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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 | |||||
|---|---|---|---|---|---|---|---|
| LEGADO WEALTH MANAGEMENT LLC CRD 305263 | New York, NY | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPRINGTIDE PARTNERS CRD 287968 | Chicago, IL | Advisory firm LLC | $51.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL CONSULTING, LLC CRD 317183 | Depere, WI | Advisory firm LLC | $51.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EDUCATED SOLUTIONS CRD 304287 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM | View | |
| LAZARUS WEALTH MANAGEMENT LLC CRD 322576 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM; WRAP FEE | View | |
| POLARIS ASSET MANAGEMENT LLC CRD 114586 | — | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL EDGE CRD 114609 | — | Advisory firm Partnership | $51.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANDERSONLANE CRD 301225 | Needham, MA | Advisory firm LLC | $50.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRENNAN ASSET MANAGEMENT CRD 174637 | — | Advisory firm LLC | $50.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FLETCHER CAPITAL MANAGEMENT CRD 153360 | — | Advisory firm LLC | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOURNEY 1 ADVISORS, LLC CRD 323480 | Media, PA | Advisory firm LLC | $50.9M | 1 advisors | Percentage of AUM | View | |
| FERNANDEZ WEALTH MANAGEMENT CRD 337600 | — | Advisory firm LLC | $50.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIENTO FINANCIAL GROUP, LLC CRD 330291 | — | Advisory firm LLC | $50.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARBOGAST FINANCIAL ADVISORS, LLC CRD 141562 | Melbourne, FL | Advisory firm LLC | $50.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC CRD 104588 | Mendon, NY | Advisory firm LLC | $50.7M | 2 advisors | Percentage of AUM | View | |
| WILSON WEALTH MANAGEMENT GROUP, L. L. C. CRD 132912 | — | Advisory firm LLC | $50.7M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC CRD 301456 | Jupiter, FL | Advisory firm LLC | $50.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'CONNOR PORTFOLIO MANAGEMENT LLC CRD 168679 | — | Advisory firm LLC | $50.7M | 1 advisors | Percentage of AUM | View | |
| ATARAXIS FINANCIAL CRD 153187 | — | Advisory firm LLC | $50.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELCOME HOME WEALTH ADVISORS LLC CRD 326027 | North Chesterfield, VA | Advisory firm LLC | $50.7M | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| JULIUS WEALTH ADVISORS, LLC CRD 316741 | Englewood Cliffs, NJ | Advisory firm LLC | $50.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PANARELLA WEALTH MANAGEMENT LLC CRD 164181 | Hartford, CT | Advisory firm LLC | $50.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| E2E FINANCIAL CRD 338290 | Atlanta, GA | Advisory firm LLC | $50.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATIONAL LEGACIES WEALTH MANAGEMENT CRD 327966 | — | Advisory firm LLC | $50.6M | 2 advisors | Percentage of AUM; Fixed fees | View |