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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 | |||||
|---|---|---|---|---|---|---|---|
| SENSUS INVESTMENT MANAGEMENT CRD 145961 | Englewood Cliffs, NJ | Advisory firm LLC | $65.9M | 1 advisors | Percentage of AUM | View | |
| ODIORNE POINT ASSET MANAGEMENT, LLC CRD 324617 | Portsmouth, NH | Advisory firm LLC | $65.9M | 3 advisors | Percentage of AUM | View | |
| US ADVISORY GROUP CRD 109291 | Beverly, MA | Advisory firm LLC | $65.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NORTH RIVER WEALTH ADVISORS CRD 319417 | Pittsburgh, PA | Advisory firm LLC | $65.8M | 2 advisors | Percentage of AUM | View | |
| TAK ADVISORY CRD 168814 | — | Advisory firm LLC | $65.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INNOVATIVE FAMILY OFFICE LLC CRD 329496 | Somers, NY | Advisory firm LLC | $65.8M | 8 advisors | Percentage of AUM | View | |
| NEW AMSTERDAM WEALTH PLANNING CRD 309962 | — | Advisory firm LLC | $65.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RESQ INVESTMENT PARTNERS, LLC CRD 169528 | Scottsdale, AZ | Advisory firm LLC | $65.8M | 3 advisors | Percentage of AUM | View | |
| AZ LEGACY WEALTH LLC CRD 308906 | Glendale, AZ | Advisory firm LLC | $65.8M | 2 advisors | Percentage of AUM | View | |
| VENTUREMFO LLC CRD 304331 | Boca Raton, FL | Advisory firm LLC | $65.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KILCULLIN FINANCIAL LIFE PLANNING, LLC CRD 281362 | — | Advisory firm LLC | $65.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTIA CAPITAL MANAGEMENT CRD 286662 | Fort Worth, TX | Advisory firm LLC | $65.7M | 2 advisors | Percentage of AUM | View | |
| KMR WEALTH ADVISORY, LLC CRD 171327 | San Luis Obispo, CA | Advisory firm LLC | $65.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIFFIN FINANCIAL ADVISORS, LLC CRD 171455 | — | Advisory firm LLC | $65.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BONFANTI INVESTMENT SERVICES, LLC CRD 284395 | Prairieville, LA | Advisory firm LLC | $65.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC CRD 325965 | — | Advisory firm LLC | $65.6M | 1 advisors | Percentage of AUM | View | |
| INTEGRA PRIVATE WEALTH MANAGEMENT, LLC CRD 323816 | Tulsa, OK | Advisory firm LLC | $65.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JULIUS ARTHUR SEIBERT & COMPANY, LLC CRD 142288 | Cincinnati, OH | Advisory firm LLC | $65.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SEASONAL STRATEGY CRD 134456 | — | Advisory firm Sole prop | $65.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONOCOT WEALTH MANAGEMENT, LLC CRD 282687 | Las Vegas, NV | Advisory firm LLC | $65.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTER PEAK FINANCIAL CRD 335440 | Durham, NC | Advisory firm LLC | $65.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHPORT INVESTMENT MANAGEMENT, LLC CRD 149223 | Radnor, PA | Advisory firm LLC | $65.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLUTION VISION WEALTH MANAGEMENT CRD 340871 | AZ | Advisory firm LLC | $65.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ZENITH ADVISORY GROUP, LLC CRD 287801 | Centerville, OH | Advisory firm LLC | $65.3M | 2 advisors | Percentage of AUM; Hourly charges | View |