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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 | |||||
|---|---|---|---|---|---|---|---|
| 4D FINANCIAL ADVISORS, LLC CRD 162473 | Glen Ellyn, IL | Advisory firm LLC | $66.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ROMAN RETIREMENT PLANNING, LLC CRD 306871 | Mashpee, MA | Advisory firm LLC | $66.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRESIDIO ADVISORS, LLC CRD 328699 | — | Advisory firm LLC | $66.3M | 1 advisors | Fixed fees | View | |
| MIFI WEALTH, LLC CRD 149291 | Boulder, CO | Advisory firm LLC | $66.3M | 4 advisors | Percentage of AUM | View | |
| CAMELOT WEALTH MANAGEMENT, LLC CRD 171275 | — | Advisory firm LLC | $66.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXIS ADVISORS CRD 167075 | — | Advisory firm LLC | $66.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VISION WEALTH PLANNING, LLC CRD 165456 | Glen Allen, VA | Advisory firm LLC | $66.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTAL WAY FINANCIAL GROUP, LLC CRD 285844 | West Palm Beach, FL | Advisory firm LLC | $66.2M | 1 advisors | Percentage of AUM | View | |
| ISGAM US LLC CRD 320841 | West Palm Beach, FL | Advisory firm LLC | $66.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT ADVISERS, LLC CRD 128836 | — | Advisory firm LLC | $66.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK WEALTH PLANNING, LLC CRD 170262 | Chicago, IL | Advisory firm LLC | $66.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCCLURE INVESTMENT MANAGEMENT, LLC CRD 121205 | — | Advisory firm LLC | $66.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAM GROUP, LLC CRD 323226 | Sewickley, PA | Advisory firm LLC | $66.1M | 2 advisors | Percentage of AUM | View | |
| MAIN STREET INVESTMENT MANAGEMENT CRD 161452 | Edmond, OK | Advisory firm LLC | $66.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KOMOREBI GLOBAL CRD 310437 | — | Advisory firm LLC | $66.0M | 1 advisors | Percentage of AUM; CONSULTING FEES | View | |
| KAI ADVISORS CRD 137833 | — | Advisory firm LLC | $66.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CABILDO CAPITAL LLC CRD 297330 | — | Advisory firm LLC | $66.0M | 1 advisors | Percentage of AUM | View | |
| FAMILY CAPITAL ADVISORS, LLC CRD 291257 | — | Advisory firm LLC | $66.0M | 2 advisors | Percentage of AUM | View | |
| FERNANDEZ FINANCIAL ADVISORY, LLC CRD 112954 | Los Alamitos, CA | Advisory firm LLC | $66.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAM-SOUTH, LLC CRD 158174 | — | Advisory firm LLC | $66.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC CRD 290902 | Marble Falls, TX | Advisory firm LLC | $66.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERCITIES ASSET MANAGEMENT, LLC CRD 122576 | Owensboro, KY | Advisory firm LLC | $65.9M | 1 advisors | Percentage of AUM | View | |
| MICHAEL J.D. MCCALL, LLC CRD 126981 | — | Advisory firm LLC | $65.9M | 1 advisors | Percentage of AUM | View | |
| DMC WEALTH MANAGEMENT, LLC CRD 299804 | Birmingham, AL | Advisory firm LLC | $65.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |