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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 | |||||
|---|---|---|---|---|---|---|---|
| OPEN SPACE CAPITAL LLC CRD 333078 | — | Advisory firm LLC | $50.0M | 1 advisors | Performance-based fees | View | |
| PAMALICAN ASSET MANAGEMENT LIMITED CRD 331819 | Hong Kong | Advisory firm Other (specify) | $50.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PREMIERE WEALTH ADVISORS, LLC CRD 294893 | Tucson, AZ | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM | View | |
| PRIME CAPITAL EQUITIES LLC CRD 157411 | — | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM | View | |
| RIGBY WATTS INVESTMENT ADVISORS CRD 302078 | Salt Lake City, UT | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOCCATA CAPITAL CRD 168265 | — | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TWIN PEAKS WEALTH MANAGEMENT LLC CRD 165044 | Cottonwood Heights, UT | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEVER WEALTH MANAGEMENT CRD 332364 | — | Advisory firm LLC | $50.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| CONTINUUM FINANCIAL, LLC CRD 151881 | — | Advisory firm LLC | $49.9M | 1 advisors | Percentage of AUM | View | |
| GREENBRIDGE INVESTMENT MANAGEMENT, LLC CRD 283473 | Lake Oswego, OR | Advisory firm LLC | $49.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMARTER BEAR FINANCIAL ADVISORY CRD 325148 | — | Advisory firm LLC | $49.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GORDON FINANCIAL CRD 174196 | — | Advisory firm LLC | $49.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRONGHOLD CAPITAL PARTNERS LLC CRD 315763 | — | Advisory firm LLC | $49.8M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WILSON FINANCIAL GROUP, LLC CRD 152097 | Suwanee, GA | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IRON HORSE FINANCIAL SERVICES LLC CRD 327802 | — | Advisory firm LLC | $49.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALTAI CAPITAL MANAGEMENT, L.P. CRD 151638 | — | Advisory firm LP | $49.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIRST LIGHT WEALTH CRD 325471 | Hershey, PA | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFIANT CAPITAL GROUP CRD 309626 | Warrendale, PA | Advisory firm LLC | $49.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BUIE INVESTMENT ADVISORS, LLC CRD 129981 | Charlotte, NC | Advisory firm LLC | $49.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BOUNDARY CREEK ADVISORS LP CRD 300768 | NY | Advisory firm LP | $49.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DALTON FINANCIAL LLC CRD 167878 | — | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAUNCH FINANCIAL PLANNING CRD 307327 | Andover, MA | Advisory firm LLC | $49.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| A TO Z FINANCIAL PLANNING LLC CRD 146960 | Oak Creek, WI | Advisory firm LLC | $49.8M | 2 advisors | Percentage of AUM | View | |
| BEDROCK INVESTMENT ADVISORS CRD 173131 | Scottsdale, AZ | Advisory firm LLC | $49.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |