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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 | |||||
|---|---|---|---|---|---|---|---|
| VALOREM LLC CRD 339215 | New York, NY | Advisory firm LLC | $54.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIRE WEALTH MANAGEMENT, LLC CRD 327958 | Mayfield, KY | Advisory firm LLC | $54.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLE WEALTH LLC CRD 152865 | Liberty Lake, WA | Advisory firm LLC | $54.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN VIEW WEALTH MANAGEMENT LLC CRD 287865 | Arlington, VA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| DONNELLY INVESTMENTS CRD 316460 | — | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| VANTAGE WEALTH MANAGEMENT LLC CRD 324061 | — | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM | View | |
| FIDELA WEALTH CRD 328060 | Calabasas, CA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWO CENTURIES INVESTMENTS, LLC CRD 299570 | — | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY PRIVATE WEALTH ADVISORS, LLC CRD 299046 | Dallas, TX | Advisory firm LLC | $54.1M | 1 advisors | Percentage of AUM | View | |
| MY FINANCIAL COACH, LLC CRD 290344 | Midland, MI | Advisory firm LLC | $54.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUGULIS FINANCIAL FIRM, L.L.C. CRD 173616 | Warren, NJ | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM | View | |
| WEALTHCARE SOLUTIONS, LLC CRD 126827 | Radnor, PA | Advisory firm LLC | $54.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDAR RIDGE INVESTMENT MANAGEMENT LLC CRD 326497 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ELITE CAPITAL SERVICES, LLC CRD 145449 | Folsom, CA | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM | View | |
| PETERSON WEALTH MANAGEMENT CRD 136585 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUGDEN WEALTH MANAGEMENT, LLC CRD 165766 | Denver, CO | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URI CAPITAL MANAGEMENT, LLC CRD 161988 | — | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PRESIDIO FINANCIAL, LLC CRD 300270 | Houston, TX | Advisory firm LLC | $54.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASCENT WEALTH MANAGEMENT CRD 305915 | Kalispell, MT | Advisory firm Other (specify) | $54.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.E.S.T. WEALTH MANAGEMENT LLC CRD 160920 | St.. Louis, MO | Advisory firm LLC | $53.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHBUILDERS, LLC CRD 286348 | Carlsbad, CA | Advisory firm LLC | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNIFINA, LLC CRD 306005 | Bedford Hills, NY | Advisory firm LLC | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMIDA WEALTH ADVISORS, LLC CRD 319227 | Miami, FL | Advisory firm LLC | $53.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHSHORE FINANCIAL PLANNING CRD 311328 | — | Advisory firm LLC | $53.8M | 1 advisors | Hourly charges; Fixed fees | View |