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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 | |||||
|---|---|---|---|---|---|---|---|
| TWENTY-FIVE CAPITAL PARTNERS CRD 338735 | Newport Beach, CA | Advisory firm LLC | $54.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SISTO INVESTMENT ADVISORY, LLC CRD 284949 | Roseville, CA | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROW ALLIANCE CRD 318519 | Franklin, TN | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STROUD INVESTMENT CONSULTING CRD 324507 | — | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM | View | |
| VITA WEALTH ADVISORS, LLC CRD 331838 | Manhattan Beach, CA | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIFY WEALTH MANAGEMENT LLC CRD 277063 | Fort Collins, CO | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEVIEW INVESTMENT ADVISORS, LLC CRD 122928 | — | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM | View | |
| WESTMORE ASSET MANAGEMENT CRD 164431 | Pearl River, NY | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPLETE VIEW FINANCIAL LLC CRD 305247 | — | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RANGER ALTERNATIVE MANAGEMENT, L.P. CRD 145543 | Dallas, TX | Advisory firm LP | $54.5M | 2 advisors | Percentage of AUM | View | |
| ALPHA CRD 313285 | New York, NY | Advisory firm LLC | $54.5M | 1 advisors | Percentage of AUM | View | |
| SOLVE CONSULTING GROUP, LLC CRD 319465 | Fort Wayne, IN | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM | View | |
| LIFECRAFT FINANCIAL PLANNING, LLC CRD 312631 | Eugene, OR | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIMARRON CAPITAL ASSOCIATES II, LLC CRD 324731 | Oklahoma City, OK | Advisory firm LLC | $54.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TECHNOLOGIES ABX CRD 337681 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RUDE WEALTH ADVISORY CRD 312865 | Olney, IL | Advisory firm LLC | $54.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REED CAPITAL MANAGEMENT, LLC CRD 171162 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM | View | |
| UPLEFT ASSET MANAGEMENT CRD 298637 | Port Angeles, WA | Advisory firm LLC | $54.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUS CAPITAL, LLC CRD 118068 | — | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BERENZ WEALTH MANAGEMENT, LLC CRD 168826 | Littleton, CO | Advisory firm LLC | $54.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INTELLIGENT INVESTING CRD 286436 | Greenville, SC | Advisory firm LLC | $54.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAYBREAK WEALTH, LLC CRD 322844 | Hinsdale, IL | Advisory firm LLC | $54.3M | 1 advisors | Fixed fees | View | |
| CHEVELON CAPITAL MANAGEMENT LLC CRD 298609 | Scottsdale, AZ | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM | View | |
| STONE WALL FINANCIAL CRD 327726 | San Antonio, TX | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM; SUBADVISER FEES | View |