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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH ADVISORS, LLC CRD 125621 | Suwanee, GA | Advisory firm LLC | $62.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RETIRE PITTSBURGH MANAGEMENT LLC CRD 311977 | Murrysville, PA | Advisory firm LLC | $62.9M | 3 advisors | Percentage of AUM | View | |
| BRYANT & BRANNOCK, LLC. CRD 148254 | Durham, NC | Advisory firm LLC | $62.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORINTHIAN PARTNERS ASSET MANAGEMENT LLC CRD 109385 | New York, NY | Advisory firm LLC | $62.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEP BY STEP FINANCIAL, LLC CRD 146345 | Tulsa, OK | Advisory firm LLC | $62.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RISE PRIVATE WEALTH ADVISORS CRD 309356 | Tucson, AZ | Advisory firm LLC | $62.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITESPACE FINANCIAL, LLC CRD 149069 | Palo Alto, CA | Advisory firm LLC | $62.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE RIDGE ASSET MANAGEMENT, LLC CRD 289006 | Overland Park, KS | Advisory firm LLC | $62.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNIDER TALBOT FINANCIAL PLANNING LLC CRD 144026 | Liberty, MO | Advisory firm LLC | $62.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT ASSET MANAGEMENT CRD 140972 | — | Advisory firm LLC | $62.8M | 1 advisors | Percentage of AUM | View | |
| VANTAGE WEALTH MANAGEMENT LLC CRD 324413 | Corvallis, OR | Advisory firm LLC | $62.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ANCAP FINANCIAL CRD 328249 | — | Advisory firm LLC | $62.8M | 2 advisors | Hourly charges; Fixed fees | View | |
| BIRCH ELLIOTT FINANCIAL, LLC CRD 300046 | — | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM | View | |
| HARLAN FINANCIAL LLC CRD 312995 | — | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LISCH INVESTMENT MANAGEMENT LLC CRD 127753 | — | Advisory firm LLC | $62.7M | 2 advisors | Percentage of AUM | View | |
| PROVIDENT LIVING ADVISORS LLC CRD 290723 | Silverdale, WA | Advisory firm LLC | $62.7M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED WEALTH MANAGEMENT, LLC CRD 285838 | Portsmouth, NH | Advisory firm LLC | $62.6M | 1 advisors | Percentage of AUM | View | |
| BBK WEALTH LLC CRD 311324 | Fishers, IN | Advisory firm LLC | $62.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMIZED CAPITAL LLC CRD 333237 | — | Advisory firm LLC | $62.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OAK CAPITAL ADVISORS, LLC CRD 285091 | — | Advisory firm LLC | $62.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LESLIE MARIE GIORDANO CRD 126274 | Garden City, NY | Advisory firm Sole prop | $62.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHWAY ADVISORS, LLC CRD 306117 | Fallbrook, CA | Advisory firm LLC | $62.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN VIEW STRATEGIC WEALTH, LLC CRD 154295 | Hopewell Junction, NY | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE INVESTMENT SERVICES CRD 129164 | Providence, RI | Advisory firm LLC | $62.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |