Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| GROWTH HORIZONS WEALTH MANAGEMENT LLC CRD 328037 | Georgetown, TX | Advisory firm LLC | $58.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUCK CAPITAL CRD 164329 | New York, NY | Advisory firm LLC | $58.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C. CRD 130538 | Princeton, NJ | Advisory firm LLC | $58.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRE SENSIBLY LLC CRD 292828 | Meridian, ID | Advisory firm LLC | $58.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MY PROSPER TEAM CRD 311144 | Lehi, UT | Advisory firm LLC | $58.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDM CAPITAL, LLC CRD 287669 | Phoenix, AZ | Advisory firm LLC | $58.2M | 1 advisors | Percentage of AUM | View | |
| BRIGHTHAVEN FINANCIAL ADVISORS, LLC CRD 318730 | Huntsville, AL | Advisory firm LLC | $58.2M | 4 advisors | Percentage of AUM | View | |
| RIGHT BRAIN MONEY CRD 156420 | San Luis Obispo, CA | Advisory firm LLC | $58.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CATALYST INTERNATIONAL ADVISORS LLC CRD 306592 | San Juan, PR | Advisory firm LLC | $58.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSET STRATEGIES GROUP, LLC CRD 152060 | Highlands Ranch, CO | Advisory firm LLC | $58.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EMA SMA LLC CRD 311671 | Naples, FL | Advisory firm LLC | $58.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FLEMING FINANCIAL SERVICES CRD 145717 | Mesa, AZ | Advisory firm Other (specify) | $58.0M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LAZARUS FINANCIAL PLANNING CRD 136323 | — | Advisory firm LLC | $58.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PALMETTO PRIVATE WEALTH, LLC CRD 328052 | Spartanburg, SC | Advisory firm LLC | $58.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STREET SMART FINANCIAL, LLC CRD 146422 | Lexington, MA | Advisory firm LLC | $58.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PRIVATE CLIENT ADVISORY GROUP, LLC CRD 311221 | Manasquan, NJ | Advisory firm LLC | $57.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| RED HILLS CAPITAL, LLC CRD 126009 | Tallahassee, FL | Advisory firm LLC | $57.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOURNEY FINANCIAL MANAGEMENT, LLC CRD 153404 | Bowling Green, KY | Advisory firm LLC | $57.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LCI ADVISORS CRD 122383 | — | Advisory firm LLC | $57.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KAILAI ADVISERS LTD. CRD 161692 | Los Angeles, CA | Advisory firm Other (specify) | $57.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EFC WEALTH MANAGEMENT FIRM LLC CRD 312671 | Los Angeles, CA | Advisory firm LLC | $57.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 30-40 WEALTH PARTNERS CRD 311073 | — | Advisory firm LLC | $57.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STEELE ASSET MANAGEMENT CRD 128806 | — | Advisory firm Sole prop | $57.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMPLIFY ENDOWMENT MANAGEMENT, LLC CRD 277129 | NY | Advisory firm LLC | $57.6M | 1 advisors | Percentage of AUM; FOR NON-BUNDLED SERVICES, FEES WILL BE NEGOTIATED WITH CLIENTS. | View |