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 | |||||
|---|---|---|---|---|---|---|---|
| NEWOAK ASSET MANAGEMENT LLC CRD 172956 | New York, NY | Advisory firm LLC | $57.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RENEW WEALTH MANAGEMENT LLC CRD 329069 | Alexandria, VA | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELLIJA CAPITAL MANAGEMENT, LLC CRD 137151 | — | Advisory firm LLC | $57.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENEFIT & INVESTMENT CONSULTING, LLC CRD 136428 | — | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM | View | |
| BOREAL ADVISORS LLC CRD 299618 | New Brighton, MN | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIALLY HEALTHY, LLC CRD 156022 | Oakland, CA | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON INVESTMENT ADVISORS CRD 124034 | Louisville, KY | Advisory firm Other (specify) | $57.0M | 1 advisors | Percentage of AUM | View | |
| HARVARD AVENUE INVESTMENT ADVISORY CRD 291787 | — | Advisory firm LLC | $57.0M | 2 advisors | Percentage of AUM | View | |
| PAULO FINANCIAL ADVISORS, LLC CRD 131943 | NY | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAMPE FINANCIAL GROUP LLC CRD 328129 | — | Advisory firm LLC | $56.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHADOWBROOK PRIVATE WEALTH LLC CRD 317772 | — | Advisory firm LLC | $56.9M | 1 advisors | Percentage of AUM | View | |
| PT CAPITAL ADVISORS, LLC CRD 168601 | Anchorage, AK | Advisory firm LLC | $56.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LEBENS ADVISORY GROUP LLC CRD 175089 | Lakeville, MN | Advisory firm LLC | $56.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MAIN STREET FINANCIAL LIFE ADVISORS, LLC CRD 118544 | Moorestown, NJ | Advisory firm LLC | $56.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KNIGHT AND COMPANY WEALTH ADVISORS, LLC CRD 171840 | Pleasanton, CA | Advisory firm LLC | $56.9M | 2 advisors | Percentage of AUM | View | |
| ZUMA WEALTH LLC CRD 311488 | — | Advisory firm LLC | $56.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HANKINSON WEALTH ADVISORS LLC CRD 293628 | Greensboro, GA | Advisory firm LLC | $56.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PROACTIVE ADVISORS, LLC CRD 147332 | Lexington, KY | Advisory firm LLC | $56.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REV CAPITAL, LLC CRD 282132 | Marietta, GA | Advisory firm LLC | $56.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EVIDENCE WEALTH, LLC CRD 314767 | Bryan, TX | Advisory firm LLC | $56.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY ASSET MANAGEMENT, LLC CRD 286028 | Louisville, KY | Advisory firm LLC | $56.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WITNAUER SLOAN & ASSOCIATES LLC CRD 113765 | Scottsdale, AZ | Advisory firm LLC | $56.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUNLAP EQUITY MANAGEMENT, LLC. CRD 130996 | San Francisco, CA | Advisory firm LLC | $56.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMS CAPITAL MANAGEMENT LLC CRD 129398 | Milwaukee, WI | Advisory firm LLC | $56.4M | 2 advisors | Percentage of AUM; MINIMUM ANNUAL FEE | View |