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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 | |||||
|---|---|---|---|---|---|---|---|
| RETIREMENT INCOME ADVISORY GROUP LLC CRD 286611 | Woodbridge, NJ | Advisory firm LLC | $57.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAMS ADVISORY SERVICES, LLC CRD 153782 | Wellesley, MA | Advisory firm LLC | $57.6M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC CRD 287722 | Walnut Creek, CA | Advisory firm LLC | $57.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATTHEWS ADVISORS, LLC CRD 114456 | Colorado Springs, CO | Advisory firm LLC | $57.5M | 1 advisors | Percentage of AUM | View | |
| PRINCETON VALUE PARTNERS LLC CRD 313153 | New York, NY | Advisory firm LLC | $57.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRETHORN CAPITAL, LLC CRD 127698 | — | Advisory firm LLC | $57.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE TABLE FINANCIAL PLANNING LLC CRD 291812 | — | Advisory firm LLC | $57.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELON PARTNERS CRD 297322 | Montgomery, AL | Advisory firm LLC | $57.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JLA CAPITAL, LLC CRD 335218 | — | Advisory firm LLC | $57.4M | 1 advisors | Percentage of AUM | View | |
| EMBARK WEALTH MANAGEMENT, LLC CRD 157950 | Tempe, AZ | Advisory firm LLC | $57.4M | 3 advisors | Percentage of AUM | View | |
| SPRINGSTEEL INVESTMENT ADVISORS, LLC CRD 166126 | Phoenix, AZ | Advisory firm LLC | $57.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SANKOTA CAPITAL LLC CRD 333468 | Chicago, IL | Advisory firm LLC | $57.4M | 2 advisors | Percentage of AUM | View | |
| NAUTICAL STAR FINANCIAL GROUP LLC CRD 316426 | Las Colinas, TX | Advisory firm LLC | $57.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYDEN CAPITAL CRD 283201 | Los Angeles, CA | Advisory firm LLC | $57.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPREHENSIVE INVESTMENT MANAGEMENT, LLC CRD 133272 | — | Advisory firm LLC | $57.3M | 2 advisors | Percentage of AUM | View | |
| OWL AND ORE WEALTH PLANNING CRD 283734 | Pleasant Hill, CA | Advisory firm LLC | $57.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NOTTINGHILL INVESTMENT ADVISERS, LTD CRD 106804 | Cincinnati, OH | Advisory firm LLC | $57.2M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| CANTERBURY TOLLGATE CRD 297830 | Brentwood, TN | Advisory firm LLC | $57.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSPERITY WEALTH MANAGEMENT CRD 305940 | — | Advisory firm LLC | $57.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY FINANCIAL ADVISORS, LLC CRD 290127 | Grand Rapids, MI | Advisory firm LLC | $57.2M | 3 advisors | Percentage of AUM | View | |
| PROMINENCE CAPITAL CRD 165595 | Eagle, ID | Advisory firm LLC | $57.1M | 1 advisors | Percentage of AUM | View | |
| NGC FINANCIAL, LLC CRD 139992 | Bayside, NY | Advisory firm LLC | $57.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOFTUS WEALTH STRATEGIES CRD 316582 | — | Advisory firm LLC | $57.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT INVESTMENT ADVISORY GROUP LLC CRD 306690 | Huntingdon Valley, PA | Advisory firm LLC | $57.1M | 1 advisors | Percentage of AUM; Fixed fees | View |