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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 | |||||
|---|---|---|---|---|---|---|---|
| DEFINING WEALTH CRD 328930 | — | Advisory firm LLC | $50.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SATORI FINANCIAL LLC CRD 115592 | — | Advisory firm LLC | $50.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZOREA CAPITAL LP CRD 331448 | Englewood, NJ | Advisory firm LP | $50.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CARRIAGE HILL INVESTMENT ASSOCIATES LLC CRD 304487 | Lancaster, PA | Advisory firm LLC | $50.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UBEQUITY WEALTH MANAGEMENT, LLC CRD 311577 | — | Advisory firm LLC | $50.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPP CREDIT ADVISORS II LLC CRD 323725 | New York, NY | Advisory firm LLC | $50.2M | 6 advisors | Percentage of AUM; PERCENTAGE OF BORROWED FUNDS | View | |
| MERITAGE WEALTH MANAGEMENT CRD 311884 | Carlsbad, CA | Advisory firm LLC | $50.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONADNOCK CAPITAL PARTNERS, LLC CRD 144176 | — | Advisory firm LLC | $50.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH FINANCIAL ADVISORS, LLC CRD 287463 | Hilliard, OH | Advisory firm LLC | $50.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EAGLES COAST WEALTH MANAGEMENT, LLC CRD 297423 | Daniel Island, SC | Advisory firm LLC | $50.1M | 2 advisors | Percentage of AUM | View | |
| DIVERGENT CAPITAL ASSET MANAGEMENT LLC CRD 324549 | Doral, FL | Advisory firm LLC | $50.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND VIEW FINANCIAL ADVISORS CRD 154732 | Walpole, MA | Advisory firm LLC | $50.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A. GARY SHILLING & CO. CRD 288071 | Springfield, NJ | Advisory firm Other (specify) | $50.1M | 3 advisors | Percentage of AUM | View | |
| ARROWHEAD INVESTMENT ADVISORS, LLC CRD 167964 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| D.A. FLOWERS & COMPANY, LLC CRD 149154 | Berkeley, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARBER & ASSOCIATES CRD 154678 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| ALBAN INVESTMENT MANAGEMENT, LLC CRD 121151 | — | Advisory firm LLC | $50.0M | 0 total employees | Percentage of AUM | View | |
| AVONDALE CONQUEST, LLC CRD 122821 | Sausalito, CA | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DV CAPITAL MANAGEMENT, LLC CRD 147013 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| FOXPATH CAPITAL PARTNERS LP CRD 331708 | New York, NY | Advisory firm LP | $50.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRATUS WEALTH STRATEGIES LLC CRD 330842 | Austin, TX | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| NORTHPOINT FINANCIAL PLANNING LLC CRD 146980 | Delaware, OH | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OM PACIFIC CAPITAL LLC CRD 269970 | — | Advisory firm LLC | $50.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE68 GLOBAL CAPITAL, LLC CRD 284585 | New York, NY | Advisory firm LLC | $50.0M | 4 advisors | Percentage of AUM; Performance-based fees | View |