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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 | |||||
|---|---|---|---|---|---|---|---|
| DISCIPLINED MONEY, LLC CRD 173349 | Phoenix, AZ | Advisory firm LLC | $53.3M | 1 advisors | Hourly charges | View | |
| OAKLEY FINANCIAL LLC CRD 328793 | — | Advisory firm LLC | $53.3M | 1 advisors | Percentage of AUM | View | |
| MOUNTAIN VISTA WEALTH MANAGEMENT CRD 290456 | — | Advisory firm LLC | $53.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THORNTON FINANCIAL MANAGEMENT AND SERVICES CRD 114457 | Houston, TX | Advisory firm Sole prop | $53.3M | 2 advisors | Percentage of AUM | View | |
| ELEVATION WEALTH PARTNERS, LLC CRD 324083 | — | Advisory firm LLC | $53.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| YFP WEALTH CRD 282918 | New Albany, OH | Advisory firm LLC | $53.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PEMBROKE ASSET ADVISORS, LLC CRD 172999 | — | Advisory firm LLC | $53.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH LANE WEALTH MANAGEMENT LLC CRD 167439 | — | Advisory firm LLC | $53.1M | 1 advisors | Percentage of AUM | View | |
| ARROWSTONE WEALTH, LLC CRD 172147 | — | Advisory firm LLC | $53.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPEL FINANCIAL ADVISORS, LLC CRD 299279 | — | Advisory firm LLC | $53.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| JORDAN FINANCIAL LLC CRD 153466 | — | Advisory firm LLC | $53.1M | 1 advisors | Percentage of AUM | View | |
| WINVEST INVESTMENTS L.P. CRD 114358 | Montrose, CO | Advisory firm LP | $53.1M | 1 advisors | Percentage of AUM | View | |
| ACADEMY WEALTH ADVISERS, LLC CRD 158588 | — | Advisory firm LLC | $53.1M | 1 advisors | Percentage of AUM | View | |
| TRINITY WEALTH SOLUTIONS LLC CRD 324183 | Sterling Heights, MI | Advisory firm Sole prop | $53.1M | 2 advisors | Percentage of AUM | View | |
| VISDOM INVESTMENT GROUP LLC CRD 327619 | Rye Brook, NY | Advisory firm LLC | $53.1M | 4 advisors | Percentage of AUM | View | |
| C1 ADVISORS LLC CRD 331914 | Palo Alto, CA | Advisory firm LLC | $53.1M | 3 advisors | Percentage of AUM | View | |
| HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC CRD 121857 | Brownsburg, IN | Advisory firm LLC | $53.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QURAISHI WEALTH MANAGEMENT CRD 280032 | Jonesboro, AR | Advisory firm LLC | $53.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOLSTICE WEALTH CRD 281950 | Austin, TX | Advisory firm LLC | $53.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STAR FINANCIAL SERVICES CRD 128021 | — | Advisory firm Sole prop | $53.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KONNECT HEALTH AND WEALTH CRD 166933 | — | Advisory firm LLC | $53.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED WEALTH SOLUTIONS, LLC CRD 334422 | York, PA | Advisory firm LLC | $52.9M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| HARWOOD PRIVATE EQUITY LLP CRD 330340 | London | Advisory firm LLP | $52.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KBR RETIREMENT & INVESTMENT SOLUTIONS CRD 126079 | Londonderry, NH | Advisory firm LLC | $52.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |