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 | |||||
|---|---|---|---|---|---|---|---|
| ACTIVE WEALTH ADVISORS CRD 336793 | Woodcliff Lake, NJ | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM | View | |
| SQN CAPITAL MANAGEMENT, LLC CRD 158704 | New York, NY | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TELOS WEALTH CRD 327439 | Wenatchee, WA | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NW ADVISORY CRD 309480 | — | Advisory firm LLC | $75.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JOHN MCANDREW FINANCIAL ADVISORS LLC CRD 268800 | — | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MAGEN WEALTH MANAGEMENT, LLC CRD 175157 | Miami, FL | Advisory firm LLC | $75.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTHTARGET INVESTMENT ADVISORS, LLC CRD 124036 | Bakersfield, CA | Advisory firm LLC | $75.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOYER WEALTH MANAGEMENT CRD 317908 | — | Advisory firm LLC | $75.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BASELINE PARTNERS LLC CRD 301762 | Mesa, AZ | Advisory firm LLC | $75.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TUSHAUS WEALTH MANAGEMENT CRD 314067 | Scottsdale, AZ | Advisory firm LLC | $75.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PROVENIRE CAPITAL LLC CRD 170390 | Eden Prairie, MN | Advisory firm LLC | $75.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VAULTIS PRIVATE WEALTH LTD CRD 288118 | — | Advisory firm LLC | $75.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARKIN FINANCIAL ADVISORS, LLC CRD 166313 | Savannah, GA | Advisory firm LLC | $75.2M | 1 advisors | Percentage of AUM | View | |
| KANE FINANCIAL CRD 291231 | Waterville, NY | Advisory firm LLC | $75.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYBOX FINANCIAL GROUP LLC CRD 148939 | Middleburg Heights, OH | Advisory firm LLC | $75.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA FINANCIAL ADVISORS, LLC CRD 141044 | Ramsey, NJ | Advisory firm LLC | $75.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC CRD 131300 | San Antonio, TX | Advisory firm LLC | $75.1M | 2 advisors | Percentage of AUM | View | |
| LAVA CREEK CAPITAL MANAGEMENT, LLC CRD 165536 | San Rafael, CA | Advisory firm LLC | $75.1M | 2 advisors | Percentage of AUM | View | |
| AVANTI WEALTH MANAGEMENT CRD 319737 | Rutherford, NJ | Advisory firm LLC | $75.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE MCGOWAN CRD 297785 | Little Rock, AR | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARKELL ASSET MANAGEMENT, LLC CRD 159418 | Bozeman, MT | Advisory firm LLC | $75.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PBL WEALTH MANAGEMENT CRD 178522 | Austin, TX | Advisory firm LLC | $75.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASG CAPITAL CRD 149013 | Miami, FL | Advisory firm LLC | $75.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLOVER LEAF FINANCIAL LLC CRD 335751 | Fairport, NY | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM; Fixed fees | View |