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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 | |||||
|---|---|---|---|---|---|---|---|
| WORLD MARKET ADVISORS CRD 306933 | — | Advisory firm LLC | $73.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COUNTRYSIDE FINANCIAL LLC CRD 337489 | Williamsville, NY | Advisory firm LLC | $73.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEVINE FAMILY WEALTH CRD 331649 | — | Advisory firm LLC | $73.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYER & COMPANY, L.L.C. CRD 298855 | Charlotte, NC | Advisory firm LLC | $73.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WATERROCK GLOBAL ASSET MANAGEMENT CRD 151309 | Bellevue, WA | Advisory firm LLC | $73.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LANES WEALTH MANAGEMENT LLC CRD 291381 | Irvine, CA | Advisory firm LLC | $73.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOARD FINANCIAL MANAGEMENT, LLC CRD 156392 | Edmond, OK | Advisory firm LLC | $73.0M | 2 advisors | Percentage of AUM; CO-ADVISOR FEES | View | |
| NEW HEIGHTS PLANNING CRD 314959 | Houston, TX | Advisory firm LLC | $73.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TACTICAL ROTATION MANAGEMENT, LLC CRD 333968 | Forest Hills, NY | Advisory firm LLC | $73.0M | 1 advisors | Percentage of AUM | View | |
| CARTER CAPITAL MANAGEMENT CRD 123069 | — | Advisory firm Sole prop | $73.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WYATT WEALTH MANAGEMENT CRD 309482 | Arlington, WA | Advisory firm LLC | $72.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAC CAPITAL, LLC CRD 305303 | — | Advisory firm LLC | $72.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KRAUS CAPITAL MANAGEMENT, LLC CRD 282797 | San Antonio, TX | Advisory firm LLC | $72.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHAYOT FINANCIAL LLC CRD 337315 | Metairie, LA | Advisory firm LLC | $72.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCHE FINANCIAL PARTNERS LLC CRD 133604 | — | Advisory firm LLC | $72.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JORDAN WEALTH MANAGEMENT CRD 115588 | Pocatello, ID | Advisory firm LLC | $72.7M | 4 advisors | Percentage of AUM | View | |
| HORIZONS FINANCIAL PLANNING CRD 308216 | Midland, TX | Advisory firm LLC | $72.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARNSLEY WEALTH MANAGEMENT, LLC CRD 125538 | Port St.. Joe, FL | Advisory firm LLC | $72.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE BYCOFF GROUP LLC CRD 334192 | CA | Advisory firm LLC | $72.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERIPHAS CAPITAL, LP CRD 291980 | New York, NY | Advisory firm LP | $72.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFECRAFT WEALTH MANAGEMENT CRD 329797 | Sunrise, FL | Advisory firm LLC | $72.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOLKMAN WEALTH MANAGEMENT, LLC CRD 309438 | — | Advisory firm LLC | $72.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PLECTRUM ADVISERS LLC CRD 283181 | — | Advisory firm LLC | $72.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATLAS LIFESTYLE PLANNING GROUP LLC CRD 305278 | Westminster, CO | Advisory firm LLC | $72.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |