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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 | |||||
|---|---|---|---|---|---|---|---|
| CEDAR RIVER CAPITAL, LLC CRD 288579 | Seattle, WA | Advisory firm LLC | $55.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROACH INVESTMENT SERVICES CRD 134128 | San Mateo, CA | Advisory firm Sole prop | $55.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORDIA WEALTH PLANNING, LLC CRD 304639 | — | Advisory firm LLC | $55.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EVEN HERD LLC CRD 329728 | Oklahoma City, OK | Advisory firm LLC | $55.9M | 1 advisors | Percentage of AUM | View | |
| ALSPAUGH WEALTH MANAGEMENT CRD 167477 | Cape Girardeau, MO | Advisory firm LLC | $55.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVIPARTNER, LLC CRD 288116 | Kingsport, TN | Advisory firm LLC | $55.8M | 1 advisors | Percentage of AUM | View | |
| FLYING POINT ASSET MANAGEMENT LLC CRD 157858 | NY | Advisory firm LLC | $55.7M | 1 advisors | Percentage of AUM | View | |
| BLEND WEALTH CRD 316053 | Indianapolis, IN | Advisory firm LLC | $55.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MORAN TICE CAPITAL MANAGEMENT LLC CRD 305734 | — | Advisory firm LLC | $55.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MUELLER WEALTH ADVISORS CRD 319629 | Austin, TX | Advisory firm LLC | $55.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MISER ASSET MANAGEMENT CRD 318164 | Knoxville, TN | Advisory firm LLC | $55.7M | 2 advisors | Percentage of AUM | View | |
| BULLSEYE INVESTMENT GROUP CRD 333284 | CA | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM | View | |
| ONEASCENT CAPITAL CRD 323220 | Birmingham, AL | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TEXWEALTH CRD 328912 | — | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM | View | |
| AVANTI WEALTH MANAGEMENT CRD 137322 | Longwood, FL | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANWELL FINANCIAL GUIDANCE, LLC CRD 293932 | Blooming Prairie, MN | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FEDERAL HILL CAPITAL MANAGEMENT CRD 151499 | Bardstown, KY | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIP FINANCIAL, LLC CRD 325351 | — | Advisory firm LLC | $55.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PISCES FINANCIAL ADVISORS, LLC CRD 313209 | — | Advisory firm LLC | $55.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| DCJ GLOBAL WEALTH MANAGEMENT CRD 148398 | — | Advisory firm LLC | $55.5M | 2 advisors | Percentage of AUM | View | |
| MCCARTY WEALTH CRD 333888 | Rockledge, FL | Advisory firm LLC | $55.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GENEROUS WEALTH MANAGEMENT CRD 318091 | — | Advisory firm LLC | $55.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAIS CAPITAL MANAGEMENT, LLC CRD 226511 | Thibodaux, LA | Advisory firm LLC | $55.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DEEP BLUE FINANCIAL LLC CRD 170446 | Northbrook, IL | Advisory firm LLC | $55.4M | 1 advisors | Percentage of AUM | View |