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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 | |||||
|---|---|---|---|---|---|---|---|
| NASH-HASTY PRIVATE WEALTH MANAGEMENT CRD 328332 | Peoria, IL | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM | View | |
| HYPERION WEALTH MANAGEMENT, LLC CRD 277141 | Maitland, FL | Advisory firm LLC | $64.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONVEXITY WEALTH MANAGEMENT, LLC CRD 327183 | Seattle, WA | Advisory firm LLC | $63.9M | 2 advisors | Percentage of AUM | View | |
| ADVANTA WEALTH MANAGEMENT CRD 326877 | Lynchburg, VA | Advisory firm LLC | $63.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLP WEALTH CRD 325631 | Durham, NC | Advisory firm LLC | $63.7M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCOLLUM INVESTMENT ADVISORS CRD 307225 | Dayton, OH | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PREVAIL FINANCIAL PARTNERS, LLC CRD 299552 | Bayport, MN | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVERLIGHT ASSET MANAGEMENT, LLC CRD 306251 | Newport Beach, CA | Advisory firm LLC | $63.7M | 2 advisors | Percentage of AUM | View | |
| OLESKY CAPITAL MANAGEMENT, LLC CRD 111627 | — | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM | View | |
| QUALITY ASSET MANAGEMENT, LLC CRD 131158 | — | Advisory firm LLC | $63.7M | 1 advisors | Percentage of AUM | View | |
| MOK CAPITAL MANAGEMENT CRD 110182 | Los Altos, CA | Advisory firm Sole prop | $63.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCH STREET FINANCIAL ADVISORS CRD 305749 | — | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARPATH WEALTH MANAGEMENT, L.C. CRD 116029 | Overland Park, KS | Advisory firm LLC | $63.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGERIVER ADVISORS LLC CRD 142501 | Bloomfield Hills, MI | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM | View | |
| CROWN PRIVATE WEALTH, LLC CRD 311541 | Mooresville, NC | Advisory firm LLC | $63.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONEHENGE PRIVATE CLIENT GROUP, LLC CRD 298552 | — | Advisory firm LLC | $63.6M | 1 advisors | Percentage of AUM | View | |
| EAST HORIZON INVESTMENTS CRD 158364 | Cambridge, MA | Advisory firm LLC | $63.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRONG BRIDGE ADVISORS LLC CRD 315520 | San Francisco, CA | Advisory firm LLC | $63.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EQUIVEST FINANCIAL ADVISORS LLC CRD 281366 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM | View | |
| STONE LAKE WEALTH MANAGEMENT, LLC CRD 283554 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORIANDER FINANCIAL GROUP LLC CRD 330667 | — | Advisory firm LLC | $63.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VALOR WEALTH PARTNERS CRD 315179 | Washington, DC | Advisory firm LLC | $63.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOINER FINANCIAL, LLC CRD 147962 | El Dorado Hills, CA | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAY HILL CAPITAL MANAGEMENT USA, LLC CRD 287897 | — | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM | View |