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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 | |||||
|---|---|---|---|---|---|---|---|
| TRIATHLON PARTNERS LLC CRD 329350 | — | Advisory firm LLC | $60.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAN NOSTRAND WEALTH MANAGEMENT LLC CRD 304200 | San Diego, CA | Advisory firm LLC | $60.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH AMBASSADORS, LLC CRD 163270 | Lake St.. Louis, MO | Advisory firm LLC | $60.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRE RIGHT WEALTH MANAGEMENT CRD 324285 | Mason, OH | Advisory firm LLC | $60.0M | 1 advisors | Percentage of AUM | View | |
| VIP FINANCIAL ASSOCIATES CRD 282344 | Woodbury, MN | Advisory firm LLC | $60.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FOUR PEAKS PLANNING AND INVESTMENTS LLC CRD 305739 | Gilbert, AZ | Advisory firm LLC | $60.0M | 1 advisors | Percentage of AUM | View | |
| ROOKS WEALTH ADVISORS, LLC CRD 316013 | Chattanooga, TN | Advisory firm LLC | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S SQUARED RETIREMENT SOLUTIONS LLC CRD 173297 | Montville, NJ | Advisory firm LLC | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARZIDEH & NADEAU WEALTH MANAGEMENT LLC CRD 334876 | Barrington, IL | Advisory firm LLC | $60.0M | 2 advisors | Percentage of AUM | View | |
| DOMINION WEALTH MANAGEMENT, LLC CRD 315417 | Wilmington, NC | Advisory firm LLC | $60.0M | 3 advisors | Percentage of AUM | View | |
| MONTEBELLO AVENUE CRD 287726 | Phoenix, AZ | Advisory firm LLC | $60.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHMOND QUANTITATIVE ADVISORS, LLC CRD 288625 | VA | Advisory firm LLC | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARD ADVISORY SERVICES, LLC CRD 318653 | Dublin, OH | Advisory firm LLC | $60.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSON, ORLAN BLAINE CRD 134604 | — | Advisory firm Sole prop | $59.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLECTIVE WEALTH PARTNERS, LLC CRD 317519 | Atlanta, GA | Advisory firm LLC | $59.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RISING TIDES FINANCIAL, LLC CRD 283308 | — | Advisory firm LLC | $59.9M | 1 advisors | Fixed fees | View | |
| GESSNER WEALTH STRATEGIES LLC CRD 282667 | Houston, TX | Advisory firm LLC | $59.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTY WEALTH MANAGERS CRD 322131 | New York, NY | Advisory firm LLC | $59.9M | 1 advisors | Percentage of AUM; SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER | View | |
| CWM PARTNERS, LLC CRD 299857 | NY | Advisory firm LLC | $59.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SYMAN-DEGLER GROUP, LLC CRD 295679 | Eugene, OR | Advisory firm LLC | $59.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAGNI WEALTH MANAGEMENT LLC CRD 169527 | San Antonio, TX | Advisory firm LLC | $59.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLEMING & ASSOCIATES, LLC CRD 136620 | San Diego, CA | Advisory firm LLC | $59.8M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| TOWN LAKE CAPITAL MANAGEMENT CRD 173919 | Lakeway, TX | Advisory firm LLC | $59.8M | 2 advisors | Percentage of AUM | View | |
| EAST CANYON CAPITAL, LLC CRD 155995 | — | Advisory firm LLC | $59.7M | 1 advisors | Percentage of AUM; Performance-based fees | View |