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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 | |||||
|---|---|---|---|---|---|---|---|
| PARLIN ADVISORS LLC CRD 300774 | Hague, NY | Advisory firm LLC | $68.2M | 1 advisors | Percentage of AUM | View | |
| HAWS FINANCIAL PLANNING LLC CRD 299122 | Sierra Vista, AZ | Advisory firm LLC | $68.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICONOCLASTIC CAPITAL MANAGEMENT LLC CRD 310132 | Rochester, NY | Advisory firm LLC | $68.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRUCTURE WEALTH PARTNERS LLC CRD 338538 | Orlando, FL | Advisory firm LLC | $68.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALTERS STRATEGIC ADVISORS, LLC CRD 310582 | Sarasota, FL | Advisory firm LLC | $68.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CHLADEK WEALTH MANAGEMENT, LLC CRD 152435 | — | Advisory firm LLC | $68.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK ALTITUDE PARTNERS, LP CRD 338110 | New York, NY | Advisory firm LP | $68.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SIGNATURE FINANCIAL ADVISORS CRD 283964 | Houston, TX | Advisory firm LLC | $68.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALLATIN WEALTH MANAGEMENT LLC CRD 165344 | Wilson, WY | Advisory firm LLC | $68.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONSCIOUS CAPITAL CRD 283947 | — | Advisory firm LLC | $68.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAC INVESTMENT MANAGEMENT LLC CRD 322784 | — | Advisory firm LLC | $68.0M | 1 advisors | Percentage of AUM | View | |
| DELTA WEALTH MANAGEMENT, LLC CRD 281691 | — | Advisory firm LLC | $68.0M | 2 advisors | Percentage of AUM | View | |
| PENN STREET CAPITAL MANAGEMENT LLC CRD 290278 | — | Advisory firm LLC | $68.0M | 1 advisors | Percentage of AUM | View | |
| BUCKEYE WEALTH PARTNERS, LLC CRD 126428 | Centerville, OH | Advisory firm LLC | $68.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORMANDY CAPITAL MANAGEMENT, LLC CRD 142315 | Lakewood, CO | Advisory firm LLC | $67.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VENTOUX FINANCIAL ADVISORS, LLC CRD 298631 | — | Advisory firm LLC | $67.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA CAPITAL LLC CRD 321194 | Lubbock, TX | Advisory firm LLC | $67.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY CAPITAL, INC. CRD 126178 | Gainesville, GA | Advisory firm Other (specify) | $67.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUSED FINANCES, LLC CRD 130911 | Oakland, CA | Advisory firm LLC | $67.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEEL CANYON CAPITAL, LLC CRD 164025 | Phoenix, AZ | Advisory firm LLC | $67.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| H&S TAX AND WEALTH ADVISORS LLC CRD 290643 | Red Bank, NJ | Advisory firm LLC | $67.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MEASURED FINANCIAL CRD 305720 | Roseville, CA | Advisory firm LLC | $67.7M | 3 advisors | Percentage of AUM | View | |
| SEA CLEAR FINANCIAL PLANNING, LLC CRD 160133 | Brielle, NJ | Advisory firm LLC | $67.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROSELINE CAPITOL ADVISORS, LLC CRD 137604 | Richmond, VA | Advisory firm LLC | $67.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |