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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 | |||||
|---|---|---|---|---|---|---|---|
| BLUM CAPITAL MANAGEMENT, LLC CRD 316552 | Brainerd, MN | Advisory firm LLC | $60.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAIR HAVEN CAPITAL LLC CRD 169986 | — | Advisory firm LLC | $60.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FUHRMANN CAPITAL CRD 151846 | Indianapolis, IN | Advisory firm LLC | $60.6M | 1 advisors | Percentage of AUM | View | |
| CONEXUS CAPITAL MANAGEMENT, LLC CRD 284318 | Parker, CO | Advisory firm LLC | $60.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOMASETTI INVESTMENT GROUP, LLC CRD 136442 | Needham, MA | Advisory firm LLC | $60.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAYSCALE ADVISORS CRD 314868 | Stamford, CT | Advisory firm LLC | $60.6M | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| STONE PILLARS WEALTH MANAGEMENT CRD 331308 | Franklin, TN | Advisory firm LLC | $60.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OSWEGO PRIVATE WEALTH MANAGEMENT CRD 317174 | Lake Oswego, OR | Advisory firm LLC | $60.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BROCK ASSET MANAGEMENT CRD 116791 | — | Advisory firm LLC | $60.5M | 1 advisors | Percentage of AUM | View | |
| FOX & HOLLAND INVESTING LLC CRD 317363 | Rancho Cucamonga, CA | Advisory firm LLC | $60.5M | 2 advisors | Percentage of AUM | View | |
| XSTAR FUND MANAGEMENT LLC CRD 287601 | — | Advisory firm LLC | $60.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENT ADVISORS GROUP, LLC CRD 315769 | Jacksonville, IL | Advisory firm LLC | $60.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 46 NORTH FINANCIAL CRD 338325 | — | Advisory firm LLC | $60.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HWC FINANCIAL CRD 299845 | Manchester Center, VT | Advisory firm LLC | $60.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC CRD 145367 | Bettendorf, IA | Advisory firm LLC | $60.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FWI WEALTH MANAGEMENT LLC CRD 168903 | — | Advisory firm LLC | $60.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CENTRALIS CAPITAL LLC CRD 305897 | Prairie Village, KS | Advisory firm LLC | $60.3M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE RETIREMENT PLANNERS, USA, LLC CRD 152870 | Pensacola, FL | Advisory firm LLC | $60.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONPLANE FINANCIAL ADVISORS CRD 300073 | — | Advisory firm LLC | $60.3M | 1 advisors | Fixed fees | View | |
| MJB FINANCIAL PLANNING CRD 141373 | Lincoln, NE | Advisory firm LLC | $60.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRAY OAK CAPITAL MANAGEMENT, LLC CRD 293681 | Greenwich, CT | Advisory firm LLC | $60.2M | 3 advisors | Percentage of AUM | View | |
| FORTITUDE FINANCIAL PLANNING LLC CRD 309750 | — | Advisory firm LLC | $60.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| BLACKSTONE REAL ESTATE ADVISORS V L.P. CRD 138208 | New York, NY | Advisory firm LP | $60.2M | 192 advisors | Percentage of AUM; Performance-based fees | View | |
| INTENTIONAL WEALTH PARTNERS CRD 286157 | Cleveland, OH | Advisory firm LLC | $60.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |