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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 | |||||
|---|---|---|---|---|---|---|---|
| DRUMOND WEALTH MANAGEMENT CRD 329502 | — | Advisory firm LLC | $61.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRUENSTEIN INVESTMENTS LLC CRD 298739 | NY | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MEADOWPARK CAPITAL, LLC CRD 173814 | Dallas, TX | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM | View | |
| TRUSTED FINANCIAL ADVISORS CRD 137253 | — | Advisory firm Sole prop | $61.4M | 1 advisors | Percentage of AUM | View | |
| DORNICK WEALTH MANAGEMENT CRD 335053 | Dallas, TX | Advisory firm LLC | $61.4M | 2 advisors | Percentage of AUM | View | |
| DIXON AND COMPANY WEALTH MANAGEMENT, LLC CRD 169862 | Winston Salem, NC | Advisory firm LLC | $61.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VAULT WEALTH CRD 288541 | Oklahoma City, OK | Advisory firm LLC | $61.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATION INVESTMENT CONSULTING CRD 157054 | Rochester, NY | Advisory firm Sole prop | $61.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWKS POINT CAPITAL PARTNERS LLC CRD 307006 | Rye Brook, NY | Advisory firm LLC | $61.4M | 3 advisors | Percentage of AUM | View | |
| BREIDENBACH CAPITAL CONSULTING, LLC CRD 125405 | — | Advisory firm LLC | $61.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SBAUER FUNDS, LLC CRD 144782 | Carmel, IN | Advisory firm LLC | $61.3M | 3 advisors | Percentage of AUM | View | |
| LLOYDS INTREPID WEALTH MANAGEMENT CRD 307839 | The Woodlands, TX | Advisory firm LLC | $61.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLEAR CAPITAL MANAGEMENT LP CRD 172209 | Doylestown, PA | Advisory firm LP | $61.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DIPSEA CAPITAL, LLC CRD 257787 | Mill Valley, CA | Advisory firm LLC | $61.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PATRIOT ASSET ADVISORS, LLC CRD 293632 | Pataskala, OH | Advisory firm LLC | $61.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WAYPOINT FINANCIAL PLANNING LLC CRD 159051 | — | Advisory firm LLC | $61.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTIFY INVESTOR RETIREMENTS, LLC CRD 284506 | Peachtree Corners, GA | Advisory firm LLC | $61.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAMILTON FINANCIAL PLANNING LLC CRD 168483 | Lakeway, TX | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYNES INVESTMENT COUNSEL LLC CRD 322909 | Fort Worth, TX | Advisory firm LLC | $61.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEACON CAPITAL, LLC CRD 127583 | Darien, CT | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM | View | |
| CADENA FINANCIAL PLANNING & TAX SERVICES CRD 135892 | San Diego, CA | Advisory firm Sole prop | $61.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLWYN INVESTMENTS LC CRD 171858 | South Jordan, UT | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEGRASS FINANCIAL PLANNING, LLC CRD 169515 | Louisville, KY | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION WEALTH PLANNERS CRD 298244 | — | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM; Fixed fees | View |