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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 | |||||
|---|---|---|---|---|---|---|---|
| QUANTEL ASSET MANAGEMENT LLC CRD 311013 | New York, NY | Advisory firm LLC | $59.7M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| SAPPHIRE FIDUCIARY ADVISORS, LLC CRD 316062 | — | Advisory firm LLC | $59.7M | 1 advisors | Percentage of AUM | View | |
| SEILER & ASSOCIATES, LLC CRD 134524 | Pasadena, CA | Advisory firm LLC | $59.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAGNER FINANCIAL ADVISORY CRD 284305 | Edmond, OK | Advisory firm LLC | $59.7M | 3 advisors | Percentage of AUM | View | |
| AEP MANAGEMENT COMPANY, LLC. CRD 333539 | San Juan, PR | Advisory firm LLC | $59.6M | 1 advisors | Percentage of AUM | View | |
| SYGNUS WEALTH PR LLC CRD 325576 | Guaynabo, PR | Advisory firm LLC | $59.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHENKELBERG INVESTMENTS, LLC CRD 283281 | — | Advisory firm LLC | $59.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHMARK, LLC CRD 337564 | Brentwood, TN | Advisory firm LLC | $59.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEGA FINANCIAL LLC CRD 312036 | — | Advisory firm LLC | $59.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OPAL ADVISORY LLC CRD 306042 | Birmingham, AL | Advisory firm LLC | $59.5M | 3 advisors | Percentage of AUM | View | |
| GUIDING WEALTH MANAGEMENT, LLC CRD 175242 | Richardson, TX | Advisory firm LLC | $59.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPINNAKER FINANCIAL GROUP, LLC CRD 165279 | Independence, OH | Advisory firm LLC | $59.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HERONWOOD CAPITAL LLC CRD 290176 | — | Advisory firm LLC | $59.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RNB WEALTH MANAGEMENT GROUP CRD 148994 | — | Advisory firm LLC | $59.4M | 1 advisors | Percentage of AUM | View | |
| REDFIELD, BLONSKY & STARINSKY, LLC CRD 128714 | Westfield, NJ | Advisory firm LLC | $59.4M | 1 advisors | Percentage of AUM | View | |
| LASTING LEGACY WEALTH MANAGEMENT, LLC CRD 328107 | Alexandria, VA | Advisory firm LLC | $59.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCKELVEY WEALTH MANAGEMENT, LLC CRD 316506 | Tigard, OR | Advisory firm LLC | $59.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LARSON WEALTH MANAGEMENT, LLC CRD 168272 | West Bend, WI | Advisory firm LLC | $59.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AWM GLOBAL ADVISORS CRD 159094 | San Diego, CA | Advisory firm LLC | $59.2M | 3 advisors | Percentage of AUM | View | |
| RISE FINANCIAL PARTNERS CRD 305637 | — | Advisory firm LLC | $59.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVIEW INVESTMENTS, LLC CRD 143693 | Jenison, MI | Advisory firm LLC | $59.1M | 4 advisors | Percentage of AUM; SELECTION OF OTHER ADVISERS FEES | View | |
| POWERS CAPITAL MANAGEMENT, LLC CRD 317897 | Columbus, OH | Advisory firm LLC | $59.1M | 2 advisors | Percentage of AUM | View | |
| FOURTHPOINT ADVISORS CRD 136436 | — | Advisory firm Sole prop | $59.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUIDANCE WEALTH ADVISORS LLC CRD 321248 | Lebanon, NJ | Advisory firm LLC | $59.1M | 2 advisors | Percentage of AUM; Fixed fees | View |