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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 | |||||
|---|---|---|---|---|---|---|---|
| M.A. WHELAN FINANCIAL PLANNING CRD 140357 | NY | Advisory firm Sole prop | $77.4M | 1 advisors | Fixed fees | View | |
| OPEN RANGE FINANCIAL GROUP, LLC CRD 175296 | Waco, TX | Advisory firm LLC | $77.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GPS FINANCIAL, LLC CRD 290227 | Pittsford, NY | Advisory firm LLC | $77.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALUPKA ASSET MANAGEMENT CRD 158410 | Driggs, ID | Advisory firm LLC | $77.2M | 1 advisors | Percentage of AUM | View | |
| PALM CAPITAL GROUP LLC CRD 333395 | — | Advisory firm LLC | $77.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OBJECTIVE WEALTH, LLC CRD 305321 | — | Advisory firm LLC | $77.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHBOOST ADVISORS, LLC CRD 285273 | San Francisco, CA | Advisory firm LLC | $77.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC CRD 324817 | Mission Woods, KS | Advisory firm LLC | $77.2M | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| VITALITY CAPITAL MANAGEMENT, LLC CRD 284276 | South Jordan, UT | Advisory firm LLC | $77.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABERLE INVESTMENT MANAGEMENT LLC CRD 286421 | — | Advisory firm LLC | $77.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GK CAPITAL PARTNERS CRD 150604 | Olympia, WA | Advisory firm LLC | $77.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW ENGLAND FINANCIAL GROUP CRD 131686 | Plymouth, MA | Advisory firm Sole prop | $77.1M | 1 advisors | Percentage of AUM | View | |
| SILTSTONE CAPITAL, LLC CRD 305786 | Houston, TX | Advisory firm LLC | $77.0M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DPCM CRD 150717 | — | Advisory firm LLC | $77.0M | 1 advisors | Percentage of AUM | View | |
| WALTON RAHAL CPAS PLLC CRD 142545 | Boca Raton, FL | Advisory firm Other (specify) | $77.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKESHORE WEALTH MANAGEMENT LLC CRD 331324 | Lake Lotawana, MO | Advisory firm LLC | $77.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOUT CAPITAL MANAGEMENT LLC CRD 120587 | Encinitas, CA | Advisory firm LLC | $76.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MRM FINANCIAL ADVISORS, LLC CRD 290753 | Frisco, TX | Advisory firm LLC | $76.9M | 3 advisors | Percentage of AUM | View | |
| OMNIA FINANCE, LLC CRD 159820 | Fargo, ND | Advisory firm LLC | $76.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| WESTLAKE WEALTH MANAGEMENT LLC CRD 308915 | Seattle, WA | Advisory firm LLC | $76.8M | 3 advisors | Percentage of AUM | View | |
| FBD ASSET MGMT CRD 307216 | Bloomington, MN | Advisory firm LLC | $76.8M | 1 advisors | Percentage of AUM | View | |
| VANSHAP CAPITAL, LLC CRD 162206 | Arlington, VA | Advisory firm LLC | $76.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| POPE WEALTH MANAGEMENT CRD 310296 | Lakewood Ranch, FL | Advisory firm LLC | $76.7M | 1 advisors | Percentage of AUM | View | |
| LYON BERN, LLC CRD 301277 | San Juan, PR | Advisory firm LLC | $76.7M | 3 advisors | Hourly charges; Fixed fees | View |