgeland, MS | Advisory firm LLC | $81.4M | 3 advisors | Percentage of AUM | View | |
| MACAULAY & ASSOCIATES, LLC CRD 144717 | Fort Mill, SC | Advisory firm LLC | $81.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERING YOUR RETIREMENT CRD 314812 | San Ramon, CA | Advisory firm LLC | $81.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FEARLESS WEALTH CRD 140128 | — | Advisory firm LLC | $81.2M | 1 advisors | Percentage of AUM | View | |
| CORNELL CAPITAL GROUP LLC CRD 301002 | — | Advisory firm LLC | $81.2M | 3 advisors | Percentage of AUM | View | |
| RESOLUTE RETIREMENT CONSULTING CRD 332279 | — | Advisory firm LLC | $81.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DEAN DORTON WEALTH MANAGEMENT, LLC CRD 297616 | Lexington, KY | Advisory firm LLC | $81.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEWOOD FINANCIAL GROUP, LLC CRD 339568 | — | Advisory firm LLC | $81.1M | 3 advisors | Percentage of AUM | View | |
| RATHNAM CAPITAL, LLC CRD 154226 | Leesburg, VA | Advisory firm LLC | $81.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAL VISTA CAPITAL MANAGEMENT, LLC CRD 159679 | Sun Lakes, AZ | Advisory firm LLC | $81.0M | 2 advisors | Percentage of AUM | View | |
| CHARLESTON WEALTH ADVISORS CRD 319565 | Mount Pleasant, SC | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOR WEALTH ADVISORS, LLC CRD 319761 | Folsom, CA | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL CORNERSTONES, LLC CRD 305120 | The Woodlands, TX | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT ADVISOR GROUP CRD 312448 | DE | Advisory firm LLC | $81.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIGHTWOOD VENTURES, LLC CRD 165835 | — | Advisory firm LLC | $80.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DALLAS FINANCIAL ADVISORS, LLC CRD 328001 | Dallas, TX | Advisory firm LLC | $80.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKTHORN ASSET MANAGEMENT LLC CRD 149442 | — | Advisory firm LLC | $80.9M | 1 advisors | Percentage of AUM | View | |
| SARANAP WEALTH ADVISORS CRD 284277 | Walnut Creek, CA | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC HORIZON INVESTMENT MANAGEMENT LLC CRD 119120 | Seattle, WA | Advisory firm LLC | $80.8M | 2 advisors | Percentage of AUM | View | |
| ISLAND FINANCIAL ADVISORS CRD 311662 | Toms River, NJ | Advisory firm LLP | $80.8M | 1 advisors | Percentage of AUM | View | |
| COLUCCI WEALTH MANAGEMENT LLC CRD 338046 | Brightwaters, NY | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM | View | |
| LAKESHORE ADVISORS CRD 329497 | Winter Park, FL | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM; Hourly charges | View |