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 | |||||
|---|---|---|---|---|---|---|---|
| PARAH CAPITAL MANAGEMENT, LLC CRD 148353 | Fremont, CA | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| WATERHILL CAPITAL, LLC CRD 117090 | — | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFE WISE PLANNING GROUP LLC CRD 327236 | Scottsdale, AZ | Advisory firm LLC | $55.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARVESTER WEALTH, LLC CRD 317746 | Dallas, TX | Advisory firm LLC | $54.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERFORMANCE INVESTMENT GROUP CRD 153030 | Houston, TX | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALL-PRO ADVISORS LLC CRD 310064 | — | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KMI WEALTH ADVISORS CRD 313218 | Reno, NV | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN LIGHTS CAPITAL MANAGEMENT LLC CRD 330830 | Beverly, MA | Advisory firm LLC | $54.9M | 1 advisors | Percentage of AUM; MODEL FEES | View | |
| POPLAR GLOBAL WEALTH MANAGEMENT LLC CRD 165532 | Daly City, CA | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARTWELL & COMPANY CRD 322723 | St. Joseph, MI | Advisory firm LLC | $54.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HONOR WEALTH MANAGEMENT, LLC CRD 336450 | Tomball, TX | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM | View | |
| OCEAN ADVISORS, LLC CRD 133124 | Charlotte, NC | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STINSON CAPITAL MANAGEMENT, LLC CRD 284965 | — | Advisory firm LLC | $54.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURRAY STREET CAPITAL ADVISORS, LLC CRD 300232 | Fort Lauderdale, FL | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHTSTONE ADVISORS LLP CRD 150936 | Fishers, IN | Advisory firm LLP | $54.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINCOLNBRIDGE FINANCIAL PLANNING, LLC CRD 333779 | Oglesby, IL | Advisory firm LLC | $54.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CANYON CREEK INVESTMENT ADVISORS CRD 316378 | — | Advisory firm LLC | $54.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMONY WEALTH MANAGEMENT LLC CRD 304818 | — | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREITAG FINANCIAL GROUP, LLC CRD 150444 | Charlotte, NC | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAKEFUL CRD 144640 | Miami, FL | Advisory firm LLC | $54.7M | 4 advisors | Percentage of AUM | View | |
| HONOR FAMILY OFFICE, LLC CRD 317000 | Santa Barbara, CA | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| METHOD FINANCE, LLC CRD 170647 | — | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHORE FINANCIAL PLANNING CRD 299824 | Monmouth Beach, NJ | Advisory firm LLC | $54.6M | 2 advisors | Fixed fees | View | |
| ONCENTER FINANCIAL ADVISORS LLC CRD 168013 | Beachwood, OH | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |