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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 | |||||
|---|---|---|---|---|---|---|---|
| EVERGREEN WEALTH MANAGEMENT CRD 313909 | Boston, MA | Advisory firm LLC | $62.5M | 1 advisors | Fixed fees | View | |
| NEW LEGACY FINANCIAL GROUP, LLC CRD 151155 | Smithville, OH | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METTE ASSOCIATES, LLC CRD 140812 | Tempe, AZ | Advisory firm LLC | $62.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PWJOHNSON WEALTH & LEGACY, LLC CRD 133538 | Los Altos, CA | Advisory firm LLC | $62.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAAF INVESTMENT ADVISORS, LLC CRD 156004 | Portland, OR | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM | View | |
| AMY T. SHARP, CFP, LLC CRD 285405 | — | Advisory firm LLC | $62.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CLOVER PARTNERS, L.P. CRD 123716 | — | Advisory firm LP | $62.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDERS RETIREMENT PLANNING LLC CRD 333590 | Omaha, NE | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUEHAVEN CAPITAL CRD 332005 | Franklin, TN | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BUFFERLABS CRD 337959 | Henderson, NV | Advisory firm LLC | $62.3M | 2 advisors | Percentage of AUM; NET INCOME ACCRUAL | View | |
| PRINCE FINANCIAL ADVISORY LLC CRD 131234 | New York, NY | Advisory firm LLC | $62.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCHEMY WEALTH MANAGEMENT CRD 311022 | — | Advisory firm LLC | $62.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RINCON WEALTH MANAGEMENT CRD 311430 | Lakeway, TX | Advisory firm LLC | $62.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BANKSHOP, LLC CRD 306387 | Miami, FL | Advisory firm LLC | $62.1M | 3 advisors | Percentage of AUM | View | |
| HARWOOD INVESTMENT STRATEGIES, L.L.C. CRD 135383 | Monroe, MI | Advisory firm LLC | $62.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SHEROW MANAGEMENT, LLC CRD 169199 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GA PINCUS FUNDS, LLC CRD 281844 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM | View | |
| TORMA CAPITAL LLP CRD 334848 | London | Advisory firm LLP | $62.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTLE WEALTH GROUP INVESTMENTS LLC CRD 318990 | Brighton, MI | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STATERA FINANCIAL, LLC CRD 304957 | Walpole, MA | Advisory firm LLC | $62.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVEREST FINANCIAL ADVISORS, LLC CRD 152866 | Cooper City, FL | Advisory firm LLC | $62.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEACON FINANCIAL PLANNING, LLC CRD 121462 | Logan, UT | Advisory firm LLC | $62.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAFTED WEALTH MANAGEMENT CRD 282090 | — | Advisory firm LLC | $62.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENDALL WEALTH LLC CRD 113901 | Cambridge, MA | Advisory firm LLC | $62.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |