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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 | |||||
|---|---|---|---|---|---|---|---|
| LONG BRIDGE CAPITAL MANAGEMENT CRD 305952 | — | Advisory firm LLC | $53.8M | 4 advisors | Percentage of AUM; LENGTH OF RELATIONSHIP AND CUSTOM NEEDS OF CLIENT | View | |
| INTREPID WEALTH PARTNERS, LLC CRD 317153 | — | Advisory firm LLC | $53.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CF FINANCIAL CRD 311964 | Fort Worth, TX | Advisory firm LLC | $53.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AMHERST FINANCIAL GROUP, LLC CRD 317964 | Amherst, NH | Advisory firm LLC | $53.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEN Y PLANNING CRD 167656 | — | Advisory firm LLC | $53.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOME FINANCIAL CRD 129190 | Bellevue, WA | Advisory firm LLC | $53.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PLANFUL FINANCE LLC CRD 322439 | Lake Oswego, OR | Advisory firm LLC | $53.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3 PEAKS FINANCIAL CRD 296817 | Ammon, ID | Advisory firm LLC | $53.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENESIS WEALTH MANAGEMENT CRD 159240 | East Alton, IL | Advisory firm LLC | $53.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RX INVESTMENT SOLUTIONS LLC CRD 147848 | — | Advisory firm LLC | $53.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DUCKETT WEALTH MANAGEMENT CRD 321880 | Irvine, CA | Advisory firm LLC | $53.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DWYER FINANCIAL, LLC CRD 288470 | Flagstaff, AZ | Advisory firm LLC | $53.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEACON HILL PRIVATE WEALTH LLC CRD 285329 | Summit, NJ | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SALIBA ASSET MANAGEMENT L.L.C. CRD 123646 | Huntsville, AL | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY CREDIT ADVISORY, LLC CRD 331652 | Atlanta, GA | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVOWEALTH ADVISORS, LLC CRD 140034 | Reno, NV | Advisory firm LLC | $53.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSENTIAL INVESTING CRD 242790 | Phoenix, AZ | Advisory firm LLC | $53.5M | 3 advisors | Percentage of AUM | View | |
| LT ADVISORS LLC CRD 318920 | New City, NY | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEXAS CAPITAL MANAGEMENT CRD 164137 | Baytown, TX | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM | View | |
| MISSION ADVISORS, LP CRD 114285 | Terrell Hills, TX | Advisory firm LLC | $53.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BOLT WEALTH MANAGEMENT LLC CRD 288717 | — | Advisory firm LLC | $53.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLVE WEALTH ADVISORS LP CRD 316038 | Scottsdale, AZ | Advisory firm LP | $53.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SYNERGY INVESTMENT GROUP, LLC CRD 46035 | Kannapolis, NC | Advisory firm LLC | $53.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIVERLAND WEALTH MANAGEMENT CRD 328424 | — | Advisory firm LLC | $53.3M | 3 advisors | Percentage of AUM; Hourly charges | View |