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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 | |||||
|---|---|---|---|---|---|---|---|
| ARGUS EQUITY PARTNERS, LLC CRD 306518 | NY | Advisory firm LLC | $58.7M | 1 advisors | Percentage of AUM | View | |
| AVANCE PRIVATE WEALTH LLC CRD 336103 | — | Advisory firm LLC | $58.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINCH CAPITAL MANAGEMENT LLC CRD 318040 | Austin, TX | Advisory firm LLC | $58.6M | 1 advisors | Percentage of AUM | View | |
| YORKMONT CAPITAL MANAGEMENT, LLC CRD 164599 | Austin, TX | Advisory firm LLC | $58.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHERN PACIFIC GROUP, L.P. CRD 299012 | Minneapolis, MN | Advisory firm LP | $58.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC CRD 173350 | Minneapolis, MN | Advisory firm LLC | $58.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WICHITA WEALTH MANAGEMENT, LLC CRD 141157 | Wichita, KS | Advisory firm LLC | $58.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AVID PLANNING CRD 284332 | St.. Petersburg, FL | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY WEALTH MANAGEMENT, LLC CRD 284324 | Little Rock, AR | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRIONNA WEALTH LLC CRD 330136 | Avon, CT | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRB STRATEGIC SERVICES LLC CRD 327156 | — | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCKAY WEALTH MANAGEMENT GROUP LLC CRD 281578 | Richmond, VA | Advisory firm LLC | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTSALUS WEALTH MANAGEMENT CRD 327857 | Mission Viejo, CA | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HELIANTH INVESTMENT MANAGEMENT LLC CRD 317326 | Port Chester, NY | Advisory firm LLC | $58.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATLANTIS INVESTMENT COACHING, LLC CRD 145416 | San Juan, PR | Advisory firm LLC | $58.4M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| RAIN OR SHINE PLANNING, LLC CRD 327703 | — | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSON FINANCIAL GROUP CRD 291285 | — | Advisory firm Sole prop | $58.4M | 1 advisors | Percentage of AUM | View | |
| CRUSE INVESTMENTS CRD 168568 | — | Advisory firm Sole prop | $58.4M | 1 advisors | Percentage of AUM | View | |
| HARWOOD CAPITAL LLP CRD 161632 | London | Advisory firm LLP | $58.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DORSEY WEALTH MANAGEMENT, LLC CRD 158752 | Torrance, CA | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCE WISDOM CRD 325643 | — | Advisory firm LLC | $58.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTER RETIREMENT ADVISORS LLC CRD 321746 | Lehi, UT | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MYFINANCIALPRO, LLC CRD 136724 | Shelton, CT | Advisory firm LLC | $58.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRANSGLOBAL ADVISORY, LLC CRD 168709 | Monrovia, CA | Advisory firm LLC | $58.3M | 27 advisors | Percentage of AUM · Fixed fees +1 more | View |