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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 | |||||
|---|---|---|---|---|---|---|---|
| ACTIS WEALTH MANAGEMENT CRD 306794 | Waukee, IA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ALLIANCE, LLC CRD 140630 | San Diego, CA | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKBURN FINANCIAL CRD 159312 | Cashmere, WA | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOALBRIDGE WEALTH MANAGEMENT, LLC CRD 285623 | Appleton, WI | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ICEBRIDGE FINANCIAL GROUP CRD 323346 | Boca Raton, FL | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KONDRACKI ADVISORY, LLC CRD 165649 | Hingham, MA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM | View | |
| MARATHON CAPITAL MANAGEMENT, LLC CRD 132645 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MINDSTATE CAPITAL LLC CRD 318068 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM | View | |
| MULBERRY CAPITAL MANAGEMENT LLC CRD 314693 | — | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM | View | |
| RAIMOND WEALTH MANAGEMENT LLC CRD 126302 | — | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENAISSANCE ADVISORY GROUP CRD 129512 | Bryn Mawr, PA | Advisory firm LLC | $70.0M | 1 advisors | Percentage of AUM | View | |
| LEGACY FOLIOS CRD 323319 | — | Advisory firm LLC | $70.0M | 3 advisors | Percentage of AUM | View | |
| SCHORPP CAPITAL MANAGEMENT CRD 131893 | East Brunswick, NJ | Advisory firm LLC | $69.9M | 2 advisors | Percentage of AUM | View | |
| DICKINSON BARNUM INVESTMENT MANAGEMENT, LLC CRD 156672 | Paragould, AR | Advisory firm LLC | $69.9M | 2 advisors | Percentage of AUM | View | |
| GUIDE FINANCIAL PLANNING CRD 170734 | Shoreview, MN | Advisory firm LLC | $69.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GEORGE PAPADOPOULOS, CPA/PFS,CFP CRD 121985 | — | Advisory firm Sole prop | $69.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANTERBURY INVESTMENT MANAGEMENT, LLC CRD 125680 | Zionsville, IN | Advisory firm LLC | $69.8M | 2 advisors | Percentage of AUM | View | |
| STEWARDRIGHT CRD 287644 | Wichita, KS | Advisory firm LLC | $69.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEIDMAN INVESTMENT PORTFOLIOS CRD 106894 | Vineyard Haven, MA | Advisory firm Sole prop | $69.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATLAS FINANCIAL ADVISORS, LLC CRD 285580 | Boca Raton, FL | Advisory firm LLC | $69.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLEAR HARBOR WEALTH MANAGEMENT CRD 311114 | Destin, FL | Advisory firm LLC | $69.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FINANCIAL MANAGEMENT CRD 130841 | San Diego, CA | Advisory firm Sole prop | $69.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIGHTPATH WEALTH ADVISORS LLC CRD 164209 | Crofton, MD | Advisory firm LLC | $69.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGRANDE GLOBAL LLC CRD 170479 | Dallas, TX | Advisory firm LLC | $69.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |