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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 | |||||
|---|---|---|---|---|---|---|---|
| CASSINI CAPITAL MANAGEMENT, LLC CRD 287861 | Tallahassee, FL | Advisory firm LLC | $74.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MURAWSKI WEALTH MANAGEMENT CRD 332094 | Los Angeles, CA | Advisory firm LLC | $74.5M | 1 advisors | Percentage of AUM | View | |
| TRADITIONAL DIGITAL CRD 339823 | CO | Advisory firm LLC | $74.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TREUSSARD CAPITAL MANAGEMENT CRD 326105 | Newport Beach, CA | Advisory firm LLC | $74.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PROPARTNERS WEALTH CRD 309875 | Columbia, MO | Advisory firm LLC | $74.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| JPS GLOBAL INVESTMENTS, LLC CRD 142974 | — | Advisory firm LLC | $74.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RPM CAPITAL MANAGEMENT, LLC CRD 164200 | AZ | Advisory firm LLC | $74.3M | 1 advisors | Percentage of AUM; DUE DILIGENCE FEES | View | |
| SABER AND SHIELD WEALTH MANAGEMENT, L.L.C CRD 291176 | Garden Ridge, TX | Advisory firm LLC | $74.3M | 3 advisors | Percentage of AUM | View | |
| PONTE VEDRA WEALTH CRD 142080 | Ponte Vedra Beach, FL | Advisory firm Other (specify) | $74.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| RPATA, LLC CRD 285598 | KY | Advisory firm LLC | $74.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWLEY ADVISORS CRD 139335 | Walnut Creek, CA | Advisory firm LLC | $74.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| REYNOLDS CAPITAL MANAGEMENT, LLC CRD 107711 | Las Vegas, NV | Advisory firm LLC | $74.2M | 1 advisors | Percentage of AUM | View | |
| WRIGHT PRIVATE ASSET MANAGEMENT LLC CRD 139570 | Shelton, CT | Advisory firm LLC | $74.1M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ASPIRE WEALTH CRD 307098 | Caledonia, MI | Advisory firm LLC | $74.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON FINANCIAL LLC CRD 282915 | — | Advisory firm LLC | $74.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATLAS WEALTH MANAGEMENT, LLC CRD 160433 | — | Advisory firm LLC | $74.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCED INVESTMENTS CRD 112924 | Englewood, CO | Advisory firm LLC | $74.1M | 2 advisors | Percentage of AUM; Commissions | View | |
| DESIMONE INVESTMENTS, LLC CRD 156990 | — | Advisory firm LLC | $74.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FERGUSON FINANCIAL PLANNING CRD 131538 | — | Advisory firm Sole prop | $74.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCARECROW ADVISORS, LLC CRD 307469 | Savage, MN | Advisory firm LLC | $74.0M | 5 advisors | Percentage of AUM | View | |
| WEGNER ASSET MANAGEMENT, LLC CRD 110866 | — | Advisory firm LLC | $74.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNIQUE FINANCIAL ADVISORS LLC CRD 174124 | Holmdel, NJ | Advisory firm LLC | $74.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUVESTOR WEALTH MANAGEMENT CRD 283807 | — | Advisory firm LLC | $74.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECKMAN WEALTH MANAGEMENT, LLC CRD 159934 | — | Advisory firm LLC | $73.9M | 5 advisors | Percentage of AUM; Fixed fees | View |