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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 | |||||
|---|---|---|---|---|---|---|---|
| CSJ WEALTH MANAGEMENT, LLC CRD 169437 | — | Advisory firm LLC | $71.4M | 1 advisors | Percentage of AUM | View | |
| THE GOODLAND GROUP CRD 306567 | — | Advisory firm LLC | $71.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALDWIN WEALTH MANAGEMENT, LLC CRD 154633 | St.. Louis, MO | Advisory firm LLC | $71.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AZURA PARTNERS US LLC CRD 327986 | New York, NY | Advisory firm LLC | $71.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEP IT SIMPLE FINANCIAL PLANNING CRD 269826 | Orange, CA | Advisory firm LLC | $71.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITAL CAPITAL LLC CRD 318147 | Clinton, IA | Advisory firm LLC | $71.2M | 5 advisors | Percentage of AUM | View | |
| CHRISTENSEN CAPITAL, LLC CRD 117699 | — | Advisory firm LLC | $71.1M | 2 advisors | Percentage of AUM | View | |
| MAIN STREET FINANCIAL CRD 118130 | Purchase, NY | Advisory firm LLC | $71.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CHISHOLM WEALTH MANAGEMENT CRD 321134 | Burleson, TX | Advisory firm LLC | $71.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANROCK WEALTH STRATEGIES, LLC CRD 304803 | Brentwood, TN | Advisory firm LLC | $71.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WISDOM CAPITAL ASSET MANAGEMENT, LLC CRD 307648 | NY | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UNITY FINANCIAL PLANNING GROUP LLC CRD 333889 | Kennesaw, GA | Advisory firm LLC | $71.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRINCETON ASSET MANAGEMENT, LLC CRD 148087 | Boca Raton, FL | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| JASMIJN CAPITAL MANAGEMENT, LLC CRD 127066 | Highland, UT | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| A-TEAM ADVISORS CRD 310941 | — | Advisory firm LLC | $71.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| DOXA CAPITAL, LLC CRD 174851 | Arlington, VA | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| LEGEND PRIVATE WEALTH, LLC CRD 308639 | Charlotte, NC | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM | View | |
| TRONDHEIM CAPITAL, LLC CRD 152843 | — | Advisory firm LLC | $71.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ZORA FINANCIAL CRD 170544 | — | Advisory firm LLC | $71.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KRAMMER FINANCIAL CRD 226712 | — | Advisory firm LLC | $70.9M | 1 advisors | Percentage of AUM | View | |
| SCHMIDT WEALTH MANAGEMENT, L.L.C. CRD 328084 | Lawrenceburg, IN | Advisory firm LLC | $70.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRULY PROSPER FINANCIAL PLANNING LLC CRD 310549 | Dublin, OH | Advisory firm LLC | $70.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| SHOREPINE WEALTH MANAGEMENT, LLC CRD 288583 | — | Advisory firm LLC | $70.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMUM WEALTH MANAGEMENT, LLC CRD 132422 | — | Advisory firm LLC | $70.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |