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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 | |||||
|---|---|---|---|---|---|---|---|
| MIDWEST INVESTMENT ADVISORS, LLC CRD 154408 | Fenton, MO | Advisory firm LLC | $78.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTLAND FINANCIAL PLANNING GROUP CRD 116168 | Portland, ME | Advisory firm LLC | $78.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| EMERY PARTNERS LLC CRD 336787 | Boston, MA | Advisory firm LLC | $78.4M | 2 advisors | Percentage of AUM | View | |
| JGR FINANCIAL SOLUTIONS CRD 226585 | — | Advisory firm LLC | $78.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REVERE WEALTH MANAGEMENT LLC CRD 170560 | New York, NY | Advisory firm LLC | $78.3M | 7 advisors | Percentage of AUM | View | |
| RYAN FINANCIAL SOLUTIONS, LLC CRD 312269 | Tualatin, OR | Advisory firm LLC | $78.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EBERSOLE FINANCIAL LLC CRD 171009 | — | Advisory firm LLC | $78.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPPER BEECH WEALTH MANAGEMENT CRD 321059 | Mansfield, MA | Advisory firm LLC | $78.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGLAS A. MCCLENNEN IA CRD 142602 | — | Advisory firm Sole prop | $78.2M | 1 advisors | Hourly charges | View | |
| PRESERVE WEALTH MANAGEMENT CRD 304125 | — | Advisory firm LLC | $78.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLIFIED FINANCIAL PARTNERS CRD 331770 | Calumet, MI | Advisory firm LLC | $78.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VINEYARD FAMILY WEALTH ADVISORS CRD 312336 | Houston, TX | Advisory firm LLC | $78.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RSD ADVISORS CRD 152447 | — | Advisory firm LLC | $78.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CALEDONIA WEALTH MANAGEMENT, LTD. CRD 149649 | Boulder, CO | Advisory firm LLC | $78.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVEST FOR A LIFETIME, LLC CRD 314555 | Red Bank, NJ | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVIDENCE ADVISORS INVESTMENT MANAGEMENT CRD 282234 | Boerne, TX | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ON TRACK FINANCIAL LLC CRD 120542 | Canterbury, NH | Advisory firm LLC | $78.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROCESS DESIGN CAPITAL MANAGEMENT LLC CRD 170789 | Phoenix, AZ | Advisory firm LLC | $78.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ROSMAN ASSET MANAGEMENT, LLC CRD 155922 | — | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SLADEK & WITEK, LLP CRD 127247 | Trumbull, CT | Advisory firm LLP | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THURSTON HALL INVESTMENT RESEARCH, LLC CRD 136700 | Newton, MA | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM | View | |
| TRUSTTREE FINANCIAL LLC CRD 287985 | Huntersville, NC | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAITS INVESTMENTS, LLC CRD 165785 | — | Advisory firm LLC | $78.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MGM INNOVA CAP MANAGEMENT LLC CRD 301918 | Miami, FL | Advisory firm LLC | $78.0M | 6 advisors | Percentage of AUM; Performance-based fees | View |