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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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTHWISE FINANCIAL SOLUTIONS, LLC CRD 141813 | — | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALBRIGHT CAPITAL MANAGEMENT LP CRD 133613 | Arlington, VA | Advisory firm LP | $49.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BEYOND FINANCIAL PLANNING, LLC CRD 306240 | Bethesda, MD | Advisory firm LLC | $49.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VISTA WAY ADVISORS CRD 309652 | — | Advisory firm LLC | $49.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HALCYON INVESTMENT ADVISOR CRD 327727 | — | Advisory firm LLC | $49.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAC ADAMS WEALTH ADVISORS, LLC CRD 148409 | — | Advisory firm LLC | $49.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUFF CAPITAL MANAGEMENT, LLC CRD 110197 | — | Advisory firm LLC | $49.7M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| BRIDGEWATER ADVISORY GROUP LLC CRD 327259 | Crystal City, MO | Advisory firm LLC | $49.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWELL WEALTH MANAGEMENT, LLC CRD 317576 | Winter Garden, FL | Advisory firm LLC | $49.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCHEMY INVESTMENT MANAGEMENT LLP CRD 323282 | Gandhinagar, Gujarat | Advisory firm LLP | $49.6M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| M CAPITAL WEALTH MANAGEMENT, LLC CRD 155303 | Cheraw, SC | Advisory firm LLC | $49.6M | 2 advisors | Percentage of AUM | View | |
| HALO CAPITAL MANAGEMENT, LLC CRD 154898 | Fairfax, VA | Advisory firm LLC | $49.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVENTAIL WEALTH MANAGEMENT, LLC CRD 282467 | Winter Haven, FL | Advisory firm LLC | $49.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SENTRY FINANCIAL PLANNING, LLC CRD 146687 | — | Advisory firm LLC | $49.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UL WEALTH LLC CRD 309277 | Valdosta, GA | Advisory firm LLC | $49.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE CAPITAL MANAGEMENT NW, LLC CRD 147392 | — | Advisory firm LLC | $49.4M | 2 advisors | Percentage of AUM | View | |
| BANCREEK CAPITAL MANAGEMENT, LP CRD 312900 | Santa Monica, CA | Advisory firm LP | $49.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INVESTMENT ANSWERS CRD 168119 | Louisville, KY | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM | View | |
| JADWIN ASSET MANAGEMENT LLC CRD 307728 | Greenwich, CT | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM | View | |
| SOLARIS PRIVATE WEALTH MANAGEMENT CRD 140180 | Austin, TX | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE WEALTH ADVISORS LLC CRD 128997 | — | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YOUR CHOICE FINANCIAL LLC CRD 321169 | — | Advisory firm LLC | $49.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| IRL FINANCIAL, LLC CRD 306575 | — | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ROCKROSE CAPITAL MANAGEMENT, LLC CRD 141405 | San Francisco, CA | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM; PROFIT ALLOCATION SIMILAR TO PERFORMANCE FEES | View |