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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 | |||||
|---|---|---|---|---|---|---|---|
| MDRN WEALTH CRD 323177 | Venice, CA | Advisory firm LLC | $72.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WPM WEALTH ADVISORS LLC CRD 316722 | Saratoga Springs, NY | Advisory firm LLC | $72.4M | 3 advisors | Percentage of AUM | View | |
| LORINTINE CAPITAL CRD 151204 | Dallas, TX | Advisory firm LP | $72.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC CRD 305339 | Metairie, LA | Advisory firm LLC | $72.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRASATTI WEALTH PLANNING, LLC CRD 139668 | Baltimore, MD | Advisory firm LLC | $72.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFE MONEY SOLUTIONS, LLC CRD 283832 | — | Advisory firm LLC | $72.3M | 1 advisors | Percentage of AUM; SOLICITOR FEES | View | |
| RISE WEALTH PARTNERS LLC CRD 327073 | Mechanicsville, VA | Advisory firm LLC | $72.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONROE WEALTH MANAGEMENT LLC CRD 300513 | San Francisco, CA | Advisory firm LLC | $72.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AURORA POINTE CAPITAL MANAGEMENT, LLC CRD 318928 | Vienna, VA | Advisory firm LLC | $72.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FOREVER FINANCIAL ADVISORS, LLC CRD 134486 | MA | Advisory firm LLC | $72.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEASTRUNK FINANCIAL MANAGEMENT, LLC CRD 149660 | Florence, SC | Advisory firm LLC | $72.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN FINANCIAL SERVICES, LLC CRD 129384 | Emerson, NJ | Advisory firm LLC | $72.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONVERGENT FINANCIAL GROUP CRD 290052 | Mount Pleasant, SC | Advisory firm LLC | $72.1M | 2 advisors | Percentage of AUM | View | |
| BUCKEYE WEALTH MANAGEMENT LLC CRD 143638 | Westerville, OH | Advisory firm LLC | $72.1M | 4 advisors | Percentage of AUM | View | |
| BOULDER INVESTMENT GROUP CRD 147809 | Overland Park, KS | Advisory firm LLC | $72.1M | 1 advisors | Percentage of AUM | View | |
| STYLUS CAPITAL LLC CRD 282156 | Istanbul | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM | View | |
| AFFINITY FINANCIAL ADVISORY CRD 134034 | Allen Park, MI | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MESSINA WEALTH MANAGEMENT, LLC CRD 332216 | Dallas, TX | Advisory firm LLC | $72.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARVEST CAPITAL ASSETS, LLC CRD 269951 | NY | Advisory firm LLC | $72.0M | 3 advisors | Percentage of AUM; SUB ADVISORY | View | |
| HIGHBALL ADVISORS CRD 298145 | — | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PARATUS WEALTH MANAGEMENT, LLC CRD 137103 | Long Lake, MN | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH MANAGEMENT, LLC CRD 282801 | Exton, PA | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM | View | |
| CAPITAL FIDUCIARY ADVISORS CRD 312704 | Ashburn, VA | Advisory firm LLC | $72.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIMARAN CAPITAL CRD 169022 | Savannah, GA | Advisory firm LLC | $71.9M | 2 advisors | Percentage of AUM; Fixed fees | View |