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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 | |||||
|---|---|---|---|---|---|---|---|
| FORTIS WEALTH MANAGEMENT CRD 268808 | Boone, NC | Advisory firm LLC | $67.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK HILL CAPITAL PARTNERS, LLC CRD 118291 | San Francisco, CA | Advisory firm LLC | $67.7M | 1 advisors | Percentage of AUM | View | |
| ERLANDSON WEALTH MANAGEMENT CRD 157724 | Beaverton, OR | Advisory firm LLC | $67.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QVM GROUP LLC CRD 142534 | — | Advisory firm LLC | $67.6M | 1 advisors | Fixed fees | View | |
| WELLINGTON ADAMS INVESTMENT ADVISORY, LLC CRD 286055 | York, PA | Advisory firm LLC | $67.6M | 4 advisors | Percentage of AUM | View | |
| TRUEFOCUS FINANCIAL PARTNERS CRD 326003 | North Kingstown, RI | Advisory firm LLC | $67.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MB3 CONSULTING LLC CRD 304634 | Glendale, CA | Advisory firm LLC | $67.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NTV ASSET MANAGEMENT, LLC CRD 141771 | — | Advisory firm LLC | $67.5M | 2 advisors | Percentage of AUM | View | |
| SCOTTSDALE WEALTH ADVISORY LLC CRD 285907 | Paradise Valley, AZ | Advisory firm LLC | $67.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OCCAM CAPITAL MANAGEMENT, LLC CRD 108201 | Pittsford, NY | Advisory firm LLC | $67.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCOUT ASSET MANAGEMENT CRD 316969 | Beaverton, OR | Advisory firm LLC | $67.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLVE INVESTING LLC CRD 309587 | — | Advisory firm LLC | $67.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHNELL FINANCIAL GROUP, LLC CRD 137969 | Sedalia, MO | Advisory firm LLC | $67.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTEGRITT WEALTH MANAGEMENT, LLC CRD 171817 | Stuart, FL | Advisory firm LLC | $67.3M | 1 advisors | Percentage of AUM | View | |
| CHANGE WEALTH ADVISORS CRD 330182 | — | Advisory firm LLC | $67.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CSH INVESTMENT MANAGEMENT CRD 128032 | Taylorville, IL | Advisory firm LLC | $67.2M | 2 advisors | Percentage of AUM | View | |
| ATHLETES FINANCIAL ADVISERS, LLC CRD 284993 | Westlake, OH | Advisory firm LLC | $67.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MISSION RETIREMENT CRD 315964 | Tomball, TX | Advisory firm LLC | $67.1M | 1 advisors | Percentage of AUM | View | |
| TYNDALL STROUD WEALTH MANAGEMENT, LLC CRD 134102 | Winterville, NC | Advisory firm LLC | $67.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZEISER WEALTH MANAGEMENT LLC CRD 285956 | Hot Springs, AR | Advisory firm LLC | $67.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOSELIT ASSET MANAGEMENT CRD 152625 | Northbrook, IL | Advisory firm LLC | $67.0M | 2 advisors | Percentage of AUM | View | |
| VANQUOUR LLC CRD 317552 | New York, NY | Advisory firm LLC | $67.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRS WEALTH MANAGEMENT CRD 296319 | — | Advisory firm LLC | $67.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STIRLING BRIDGE WEALTH PARTNERS, LLC CRD 174122 | — | Advisory firm LLC | $67.0M | 1 advisors | Percentage of AUM | View |