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 | |||||
|---|---|---|---|---|---|---|---|
| PROSPERIFI LLC CRD 292771 | Des Plaines, IL | Advisory firm LLC | $73.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEANUS CAPITAL PARTNERS, LLC CRD 314081 | Ponte Vedra Beach, FL | Advisory firm LLC | $73.9M | 1 advisors | Percentage of AUM | View | |
| REYE PARTNERS ASSET MANAGEMENT LLC CRD 135338 | — | Advisory firm LLC | $73.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MONTEITH WEALTH CRD 308179 | Bozeman, MT | Advisory firm LLC | $73.7M | 3 advisors | Percentage of AUM | View | |
| FAISON CAPITAL LLC CRD 112268 | — | Advisory firm LLC | $73.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSWESTERN CAPITAL ADVISORS, LLC CRD 141605 | Newport, RI | Advisory firm LLC | $73.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BELLA WEALTH MANAGEMENT, LLC CRD 335319 | Roswell, GA | Advisory firm LLC | $73.7M | 4 advisors | Percentage of AUM | View | |
| MOUNTAIN VIEW FINANCIAL ADVISORS CRD 297765 | — | Advisory firm LLC | $73.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROW WITH ME CRD 299304 | — | Advisory firm LLC | $73.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIGN FINANCIAL ADVISORS, LLC CRD 333905 | Mckinney, TX | Advisory firm LLC | $73.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLOS INVESTMENT ADVISORS, LLC CRD 155541 | Overland Park, KS | Advisory firm LLC | $73.6M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC CRD 328341 | West Fargo, ND | Advisory firm LLC | $73.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESILIENT ASSET MANAGEMENT CRD 285534 | Memphis, TN | Advisory firm LLC | $73.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANTHONY INVESTMENT MANAGEMENT, LLC CRD 161784 | Wheeling, WV | Advisory firm LLC | $73.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH MANAGEMENT CONSULTANTS, LLC CRD 283606 | — | Advisory firm LLC | $73.5M | 1 advisors | Percentage of AUM | View | |
| LEWIS ADVISORY GROUP CRD 151307 | — | Advisory firm Sole prop | $73.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLIDITY FINANCIAL LLC CRD 157308 | Shoreview, MN | Advisory firm LLC | $73.5M | 1 advisors | Percentage of AUM | View | |
| RAINIER WEALTH MANAGEMENT LLC CRD 162125 | — | Advisory firm LLC | $73.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIX WEALTH CRD 328329 | Scottsdale, AZ | Advisory firm LLC | $73.4M | 2 advisors | Percentage of AUM | View | |
| GILDER PARTNERS FOR GROWTH, LLC CRD 306620 | Raleigh, NC | Advisory firm LLC | $73.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MILES BROWN ASSET MANAGEMENT CRD 283960 | Santa Rosa, CA | Advisory firm LLC | $73.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE HILL ADVISORY AND MANAGEMENT LLC CRD 149365 | Saratoga Springs, NY | Advisory firm LLC | $73.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELM FINANCIAL ADVISORS, LLC CRD 128071 | — | Advisory firm LLC | $73.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| BONACORSI WEALTH MANAGEMENT CRD 152568 | Amherst, NH | Advisory firm LLC | $73.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |