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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 | |||||
|---|---|---|---|---|---|---|---|
| GEN2 ADVISORS, LLC CRD 336736 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 46 AND 2 INVESTMENT ADVISORS, LLC CRD 169617 | — | Advisory firm LLC | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNIVERSAL VALUE ADVISORS CRD 285644 | Reno, NV | Advisory firm LLC | $51.9M | 4 advisors | Percentage of AUM | View | |
| VZD CAPITAL MANAGEMENT LLC CRD 166514 | — | Advisory firm LLC | $51.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUSKO WEALTH ADVISORS CRD 329858 | Naples, FL | Advisory firm LLC | $51.9M | 1 advisors | Percentage of AUM | View | |
| CIC INVESTMENT CONSULTANTS, LLC CRD 125459 | Glenwood, AR | Advisory firm LLC | $51.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEEKS FINANCIAL SERVICES, LLC CRD 172665 | Erdenheim, PA | Advisory firm LLC | $51.9M | 1 advisors | Percentage of AUM | View | |
| 42 AM, LLC CRD 339735 | New York, NY | Advisory firm LLC | $51.9M | 5 advisors | Percentage of AUM; CHECK (OID SKIM) | View | |
| ENDEAVOR FINANCIAL PLANNING CRD 287615 | Sacramento, CA | Advisory firm Sole prop | $51.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 9I CAPITAL GROUP LLC CRD 323057 | — | Advisory firm LLC | $51.7M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ALPINE ASSET MANAGEMENT CRD 174703 | Zephyr Cove, NV | Advisory firm LLC | $51.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR BAY PRIVATE WEALTH LLC CRD 327418 | Carlsbad, CA | Advisory firm LLC | $51.7M | 6 advisors | Percentage of AUM | View | |
| STASH WEALTH, LLC CRD 167072 | New York, NY | Advisory firm LLC | $51.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARMONEY WEALTH, PLLC CRD 307483 | — | Advisory firm Other (specify) | $51.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SONORAN CAPITAL MANAGEMENT, LLC CRD 152942 | — | Advisory firm LLC | $51.7M | 2 advisors | Percentage of AUM | View | |
| CONVEY WEALTH LLC CRD 322622 | Burbank, CA | Advisory firm LLC | $51.7M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| EUREKA FINANCIAL PLANNERS, LLC CRD 269975 | — | Advisory firm LLC | $51.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVLA HILLS EQUITY SERVICES LLC CRD 142446 | Saratoga, CA | Advisory firm LLC | $51.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TECKMEYER FINANCIAL SERVICES, L.L.C. CRD 39000 | Omaha, NE | Advisory firm LLC | $51.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR CAPITAL ADVISORS LLC CRD 150004 | — | Advisory firm LLC | $51.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PUREVEST CRD 318332 | Staten Island, NY | Advisory firm LLC | $51.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURPLE DOG INVESTMENTS LLC CRD 300905 | Springfield, NJ | Advisory firm LLC | $51.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEISER FINANCIAL PLANNING LLC CRD 289400 | — | Advisory firm LLC | $51.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PLANNING SOLUTIONS, LLC CRD 132118 | — | Advisory firm LLC | $51.5M | 1 advisors | Percentage of AUM; Hourly charges | View |