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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 | |||||
|---|---|---|---|---|---|---|---|
| HEINTZ WEALTH MANAGEMENT, LLC CRD 286160 | — | Advisory firm LLC | $80.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CJW CAPITAL, LLC CRD 206514 | — | Advisory firm LLC | $80.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INDEPENDENCE WEALTH CRD 297032 | Voorhees, NJ | Advisory firm LLC | $80.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RCPLANNERS CRD 298369 | — | Advisory firm LLC | $80.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORIGIN WEALTH ADVISERS CRD 171946 | — | Advisory firm LLC | $80.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOCKWOOD WEALTH STRATEGIES, LLC CRD 327781 | — | Advisory firm LLC | $80.6M | 1 advisors | Percentage of AUM | View | |
| PERENNIAL WEALTH ADVISORS, LLC CRD 329913 | Canadian, TX | Advisory firm LLC | $80.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CYPRESS WEALTH ADVISORS, LLC CRD 166414 | Shavano Park, TX | Advisory firm LLC | $80.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSWELL FAMILY WEALTH ADVISORS CRD 150076 | — | Advisory firm LLC | $80.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1 MAIN CAPITAL MANAGEMENT, LLC CRD 328626 | Westport, CT | Advisory firm LLC | $80.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAKE WAY WEALTH MANAGEMENT CRD 301995 | Sioux Falls, SD | Advisory firm LLC | $80.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAF FINANCIAL, L.L.C. CRD 153441 | Baton Rouge, LA | Advisory firm LLC | $80.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVER GREEN WEALTH MANAGEMENT, LLC CRD 297459 | Victor, NY | Advisory firm LLC | $80.3M | 1 advisors | Percentage of AUM | View | |
| LIPSCOMB INVESTMENT GROUP, LLC CRD 131869 | Auburn, AL | Advisory firm LLC | $80.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DGM ASSET MANAGEMENT, L.L.C. CRD 111732 | — | Advisory firm LLC | $80.2M | 1 advisors | Percentage of AUM | View | |
| ABERNATHY GROUP II LLC CRD 152401 | New York, NY | Advisory firm LLC | $80.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KENSINGTON AMI, LLC CRD 145898 | Burbank, CA | Advisory firm LLP | $80.2M | 1 advisors | Percentage of AUM | View | |
| SMART MONEY FINANCIAL ADVISORS, LLC CRD 306937 | Sterling Heights, MI | Advisory firm LLC | $80.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OAK ROAD WEALTH MANAGEMENT CRD 284446 | — | Advisory firm LLC | $80.1M | 3 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT ADVISORS LP CRD 134969 | Houston, TX | Advisory firm LP | $80.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QCI PARTNERS LLC CRD 163567 | — | Advisory firm LLC | $80.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ELITE WEALTH MANAGEMENT CRD 307431 | — | Advisory firm LLC | $80.0M | 1 advisors | Percentage of AUM | View | |
| SEAPORT GLOBAL ASSET MANAGEMENT LLC CRD 298944 | New York, NY | Advisory firm LLC | $80.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ROGUE ADVISORS, LLC CRD 132105 | Grants Pass, OR | Advisory firm LLC | $80.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |