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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 | |||||
|---|---|---|---|---|---|---|---|
| HYLAND WEALTH MANAGEMENT LLC CRD 288231 | Green, OH | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREMONTE FINANCIAL CONSULTANTS CRD 298562 | Traverse City, MI | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUOINAGE CAPITAL LLC CRD 310802 | — | Advisory firm LLC | $63.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGLAS CAPITAL MANAGEMENT, LLC CRD 143585 | — | Advisory firm LLC | $63.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JARVIS GLOBAL INVESTMENTS LLC CRD 144259 | — | Advisory firm LLC | $63.2M | 3 advisors | Percentage of AUM | View | |
| SENTINEL ASSET MANAGEMENT, LLC CRD 302082 | Wallingford, CT | Advisory firm LLC | $63.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANGER GLOBAL HOLDINGS LLC CRD 286378 | Charlottesville, VA | Advisory firm LLC | $63.2M | 2 advisors | Percentage of AUM | View | |
| SILVEROAK INVESTMENTS, LLC CRD 290935 | — | Advisory firm LLC | $63.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BILLS ASSET MANAGEMENT CRD 114520 | — | Advisory firm Partnership | $63.2M | 2 advisors | Percentage of AUM | View | |
| KOI PORTFOLIO MANAGEMENT, LLC CRD 310421 | — | Advisory firm LLC | $63.2M | 1 advisors | Percentage of AUM | View | |
| NORTH SCOTTSDALE WEALTH ADVISORS, LLC CRD 284449 | Scottsdale, AZ | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM | View | |
| ORTMAN FINANCIAL PLANNING CRD 281944 | North Bethesda, MD | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHUNITE ADVISORS, LLC CRD 285807 | Manhasset, NY | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM | View | |
| CROSSROADS PLANNING CRD 277127 | Orange, CA | Advisory firm LLC | $63.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMERS VALUE PARTNERS LLC CRD 297254 | Denver, CO | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FERN FINANCIAL GROUP, LLC CRD 322658 | — | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BORTEL INVESTMENT MANAGEMENT, LLC CRD 153297 | Gig Harbor, WA | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM | View | |
| IONE CAPITAL MANAGEMENT LLC CRD 305571 | — | Advisory firm LLC | $63.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KRAMER INVESTMENT SERVICES, LLC CRD 169769 | Lake Geneva, WI | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCKEEL CAPITAL MANAGEMENT CRD 142132 | Flower Mound, TX | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERAPHIM CAPITAL MANAGEMENT, LLC CRD 170976 | CO | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHADE TREE PARTNERS LLC CRD 150865 | Dallas, TX | Advisory firm LLC | $63.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PURPOSEPATH CAPITAL, LLC CRD 315556 | Quincy, IL | Advisory firm LLC | $63.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGEHELM FINANCIAL CRD 305015 | Nashville, TN | Advisory firm LLC | $63.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |