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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 | |||||
|---|---|---|---|---|---|---|---|
| BLUE TOWER ASSET MANAGEMENT, LLC CRD 173342 | Austin, TX | Advisory firm LLC | $50.6M | 1 advisors | Percentage of AUM | View | |
| PIANO WEALTH MANAGEMENT CRD 317854 | Victor, NY | Advisory firm LLC | $50.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUCCESSFUL WEALTH STRATEGIES, LLC CRD 286563 | — | Advisory firm LLC | $50.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATARAXIA ADVISORY SERVICES, LLC CRD 174214 | — | Advisory firm LLC | $50.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG FINANCIAL PLANNING CRD 123517 | — | Advisory firm LLC | $50.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RISE NORTH CAPITAL INVESTMENT ADVISORS CRD 336740 | Braintree, MA | Advisory firm LLC | $50.6M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| DBA SESLIA SECURITIES CRD 30624 | St.. Thomas, VI | Advisory firm LLC | $50.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GOLDEN EAGLE STRATEGIES, LLC CRD 169362 | Delray Beach, FL | Advisory firm LLC | $50.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ZAK INVESTMENT MANAGEMENT COMPANY, LLC CRD 143889 | Norfolk, VA | Advisory firm LLC | $50.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TEN TALENTS FINANCIAL PLANNING LLC CRD 297195 | Parker, CO | Advisory firm LLC | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTRESS ESTATE SOLUTIONS, PLLC CRD 142809 | Frisco, TX | Advisory firm Other (specify) | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE BRICK CAPITAL, LLC CRD 300365 | Columbus, OH | Advisory firm LLC | $50.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GENFI LLC CRD 156464 | Chicago, IL | Advisory firm LLC | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PICKET FENCE FINANCIAL, LLC CRD 139262 | Forest Hill, MD | Advisory firm LLC | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KATAPULT FINANCIAL PLANNING LLC CRD 322757 | — | Advisory firm LLC | $50.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHWANTES FINANCIAL, LLC CRD 332143 | Overland Park, KS | Advisory firm LLC | $50.5M | 2 advisors | Percentage of AUM | View | |
| KOCH CAPITAL MANAGEMENT LLC CRD 148575 | Alamo, CA | Advisory firm LLC | $50.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KAPELA CRD 309601 | San Antonio, TX | Advisory firm LLC | $50.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARALLEL EQUITY ADVISORS LTD. CRD 153265 | Dublin, OH | Advisory firm LLC | $50.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTREPRENEURSHARES LLC CRD 153615 | Boston, MA | Advisory firm LLC | $50.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEENES WEALTH PARTNERS CRD 158306 | — | Advisory firm LLC | $50.4M | 1 advisors | Fixed fees; PROJECT FEES | View | |
| IWR ADVISORS CRD 327321 | — | Advisory firm LLC | $50.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VIE INVEST, LLC CRD 282226 | — | Advisory firm LLC | $50.4M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TOWNSEND FINANCIAL CRD 291000 | — | Advisory firm LLC | $50.3M | 1 advisors | Hourly charges; Fixed fees | View |