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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 | |||||
|---|---|---|---|---|---|---|---|
| SKADVISORS, LLC CRD 133532 | — | Advisory firm LLC | $76.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL-E-ADVISORS CRD 297820 | — | Advisory firm LLC | $76.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COWDELL INVESTMENTS, LLC CRD 122933 | — | Advisory firm LLC | $76.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROSPECTIVE VALUE PARTNERS LLC CRD 258786 | Des Moines, IA | Advisory firm LLC | $76.0M | 1 advisors | Percentage of AUM | View | |
| JC FINANCIAL PLANNING & INVESTMENTS, LLC CRD 142703 | — | Advisory firm LLC | $75.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE PATH SOLUTIONS CRD 307479 | — | Advisory firm LLC | $75.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PRISM WEALTH MANAGEMENT CRD 317881 | Wooster, OH | Advisory firm LLC | $75.8M | 3 advisors | Percentage of AUM | View | |
| SBC INVESTMENT MANAGEMENT, LLC CRD 308391 | Scottsdale, AZ | Advisory firm LLC | $75.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VALUEALIGNED PARTNERS CRD 125128 | Red Bank, NJ | Advisory firm LLC | $75.7M | 2 advisors | Percentage of AUM | View | |
| SHEPHERD WEALTH PARTNERS CRD 288920 | — | Advisory firm LLC | $75.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUKE AND DUKE WEALTH MANAGEMENT LLC CRD 290184 | Doylestown, PA | Advisory firm LLC | $75.6M | 4 advisors | Percentage of AUM | View | |
| MONARCH ASSET MANAGEMENT LLC CRD 166444 | Bradenton, FL | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM | View | |
| ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC CRD 336486 | Ridgefield, CT | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REWEY ASSET MANAGEMENT CRD 316640 | — | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BRASS CAPITAL CRD 333892 | — | Advisory firm LLC | $75.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FUTURE WEALTH LLC CRD 283911 | Los Gatos, CA | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NAJARIAN FAMILY OFFICE, LLC CRD 282209 | Chicago, IL | Advisory firm LLC | $75.6M | 4 advisors | Percentage of AUM | View | |
| MOORE INVESTMENT PARTNERS, LLC CRD 322654 | Charlotte, NC | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM | View | |
| WARDLAW WEALTH MANAGEMENT LLC CRD 315408 | Waco, TX | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KPC FINANCIAL SOLUTIONS, LLC CRD 317107 | Southlake, TX | Advisory firm LLC | $75.5M | 3 advisors | Percentage of AUM | View | |
| SANTARA WEALTH MANAGEMENT LLC CRD 333780 | San Diego, CA | Advisory firm LLC | $75.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BON INVESTMENTS, LLC CRD 128420 | — | Advisory firm LLC | $75.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFREHN CONSULTING CRD 138968 | — | Advisory firm Sole prop | $75.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JARDINE FINANCIAL GROUP CRD 175449 | Richardson, TX | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM | View |