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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 | |||||
|---|---|---|---|---|---|---|---|
| SOARING CAPITAL MANAGEMENT, LLC CRD 308942 | — | Advisory firm LLC | $55.4M | 1 advisors | Percentage of AUM | View | |
| FIDENT FINANCIAL, LLC CRD 286510 | — | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALIDEA CAPITAL MANAGEMENT LLC CRD 130887 | — | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM; MODEL MANAGER FEES | View | |
| FIVE RIVERS FINANCIAL ADVISORS, LLC CRD 120249 | North East, MD | Advisory firm LLC | $55.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLYMPUS CAPITAL, LLC CRD 310659 | Richardson, TX | Advisory firm LLC | $55.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR FINANCIAL, LLC CRD 147829 | Wilmington, NC | Advisory firm LLC | $55.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DELPHI WEALTH PARTNERS CRD 268825 | Grand Junction, CO | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEPAOLO & MAY STRATEGIC WEALTH LLC CRD 327564 | Irvine, CA | Advisory firm LLC | $55.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOLAN PARTNERS LLC CRD 152317 | Danville, CA | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRUBEL INVESTMENT MANAGEMENT, LLC CRD 151455 | Lancaster, PA | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTERE FINANCIAL, LLC CRD 332723 | Houston, TX | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERGER WEALTH MANAGEMENT, LLC CRD 329239 | Naples, FL | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM | View | |
| CUBIC ADVISORS, LLC CRD 165008 | — | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM | View | |
| SEAPORT FINANCIAL PLANNING, LLC CRD 149874 | — | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIDUS INVESTMENT MANAGEMENT, LLC CRD 160406 | New York, NY | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTITUDE WEALTH MANAGEMENT L.L.C. CRD 297013 | San Ramon, CA | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM | View | |
| HERITAGE WEALTH CRD 315288 | Naperville, IL | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOOD CREEK CAPITAL ADVISORS, LLC CRD 309461 | Lynchburg, VA | Advisory firm LLC | $55.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AGG ASSET MANAGEMENT, LLC CRD 154846 | Westlake Village, CA | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| BLACKFIELD CAPITAL MANAGEMENT LLC CRD 331774 | Rockville, MD | Advisory firm LLC | $55.0M | 2 advisors | Percentage of AUM | View | |
| DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC CRD 292000 | Birmingham, AL | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIREHORSE STRATEGIC INVESTING, LLC CRD 315040 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| KEITH KELVIN ANDERSON CRD 114956 | — | Advisory firm Sole prop | $55.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEYENDA CAPITAL CRD 322574 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM; Performance-based fees | View |