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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 | |||||
|---|---|---|---|---|---|---|---|
| INTEGRATED FINANCIAL MANAGEMENT, LLC CRD 304071 | Boise, ID | Advisory firm LLC | $61.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C. CRD 132274 | Zionsville, IN | Advisory firm LLC | $61.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR CAPITAL MANAGEMENT, LLC CRD 124600 | Ithaca, NY | Advisory firm LLC | $61.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHMARK PRIVATE WEALTH MANAGEMENT CRD 290854 | Frankenmuth, MI | Advisory firm LLC | $61.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINEO CAPITAL LLC CRD 315019 | New York, NY | Advisory firm LLC | $61.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RJG FINANCIAL CRD 114799 | Dallas, TX | Advisory firm LLC | $61.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYROCK FINANCIAL, L.L.C. CRD 305467 | — | Advisory firm LLC | $61.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MATCHPOINT CAPITAL MANAGEMENT, LLC CRD 148920 | Seattle, WA | Advisory firm LLC | $61.0M | 1 advisors | Percentage of AUM | View | |
| RED TRIANGLE, LLC CRD 147700 | Mt. Pleasant, SC | Advisory firm LLC | $61.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISSAHICKON WEALTH MANAGEMENT LLC CRD 289008 | Philadelphia, PA | Advisory firm LLC | $61.0M | 2 advisors | Percentage of AUM | View | |
| FOREM INVESTMENTS LLC CRD 169636 | Coral Gables, FL | Advisory firm LLC | $61.0M | 2 advisors | Percentage of AUM | View | |
| RAIL SPLITTER CAPITAL ADVISERS, LLC CRD 338780 | Chicago, IL | Advisory firm LLC | $61.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| C.E.C. WEALTH MANAGEMENT CRD 323751 | — | Advisory firm LLC | $60.9M | 1 advisors | Percentage of AUM | View | |
| IQCIO LLC CRD 285435 | New York, NY | Advisory firm LLC | $60.9M | 2 advisors | Percentage of AUM | View | |
| GST MANAGEMENT, LLC CRD 290259 | NY | Advisory firm LLC | $60.9M | 1 advisors | Percentage of AUM | View | |
| ATLA CAPITAL MANAGEMENT LLC CRD 312501 | New York, NY | Advisory firm LLC | $60.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EMERSON PARTNERS CRD 334672 | — | Advisory firm LLC | $60.8M | 1 advisors | Percentage of AUM | View | |
| G & R FINANCIAL SOLUTIONS LLC CRD 332634 | Fairfield, NJ | Advisory firm LLC | $60.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGEMONT INVESTMENT MANAGEMENT, LLC CRD 114136 | — | Advisory firm LLC | $60.8M | 1 advisors | Percentage of AUM | View | |
| LONGEVITY WEALTH MANAGEMENT LLC CRD 320720 | — | Advisory firm LLC | $60.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRAMBLE HILL CAPITAL MANAGEMENT, LLC CRD 174929 | — | Advisory firm LLC | $60.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT WEALTH MANAGEMENT, LLC CRD 310386 | Nutley, NJ | Advisory firm LLC | $60.7M | 2 advisors | Percentage of AUM | View | |
| STEINMETZ FINANCIAL PLANNING CRD 115545 | Redwood City, CA | Advisory firm Sole prop | $60.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARD CAPITAL LLC. CRD 283480 | Bellevue, WA | Advisory firm LLC | $60.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |