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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 | |||||
|---|---|---|---|---|---|---|---|
| DIGITAL ASSET INVESTMENT MANAGEMENT CRD 294098 | Palm Beach Gardens, FL | Advisory firm LLC | $80.0M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CAPITAL CITY ASSET MANAGEMENT GROUP, LLC CRD 134008 | Powell, OH | Advisory firm LLC | $79.9M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GPS FINANCIAL GROUP, LLC CRD 281534 | Grand Rapids, MI | Advisory firm LLC | $79.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARENA WEALTH MANAGEMENT LLC CRD 326631 | Fort Wayne, IN | Advisory firm LLC | $79.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FOXSTONE FINANCIAL CRD 284268 | Lone Tree, CO | Advisory firm LLC | $79.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC CREST FINANCIAL ADVISORS, LLC CRD 155774 | Everett, WA | Advisory firm LLC | $79.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORAL REEF ADVISORS LLC CRD 328929 | Ponte Vedra Beach, FL | Advisory firm LLC | $79.8M | 2 advisors | Percentage of AUM | View | |
| ROYAL ASSET MANAGERS CRD 128340 | — | Advisory firm LLC | $79.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERONA CAPITAL MANAGEMENT LLC CRD 111417 | — | Advisory firm LLC | $79.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SUMMA CAPITAL MANAGEMENT LLC CRD 139984 | Santa Barbara, CA | Advisory firm LLC | $79.7M | 1 advisors | Percentage of AUM | View | |
| ROCKFORD FINANCIAL PLANNING CRD 312048 | — | Advisory firm LLC | $79.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGEPOINTE ADVISORS LLC CRD 288883 | — | Advisory firm LLC | $79.6M | 1 advisors | Percentage of AUM | View | |
| PROMENADE WEALTH CRD 306891 | — | Advisory firm LLC | $79.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARCHER WEALTH ADVISORS CRD 330575 | Coeur D'Alene, ID | Advisory firm LLC | $79.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC CRD 165451 | Newport Beach, CA | Advisory firm LLC | $79.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SUN VALLEY ADVISORY CRD 330092 | Scottsdale, AZ | Advisory firm LLC | $79.5M | 6 advisors | Percentage of AUM | View | |
| MINERVA WEALTH ADVISORY CRD 282723 | New York, NY | Advisory firm LLC | $79.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH MANAGEMENT LLC CRD 335792 | South Natick, MA | Advisory firm LLC | $79.5M | 4 advisors | Percentage of AUM | View | |
| BREXTON FAMILY FINANCIAL, LLC CRD 309643 | — | Advisory firm LLC | $79.4M | 2 advisors | Fixed fees | View | |
| PRAGMATIC PORTFOLIOS, LLC CRD 153764 | — | Advisory firm LLC | $79.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| S SQUARED ADVISORS LLC CRD 283785 | Austin, TX | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ANEW ADVISORS, LLC CRD 316462 | Wauwatosa, WI | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HG TAILORED FINANCIAL SERVICES CRD 317598 | Dallas, TX | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HERR CAPITAL MANAGEMENT LLC CRD 122965 | Chicago, IL | Advisory firm LLC | $79.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |