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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPSTONEWEALTH CRD 328380 | Oxford, FL | Advisory firm LLC | $49.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HDQ WEALTH CRD 313427 | Kansas City, MO | Advisory firm LLC | $49.2M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BRIDGE THE GAP RETIREMENT PLANNERS CRD 316508 | Simi Valley, CA | Advisory firm LLC | $49.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRITY ASSET MANAGEMENT, LLC CRD 281834 | — | Advisory firm LLC | $49.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RENAISSANCE WEALTH MANAGEMENT, LLC CRD 174693 | Bethlehem, PA | Advisory firm LLC | $49.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPULENT WEALTH CRD 332007 | — | Advisory firm LLC | $49.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIMEAUMAYER FINANCIAL CRD 306259 | Manassas, VA | Advisory firm LLC | $49.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENCE WEALTH ADVISORS, LLC CRD 292109 | — | Advisory firm LLC | $49.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FLATIRONS WEALTH MANAGEMENT CRD 297720 | Boulder, CO | Advisory firm LLC | $49.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACASTA PARTNERS UK LLP CRD 334955 | London | Advisory firm LLP | $49.0M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ARM FINANCIAL LLC CRD 144340 | — | Advisory firm LLC | $49.0M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT RESOURCES WEALTH MANAGEMENT, LP CRD 142428 | El Paso, TX | Advisory firm Partnership | $49.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAYFAIR FINANCIAL, LLC CRD 321824 | — | Advisory firm LLC | $49.0M | 1 advisors | Fixed fees | View | |
| EGP WEALTH MANAGEMENT, LLC CRD 298338 | North Little Rock, AR | Advisory firm LLC | $49.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MJM FINANCIAL ADVISORS, LLC CRD 135197 | Gillette, NJ | Advisory firm LLC | $48.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NET WORTH SOLUTIONS LLC CRD 129704 | Surprise, AZ | Advisory firm LLC | $48.9M | 1 advisors | Percentage of AUM | View | |
| DICK HUTCHINSON REGISTERED INVESTMENT ADVISOR CRD 111618 | — | Advisory firm Sole prop | $48.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHERN INCOMES, LLC CRD 125278 | — | Advisory firm LLC | $48.9M | 1 advisors | Percentage of AUM | View | |
| BONDWIRE CRD 148710 | Weston, FL | Advisory firm LLC | $48.9M | 9 advisors | Percentage of AUM; SOLICITOR FEES FROM UNRELATED THIRD-PARTY ENTITIES | View | |
| KESSLER PLANNING GROUP CRD 327913 | Bolivar, TN | Advisory firm LLC | $48.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCOTT CAPITAL PARTNERS CRD 166358 | Darien, CT | Advisory firm LLC | $48.9M | 3 advisors | Performance-based fees; CARRIED INTEREST AND OVERHEAD REIMBURSEMENT | View | |
| DB ADVISORS CRD 134485 | Springfield, MO | Advisory firm LLC | $48.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEBULL ADVISORS LLC CRD 304881 | St. Petersburg, FL | Advisory firm LLC | $48.9M | 3 advisors | Percentage of AUM | View | |
| CLEVELAND RETIREMENT PLANNING LLC CRD 308911 | Westlake, OH | Advisory firm LLC | $48.8M | 1 advisors | Percentage of AUM; Fixed fees | View |