Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| RIBERA INVESTMENT MANAGEMENT, LLC CRD 124694 | — | Advisory firm LLC | $64.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MINT ASSET MANAGEMENT LLC CRD 315568 | New York, NY | Advisory firm LLC | $64.5M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| GENERAL INDUSTRIAL PARTNERS LLP CRD 282342 | London | Advisory firm LLP | $64.5M | 2 advisors | Performance-based fees | View | |
| THE FREYR GROUP CRD 330313 | — | Advisory firm LLC | $64.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VOMUND INVESTMENT MANAGEMENT, LLC CRD 108137 | Incline Village, NV | Advisory firm LLC | $64.5M | 1 advisors | Percentage of AUM | View | |
| SAMMONS WEALTH CRD 286284 | Dallas, TX | Advisory firm LLC | $64.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHSTAR PORTFOLIO INVESTMENTS, LLC CRD 173314 | Stamford, CT | Advisory firm LLC | $64.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMP FINANCIAL PLANNING, LLC CRD 315300 | DC | Advisory firm LLC | $64.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINIECKI WEALTH MANAGEMENT CRD 156007 | — | Advisory firm LLC | $64.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERMAN, GIL CRD 127726 | Boulder, CO | Advisory firm Sole prop | $64.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| THIRDLINE CAPITAL MANAGEMENT LLC CRD 314158 | Richmond, VA | Advisory firm LLC | $64.3M | 6 advisors | Percentage of AUM | View | |
| GRIGG FINANCIAL, LLC CRD 304317 | Timonium, MD | Advisory firm LLC | $64.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| R & J FINANCIAL PARTNERS, LLC CRD 171917 | Winchester, VA | Advisory firm LLC | $64.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOWLINE FINANCIAL, LLC CRD 310255 | Grosse Pointe Woods, MI | Advisory firm LLC | $64.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREATER THAN FINANCIAL CRD 281703 | — | Advisory firm LLC | $64.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEYWELL CRD 134514 | — | Advisory firm Sole prop | $64.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPRINGDALE CAPITAL CRD 150338 | — | Advisory firm LLC | $64.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLDEN FINANCIAL SERVICES CRD 132256 | Portsmouth, NH | Advisory firm Sole prop | $64.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RCA WEALTH STRATEGIES LLC CRD 315915 | Overland Park, KS | Advisory firm LLC | $64.1M | 3 advisors | Percentage of AUM | View | |
| ROHR CAPITAL MANAGEMENT CRD 299876 | Parkersburg, WV | Advisory firm LLC | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAVALOT CAPITAL CRD 312088 | Incline Village, NV | Advisory firm LLC | $64.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN & ACT CRD 148453 | — | Advisory firm LLC | $64.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRO CAPITAL LLC CRD 334371 | Southlake, TX | Advisory firm LLC | $64.0M | 2 advisors | Percentage of AUM | View | |
| LAKESIDE FINANCIAL PLANNING, LLC CRD 170716 | — | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM; Fixed fees | View |