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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 | |||||
|---|---|---|---|---|---|---|---|
| IMAGINE FINANCIAL SECURITY LLC CRD 311694 | Chattanooga, TN | Advisory firm LLC | $56.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUXON BROWN CRD 333800 | Little Rock, AR | Advisory firm LLC | $56.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL BENCHMARK PARTNERS, LLC CRD 175099 | Atlanta, GA | Advisory firm LLC | $56.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHEAST ADVISORY GROUP, LLC CRD 287954 | Scranton, PA | Advisory firm LLC | $56.3M | 2 advisors | Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS | View | |
| WOOD WEALTH GROUP, LLC CRD 327286 | Charlestown, MA | Advisory firm LLC | $56.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BENSON AVENUE CAPITAL, LLC CRD 292194 | — | Advisory firm LLC | $56.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOMENT ADVISORS, LLC CRD 325262 | New York, NY | Advisory firm LLC | $56.3M | 3 advisors | Percentage of AUM; SWEEP PROGRAM REVENUE FROM APEX | View | |
| TROIKA CAPITAL ADVISORS, LLC CRD 152927 | Atlanta, GA | Advisory firm LLC | $56.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILK INVEST LIMITED CRD 164753 | London | Advisory firm Other (specify) | $56.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| EDK ADVISORY CRD 292227 | Frisco, TX | Advisory firm Other (specify) | $56.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHAMBERS FINANCIAL GROUP, LLC. CRD 293191 | Green Bay, WI | Advisory firm LLC | $56.2M | 2 advisors | Percentage of AUM | View | |
| BULL RUN INVESTMENT MANAGEMENT LLC CRD 306763 | Mclean, VA | Advisory firm LLC | $56.2M | 1 advisors | Percentage of AUM | View | |
| NEXUS STRATEGIC WEALTH CRD 336847 | Tualatin, OR | Advisory firm LLC | $56.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STONE FORTRESS WEALTH STRATEGIES CRD 331873 | — | Advisory firm LLC | $56.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURR & COMPANY, LLC CRD 141975 | Osterville, MA | Advisory firm LLC | $56.1M | 1 advisors | Percentage of AUM | View | |
| BAY CAPITAL CRD 113776 | Tampa, FL | Advisory firm Sole prop | $56.1M | 2 advisors | Percentage of AUM; Commissions | View | |
| 3RD STREET CAPITAL MANAGEMENT L.L.C. CRD 165950 | Baton Rouge, LA | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM; NEGOTIABLE | View | |
| DUNES FINANCIAL CRD 334836 | — | Advisory firm LLC | $56.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| THE COLERIDGE GROUP LLC CRD 108335 | Phoenix, AZ | Advisory firm LLC | $56.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| MILESTONE MONEY CRD 319203 | Chicago, IL | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARCVEST, LLC CRD 162827 | — | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View | |
| THOMAS JONES FINANCIAL LLC CRD 124114 | St.. Clair Shores, MI | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View | |
| STM ASSET MANAGEMENT LLC CRD 150213 | — | Advisory firm LLC | $56.0M | 3 advisors | Percentage of AUM | View | |
| TAYLOR FINANCIAL MANAGEMENT, LLC CRD 172656 | — | Advisory firm LLC | $56.0M | 1 advisors | Percentage of AUM | View |