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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 | |||||
|---|---|---|---|---|---|---|---|
| FAIRVIEW FINANCIAL LLC CRD 122287 | — | Advisory firm LLC | $52.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WALDEN FINANCIAL CRD 323234 | Granville, OH | Advisory firm LLC | $52.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERITAGE WEALTH ADVISORY, LLC CRD 147969 | — | Advisory firm LLC | $52.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KB & PARTNERS MANAGEMENT CO LLC CRD 108105 | New York, NY | Advisory firm LLC | $52.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYALE ASSET MANAGEMENT LLC CRD 281827 | NY | Advisory firm LLC | $52.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VIRTUA CAPITAL MANAGEMENT, LLC CRD 289606 | Scottsdale, AZ | Advisory firm LLC | $52.7M | 2 advisors | Percentage of AUM | View | |
| ALTA STRADA WEALTH MANAGEMENT CRD 337545 | — | Advisory firm LLC | $52.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BLUE MARLIN HOLDCO LLC CRD 313892 | Bethesda, MD | Advisory firm LLC | $52.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ARENA WEALTH ADVISORS LLC CRD 331123 | Jeffersonville, IN | Advisory firm LLC | $52.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SAHARA INVESTMENT GROUP CRD 341135 | Las Vegas, NV | Advisory firm LLC | $52.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KCG INVESTMENT ADVISORY SERVICES LLC CRD 328814 | Savannah, GA | Advisory firm LLC | $52.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HICOK FINANCIAL SOLUTIONS, LLC CRD 339582 | — | Advisory firm LLC | $52.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT, LLC CRD 300850 | — | Advisory firm LLC | $52.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CRISTATA INVESTMENT MANAGEMENT CRD 148503 | — | Advisory firm LLC | $52.5M | 2 advisors | Percentage of AUM | View | |
| EAGLE RIDGE WEALTH ADVISORS CRD 165660 | — | Advisory firm LLC | $52.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY CAPITAL MANAGEMENT LLC CRD 340618 | Cheyenne, WY | Advisory firm LLC | $52.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COHO ADVISORY SERVICES, LLC CRD 325710 | Anchorage, AK | Advisory firm LLC | $52.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHPRO, LLC CRD 127907 | NY | Advisory firm LLC | $52.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKSIDE FAMILY OFFICE LLC CRD 339242 | — | Advisory firm LLC | $52.4M | 1 advisors | Percentage of AUM | View | |
| ROOSEVELT MANAGEMENT COMPANY LLC CRD 161605 | New York, NY | Advisory firm LLC | $52.4M | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| ROGOWSKI WEALTH MANAGEMENT LLC CRD 165612 | — | Advisory firm LLC | $52.4M | 2 advisors | Percentage of AUM | View | |
| SLAGEL INVESTMENT MANAGEMENT CRD 118726 | Blacksburg, VA | Advisory firm Sole prop | $52.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIVENCA ASSET MANAGEMENT CRD 288527 | Miami, FL | Advisory firm LLC | $52.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERBATIM FINANCIAL CRD 306685 | — | Advisory firm LLC | $52.3M | 1 advisors | Hourly charges; Fixed fees | View |