Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| PORTSIDE INVESTMENT ADVISORS, LLC CRD 294494 | Port Washington, WI | Advisory firm LLC | $76.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CATHAY CAPITAL NA, LLC CRD 268816 | New York, NY | Advisory firm LLC | $76.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC CRD 298614 | Princeton, NJ | Advisory firm LLC | $76.6M | 1 advisors | Percentage of AUM; SOLICITOR/ENDORSEMENT FEES | View | |
| FORWARD FINANCIAL LLC CRD 316517 | Houston, TX | Advisory firm LLC | $76.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROVIZR CRD 284252 | Ann Arbor, MI | Advisory firm LLC | $76.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE CAPITAL CONSULTING, LLC CRD 283663 | Newport Beach, CA | Advisory firm LLC | $76.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENUINE WEALTH ADVISORS, LLC CRD 313842 | Indianapolis, IN | Advisory firm LLC | $76.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARLAND AND GREENWOOD WEALTH ADVISORS LLC CRD 318815 | Roland, AR | Advisory firm LLC | $76.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRIDER CAPITAL, LLC CRD 310923 | — | Advisory firm LLC | $76.5M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| OLSON, CROSS & ALAMO ADVISORS LLC CRD 157960 | Red Bank, NJ | Advisory firm LLC | $76.5M | 1 advisors | Percentage of AUM | View | |
| ENDOWMENT PARTNERS LLC CRD 306325 | Las Vegas, NV | Advisory firm LLC | $76.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRYM ADVISORS LLC CRD 300090 | Fort Lauderdale, FL | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM | View | |
| CELESTIAL WEALTH MANAGEMENT CRD 311089 | — | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| MORGAN STEVENS ASSET MANAGEMENT, LLC CRD 174928 | — | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM | View | |
| IMPACT ADVISORS GROUP CRD 310716 | — | Advisory firm LLC | $76.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR WEALTH ADVISORS, LLC CRD 300980 | Cockeysville, MD | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL TRUST WEALTH MANAGEMENT CRD 150860 | — | Advisory firm LLC | $76.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE MCBRIDE GROUP CRD 150179 | Petaluma, CA | Advisory firm LLC | $76.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGEBROOKE CAPITAL MANAGEMENT LLC CRD 311117 | Cookeville, TN | Advisory firm LLC | $76.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SALEM ADVISORY GROUP LLC CRD 145697 | Wells, ME | Advisory firm LLC | $76.2M | 4 advisors | Percentage of AUM | View | |
| O ASSET MANAGEMENT LLC CRD 336682 | Fairport, NY | Advisory firm LLC | $76.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| 2260 WEST CRD 310460 | Bend, OR | Advisory firm LLC | $76.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUSINE WEALTH CRD 172692 | Scottsdale, AZ | Advisory firm LLC | $76.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEIGELFAM CRD 310903 | CA | Advisory firm LLC | $76.1M | 2 advisors | Percentage of AUM; Fixed fees | View |