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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 | |||||
|---|---|---|---|---|---|---|---|
| FEE-ONLY FINANCIAL PLANNING CRD 128824 | — | Advisory firm Sole prop | $62.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CWS WEALTH PARTNERS CRD 316112 | Omaha, NE | Advisory firm LLC | $62.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EXHALE WEALTH CRD 319219 | — | Advisory firm LLC | $62.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUSYOU CRD 155690 | Redwood City, CA | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC CRD 151810 | Statesboro, GA | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D. MATTERSDORFF LLC CRD 134150 | Lake Oswego, OR | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EDDY FINANCIAL, LLC CRD 290208 | Santa Monica, CA | Advisory firm LLC | $61.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT LLC CRD 301088 | — | Advisory firm LLC | $61.9M | 2 advisors | Fixed fees | View | |
| DERAMUS WEALTH MANAGEMENT, LLC CRD 289771 | Plano, TX | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SALIENT ADVISORS, L.P. CRD 122833 | Dallas, TX | Advisory firm LP | $61.8M | 68 advisors | Percentage of AUM | View | |
| RETIREMENT INCOME PLANNING LLC CRD 330113 | Madison, WI | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RCM ROBINSON CAPITAL MANAGEMENT LLC CRD 112814 | Sacramento, CA | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC CRD 286173 | — | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CULTIVATE FINANCIAL GROUP LLC CRD 288980 | Los Gatos, CA | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NEXTGEN WEALTH CRD 172128 | — | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM | View | |
| RIDINGER WEALTH MANAGEMENT, LLC CRD 321166 | Vancouver, WA | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OUR INVESTMENT GUY CRD 337411 | — | Advisory firm LLC | $61.6M | 1 advisors | Percentage of AUM | View | |
| CAPSIGMA INVESTMENT PARTNERS LTDA CRD 336478 | Sao Paulo, Sp | Advisory firm Other (specify) | $61.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STEWARD FINANCIAL SERVICES, LLC CRD 153609 | Salt Lake City, UT | Advisory firm LLC | $61.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| REFRESH INVESTMENTS CRD 297146 | Santa Monica, CA | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGEVEST FINANCIAL ADVISORS, LLC CRD 164047 | Newport Beach, CA | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| YOUR CAPITAL FINANCIAL, LLC CRD 307377 | Winston Salem, NC | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DRW FINANCIAL CRD 166271 | — | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONTINUUM GLOBAL ASSET MANAGEMENT, LLC CRD 135248 | — | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Performance-based fees | View |