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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 | |||||
|---|---|---|---|---|---|---|---|
| FINTEGRITY CRD 292421 | — | Advisory firm LLC | $65.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEACON PARK CAPITAL, LLC CRD 307041 | — | Advisory firm LLC | $65.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE RETIREMENT & FINANCIAL PLANNING CRD 136331 | San Rafael, CA | Advisory firm Sole prop | $65.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH & WELLNESS GROUP, LLC CRD 337631 | Brighton, MI | Advisory firm LLC | $65.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORENCE CAPITAL ADVISORS, LLC CRD 281038 | DE | Advisory firm LLC | $65.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| N FINANCIAL PLANS CRD 337288 | Huntington, NY | Advisory firm LLC | $65.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNT FINANCIAL FREEDOM CRD 313406 | — | Advisory firm LLC | $65.2M | 1 advisors | Fixed fees | View | |
| BLUE WATER FINANCIAL INVESTOR COACHING, LLC CRD 171285 | Easton, PA | Advisory firm LLC | $65.2M | 1 advisors | Percentage of AUM | View | |
| ALLSTREET WEALTH CRD 309689 | — | Advisory firm LLC | $65.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEHM WEALTH & RETIREMENT, LLC CRD 304253 | Simpsonville, SC | Advisory firm LLC | $65.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUVISTA ADVISORS LLC CRD 329785 | Redmond, WA | Advisory firm LLC | $65.1M | 2 advisors | Percentage of AUM | View | |
| FINAL ASCENT WEALTH ADVISORS, LLC CRD 313896 | Lafayette, LA | Advisory firm LLC | $65.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JADE & COWRY LLC CRD 154129 | Arlington, VA | Advisory firm LLC | $65.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATTS CAPITAL PARTNERS LLC CRD 149049 | NY | Advisory firm LLC | $65.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DRAZGA WEALTH ADVISORS, LLC CRD 151107 | Wexford, PA | Advisory firm LLC | $65.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HOLLAND CAPITAL MANAGEMENT LLC CRD 304886 | Charlotte, NC | Advisory firm LLC | $65.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY FAMILY OFFICE, LLC CRD 147160 | Bonita Springs, FL | Advisory firm LLC | $65.1M | 1 advisors | Fixed fees | View | |
| BONE ASSET MANAGEMENT CRD 290584 | Bloomfield Hills, MI | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| CELA WEALTH MANAGEMENT CRD 148040 | Miami, FL | Advisory firm LLC | $65.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT ROADMAP FINANCIAL PLANNING CRD 323469 | — | Advisory firm LLC | $65.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| AMERICAN CENTURION FINANCIAL LLC CRD 166057 | New York, NY | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUBLE DIAMOND INVESTMENT GROUP, LLC CRD 152755 | Delray Beach, FL | Advisory firm LLC | $65.0M | 2 advisors | Percentage of AUM | View | |
| MALATAI CAPITAL LLC CRD 299975 | New York, NY | Advisory firm LLC | $65.0M | 3 advisors | Performance-based fees | View | |
| PROPER FINANCIAL, LLC CRD 329499 | Wayne, PA | Advisory firm LLC | $65.0M | 3 advisors | Percentage of AUM; Fixed fees | View |