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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 | |||||
|---|---|---|---|---|---|---|---|
| MILLER ASSET SOLUTIONS LLC CRD 155087 | — | Advisory firm LLC | $59.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KREHBIEL FINANCIAL LLC CRD 293931 | Satellite Beach, FL | Advisory firm LLC | $59.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELDON REESE ADVISORY GROUP CRD 322069 | Beaverton, OR | Advisory firm LLC | $59.1M | 3 advisors | Percentage of AUM; Commissions | View | |
| PATHWAY FINANCIAL SERVICES, LLC CRD 170424 | Los Angeles, CA | Advisory firm LLC | $59.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC CRD 313233 | — | Advisory firm LLC | $59.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HILLEBRAND FINANCIAL PLANNING LLC CRD 133235 | — | Advisory firm LLC | $59.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIP GROUP LLC CRD 322053 | Houston, TX | Advisory firm LLC | $59.0M | 13 advisors | Percentage of AUM; Fixed fees | View | |
| FYOOZ FINANCIAL PLANNING CRD 304113 | Minneapolis, MN | Advisory firm LLC | $59.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEARTLAND WEALTH STRATEGIES LLC CRD 299051 | Manhattan, KS | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAVINESS WEALTH MANAGEMENT, LLC CRD 172091 | Dallas, TX | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC CRD 157971 | Holly Springs, NC | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM | View | |
| RIWM, LLC CRD 160536 | Coral Gables, FL | Advisory firm LLC | $59.0M | 3 advisors | Percentage of AUM; CONSULTING FEES | View | |
| SWISS FINANCE MANAGEMENT INTERNATIONAL SA CRD 284408 | Geneva | Advisory firm Other (specify) | $59.0M | 4 advisors | Commissions | View | |
| QTS RETIREMENT SERVICES LLC CRD 333799 | Las Vegas, NV | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NEWPARK WEALTH MANAGEMENT CRD 286059 | Park City, UT | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REVOLUTION WEALTH, LLC CRD 298810 | Chantilly, VA | Advisory firm LLC | $59.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGELINE ASSET MANAGEMENT, LLC CRD 298744 | — | Advisory firm LLC | $59.0M | 1 advisors | Percentage of AUM | View | |
| AXIOM PRIVATE WEALTH, LLC CRD 307388 | Charlotte, NC | Advisory firm LLC | $58.9M | 2 advisors | Percentage of AUM | View | |
| ARROW INVESTMENT MANAGEMENT LLC CRD 299972 | Oklahoma City, OK | Advisory firm LLC | $58.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY & WEALTH FINANCIAL ADVISORS CRD 284432 | Irvine, CA | Advisory firm LLC | $58.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA WEALTH MANAGEMENT, LLC CRD 158608 | Hemet, CA | Advisory firm LLC | $58.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATION FINANCIAL PARTNERS, LLC CRD 120906 | Westerville, OH | Advisory firm LLC | $58.7M | 3 advisors | Percentage of AUM | View | |
| ROBINSON GLOBAL INVESTMENT MANAGEMENT LLC CRD 316962 | — | Advisory firm LLC | $58.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMFG WEALTH MANAGEMENT LLC CRD 292160 | Westlake, OH | Advisory firm LLC | $58.7M | 4 advisors | Percentage of AUM; Hourly charges | View |