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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 | |||||
|---|---|---|---|---|---|---|---|
| VERACITY WEALTH MANAGEMENT LLC CRD 290625 | Oakbrook Terrace, IL | Advisory firm LLC | $48.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENROCK ADVISORY LLC CRD 157645 | — | Advisory firm LLC | $48.8M | 1 advisors | Percentage of AUM | View | |
| TO WEALTH, LLC CRD 291594 | — | Advisory firm LLC | $48.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JULIE A. WURST, CFP, LLC CRD 288196 | — | Advisory firm LLC | $48.7M | 1 advisors | Hourly charges; Fixed fees | View | |
| KPC TERRAPIN GROUP LLC CRD 285526 | New York, NY | Advisory firm LLC | $48.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PETERS WEALTH GROUP CRD 316813 | Westerville, OH | Advisory firm LLC | $48.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LODESTAR FINANCIAL MANAGEMENT, LLC CRD 155689 | — | Advisory firm LLC | $48.6M | 1 advisors | Fixed fees | View | |
| ARETE ADVISORS CRD 299636 | Houston, TX | Advisory firm LLC | $48.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL PLANNING SERVICES CRD 129129 | Merchantville, NJ | Advisory firm LLC | $48.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EPONA FINANCIAL SOLUTIONS CRD 155591 | — | Advisory firm LLC | $48.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHAGLIDER LLC CRD 166218 | — | Advisory firm LLC | $48.5M | 1 advisors | Percentage of AUM | View | |
| SUTRO ADVISORS CRD 297856 | — | Advisory firm LLC | $48.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KRANE CAPITAL MANAGEMENT, LLC CRD 329110 | New York, NY | Advisory firm LLC | $48.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| AVENTURA CAPITAL MANAGEMENT, LLC CRD 142478 | Boca Raton, FL | Advisory firm LLC | $48.4M | 3 advisors | Percentage of AUM; Commissions | View | |
| BYRON PLACE CAPITAL MANAGEMENT, LLC CRD 282078 | Metuchen, NJ | Advisory firm LLC | $48.4M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FULL COURT STRATEGIC WEALTH, LLC CRD 309257 | Mount Laurel, NJ | Advisory firm LLC | $48.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRANDON HILL WEALTH MANAGEMENT, LLC CRD 315778 | NY | Advisory firm LLC | $48.4M | 1 advisors | Percentage of AUM | View | |
| NAJARIAN FINANCIAL LLC CRD 306339 | Braintree, MA | Advisory firm LLC | $48.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENSTAR ADVISORS CRD 289373 | — | Advisory firm LLC | $48.4M | 1 advisors | Percentage of AUM | View | |
| MACNEIL CAPITAL MANAGEMENT CRD 130246 | — | Advisory firm Sole prop | $48.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTHWESTERN MONEY MANAGEMENT LLC CRD 304033 | San Antonio, TX | Advisory firm LLC | $48.3M | 2 advisors | Percentage of AUM | View | |
| SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD. CRD 109595 | Canfield, OH | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLIMAX WEALTH MANAGEMENT, LLC CRD 133710 | — | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM | View | |
| MARK MUECKE CAPITAL MANAGEMENT, LLC CRD 289109 | San Antonio, TX | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM | View |