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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 | |||||
|---|---|---|---|---|---|---|---|
| HFM ADVISORS CRD 131174 | — | Advisory firm Sole prop | $69.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOGPATCH WEALTH CRD 171464 | San Francisco, CA | Advisory firm LLC | $69.5M | 1 advisors | Percentage of AUM; CONSULTING FEES | View | |
| CLIENT FOCUSED FINANCIAL CRD 289929 | Saint Petersburg, FL | Advisory firm LLC | $69.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MOBILE BAY WEALTH MANAGEMENT, LLC CRD 324371 | Mobile, AL | Advisory firm LLC | $69.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCED INVESTMENT MANAGEMENT LLC CRD 289070 | Naples, FL | Advisory firm LLC | $69.5M | 1 advisors | Percentage of AUM | View | |
| EVERLONG FINANCIAL CRD 172634 | Austin, TX | Advisory firm LLC | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIN WEALTH ADVISORS LLC CRD 123237 | San Rafael, CA | Advisory firm LLC | $69.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDEWAY FINANCIAL, LLC CRD 168317 | — | Advisory firm LLC | $69.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITUS WEALTH ADVISORS CRD 306630 | Coral Springs, FL | Advisory firm LLC | $69.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLSPRING FINANCIAL, LLC CRD 288023 | — | Advisory firm LLC | $69.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC CRD 326639 | — | Advisory firm LLC | $69.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOCKE ASSET MANAGEMENT CRD 286132 | — | Advisory firm LLC | $69.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VICTORY WEALTH MANAGEMENT, LLC CRD 152221 | Reedley, CA | Advisory firm LLC | $69.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ABRY PARTNERS, LLC CRD 161153 | Boston, MA | Advisory firm LLC | $69.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STEBEN & COMPANY, LLC CRD 117808 | Excelsior, MN | Advisory firm LLC | $69.2M | 7 advisors | Percentage of AUM | View | |
| FIERCE WEALTH MANAGEMENT GROUP LLC CRD 329282 | Indianapolis, IN | Advisory firm LLC | $69.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANCASTER COUNTY FINANCIAL GROUP, LLC CRD 149693 | Lancaster, PA | Advisory firm LLC | $69.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPIENT INVESTMENTS LLC CRD 292098 | — | Advisory firm LLC | $69.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC CRD 317002 | Foothill Ranch, CA | Advisory firm LLC | $69.2M | 2 advisors | Percentage of AUM | View | |
| GALLIGAN FINANCIAL ADVISORS CRD 115334 | Eagan, MN | Advisory firm Other (specify) | $69.1M | 1 advisors | Percentage of AUM | View | |
| DURKIN INVESTMENT GROUP, LLC. CRD 167370 | — | Advisory firm LLC | $69.1M | 1 advisors | Percentage of AUM | View | |
| MAZE FINANCIAL PLANNING CRD 140934 | Chapel Hill, NC | Advisory firm LLC | $69.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MARATHON FINANCIAL ADVISORS CRD 104835 | — | Advisory firm Sole prop | $69.0M | 2 advisors | Percentage of AUM | View | |
| FREEDOM FOUND FINANCIAL CRD 306009 | Towaco, NJ | Advisory firm LLC | $69.0M | 1 advisors | Hourly charges; Fixed fees | View |