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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 | |||||
|---|---|---|---|---|---|---|---|
| SILVER ADVISORS, LLC CRD 291109 | New York, NY | Advisory firm LLC | $71.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIRM FOUNDATION WEALTH MANAGEMENT, LLC CRD 298761 | Caldwell, ID | Advisory firm LLC | $71.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISAACS & ASSOCIATES, LLC CRD 324222 | Cincinnati, OH | Advisory firm LLC | $71.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PIA, LLLP CRD 107421 | Atlanta, GA | Advisory firm Other (specify) | $71.8M | 1 advisors | Percentage of AUM | View | |
| GLOBAL INVESTMENT ADVISORY CRD 310305 | Mcdonough, GA | Advisory firm LLC | $71.8M | 5 advisors | Percentage of AUM | View | |
| PINNACLE INVESTMENT ADVISORS, LLC CRD 149495 | Ann Arbor, MI | Advisory firm LLC | $71.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPOGEE CAPITAL MANAGEMENT, LLC CRD 330816 | MA | Advisory firm LLC | $71.8M | 2 advisors | Percentage of AUM | View | |
| MONACHIL CAPITAL PARTNERS LP CRD 311376 | Greenwich, CT | Advisory firm LP | $71.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGHT INVESTMENT ADVISERS LLC CRD 286497 | Leawood, KS | Advisory firm LLC | $71.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTOYA WEALTH MANAGEMENT CRD 285039 | Prescott, AZ | Advisory firm LLC | $71.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORCH CAPITAL LLC CRD 155220 | Rockville, MD | Advisory firm LLC | $71.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TARGETED WEALTH SOLUTIONS CRD 282131 | Colorado Springs, CO | Advisory firm LLC | $71.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBRA FUND MANAGEMENT, LLC CRD 328207 | New York, NY | Advisory firm LLC | $71.6M | 40 advisors | Percentage of AUM | View | |
| CHAMBERLAIN FINANCIAL ADVISORS, INC. CRD 292233 | — | Advisory firm LLC | $71.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULTZE ASSET MANAGEMENT, LP CRD 110927 | Rye Brook, NY | Advisory firm LP | $71.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RISE RETIREMENT, LLC CRD 299026 | Lee'S Summit, MO | Advisory firm LLC | $71.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURSUIT FUND ADVISERS LLC CRD 333442 | CT | Advisory firm LLC | $71.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOCKWISE CAPITAL LLC CRD 175233 | Miami, FL | Advisory firm LLC | $71.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOMENTUM PRIVATE WEALTH MANAGEMENT CRD 305502 | Cedar Park, TX | Advisory firm LLC | $71.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HV CAPITAL MANAGEMENT CRD 339467 | Montgomery, NY | Advisory firm LLC | $71.5M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PELICAN WEALTH ADVISORS, LLC CRD 153972 | Bonita Springs, FL | Advisory firm LLC | $71.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMART STEWARDSHIP ADVISORS CRD 136468 | — | Advisory firm Sole prop | $71.4M | 1 advisors | Hourly charges · Fixed fees +2 more | View | |
| WICKFORD WEALTH MANAGEMENT, LLC CRD 164675 | North Kingstown, RI | Advisory firm LLC | $71.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OXFORD PARK MANAGEMENT, LLC CRD 324383 | Greenwich, CT | Advisory firm LLC | $71.4M | 7 advisors | Percentage of AUM; Performance-based fees | View |