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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 | |||||
|---|---|---|---|---|---|---|---|
| EVP CAPITAL ADVISORS, LLC CRD 281360 | — | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAVERSTOCK CAPITAL LLP CRD 340312 | London | Advisory firm LLP | $75.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEL & LONG FINANCIAL MANAGEMENT, LLC CRD 292851 | Greenville, NC | Advisory firm LLC | $75.0M | 2 employees | Percentage of AUM · Hourly charges +1 more | View | |
| KREMPA ASSOCIATES INC. CRD 122284 | Fountainville, PA | Advisory firm Other (specify) | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TELOS WEALTH ADVISORS CRD 328209 | — | Advisory firm LLC | $75.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH & TAX PLANNERS LLC CRD 136450 | Walnut Creek, CA | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERED FINANCIAL CRD 304535 | Carlsbad, CA | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CULBRETH WEALTH MANAGEMENT CRD 325196 | Dacula, GA | Advisory firm LLC | $75.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHLAKE CAPITAL MANAGEMENT, LLC CRD 132006 | — | Advisory firm LLC | $74.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE CHANGE ADVISORY GROUP, LLC CRD 155409 | — | Advisory firm LLC | $74.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CALISI WEALTH MANAGEMENT CRD 336221 | Tempe, AZ | Advisory firm LLC | $74.9M | 1 advisors | Percentage of AUM | View | |
| R.D. SMOTHERS WEALTH MANAGEMENT CRD 329361 | Campbellsville, KY | Advisory firm LLC | $74.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HLV VENTURES CRD 332979 | Hauppauge, NY | Advisory firm LLC | $74.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BEYOND WEALTH ADVISORY LLC CRD 326675 | South San Francisco, CA | Advisory firm LLC | $74.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VORA WEALTH MANAGEMENT, PLLC CRD 153559 | Flagstaff, AZ | Advisory firm LLC | $74.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ON POINT CRNA CRD 312142 | — | Advisory firm LLC | $74.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIDUCIARY PENSION PARTNERS, LLC CRD 226716 | — | Advisory firm LLC | $74.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH ACCEL CRD 330912 | Centerville, OH | Advisory firm LLC | $74.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIRE WEALTH ADVISORS, LLC CRD 288151 | — | Advisory firm LLC | $74.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL PLANNING ASSOCIATES, LLC CRD 159404 | White Plains, NY | Advisory firm LLC | $74.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMC WEALTH MANAGEMENT, LLC CRD 308157 | — | Advisory firm LLC | $74.7M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| STRATUS CAPITAL MANAGEMENT, LLC CRD 169038 | — | Advisory firm LLC | $74.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CENACLE PARTNERS CRD 152228 | — | Advisory firm LLC | $74.6M | 2 advisors | Percentage of AUM | View | |
| RONALD GELOK & ASSOCIATES, LLC CRD 290950 | Naples, FL | Advisory firm LLC | $74.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |