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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 | |||||
|---|---|---|---|---|---|---|---|
| SOVEREIGN CRD 314859 | Vienna, VA | Advisory firm LLC | $70.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIDUCIARY MANAGEMENT GROUP, LLC CRD 136612 | New York, NY | Advisory firm LLC | $70.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATARAXIS ADVISORS LLC CRD 328373 | Lansing, MI | Advisory firm LLC | $70.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WISEMAN & ASSOCIATES WEALTH MANAGEMENT CRD 169677 | Middleburg, VA | Advisory firm LLC | $70.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROGERS INVESTMENT ADVISORS, LLC CRD 132722 | Santa Clara, CA | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEWAY ASSET MANAGEMENT, LLC CRD 311521 | Independence, OH | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADRONA WEALTH MANAGEMENT LLC CRD 171261 | — | Advisory firm LLC | $70.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESKYE INVESTMENT ADVISERS, LLC CRD 161097 | Orlando, FL | Advisory firm LLC | $70.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OUTPOST ADVISORS, LLC CRD 300602 | — | Advisory firm LLC | $70.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COURSE 26, LLC CRD 171325 | Fort Worth, TX | Advisory firm LLC | $70.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CPK WEALTH MANAGEMENT LLC CRD 296913 | — | Advisory firm LLC | $70.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCAVOY KEMP WEALTH MANAGEMENT, LLC CRD 122084 | Columbus, IN | Advisory firm LLC | $70.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAOBAB WEALTH MANAGEMENT CRD 333561 | — | Advisory firm LLC | $70.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MDX WEALTH MANAGEMENT CRD 161309 | Sugarland, TX | Advisory firm LLC | $70.3M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| WATCH GUARD CAPITAL LLC CRD 284719 | — | Advisory firm LLC | $70.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRELANDS WEALTH MANAGEMENT, LLC CRD 222527 | Huron, OH | Advisory firm LLC | $70.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLEMENSEN CAPITAL COMPANY LLC CRD 166837 | — | Advisory firm LLC | $70.3M | 4 advisors | Percentage of AUM | View | |
| POLARIS FINANCIAL, LLC CRD 281952 | AR | Advisory firm LLC | $70.2M | 2 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH PROTECTION FINANCIAL, LLC CRD 317233 | Manchester, NH | Advisory firm Other (specify) | $70.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMESNE INVESTMENTS CRD 305671 | — | Advisory firm LLC | $70.2M | 1 advisors | Percentage of AUM | View | |
| WANG FINANCIAL, LLC CRD 167570 | Santa Barbara, CA | Advisory firm LLC | $70.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QUIET WEALTH MANAGEMENT CRD 312940 | — | Advisory firm LLC | $70.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| MOSS & COMPANY, P.A. CRD 142028 | Maitland, FL | Advisory firm Other (specify) | $70.0M | 1 advisors | Percentage of AUM | View | |
| PERCENT ADVISORS LLC CRD 318890 | New York, NY | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM; Performance-based fees | View |