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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 | |||||
|---|---|---|---|---|---|---|---|
| HERZOG FINANCIAL GROUP, LLC CRD 174141 | Saint Louis, MO | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JME WEALTH MANAGEMENT CRD 319491 | Raleigh, NC | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALKYRIE PRIVATE WEALTH MANAGEMENT CRD 325524 | — | Advisory firm LLC | $48.3M | 1 advisors | Percentage of AUM | View | |
| TORCHLIGHT FINANCIAL CRD 156559 | Edina, MN | Advisory firm LLC | $48.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEHL WEALTH MANAGEMENT CRD 300281 | Delafield, WI | Advisory firm LLC | $48.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEWAY WEALTH MANAGEMENT, LLC CRD 323278 | Saint Louis, MO | Advisory firm LLC | $48.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVAARI FINANCIAL CRD 153855 | — | Advisory firm Sole prop | $48.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARRAM INVESTMENT MANAGEMENT, LLC CRD 155821 | Vancouver, WA | Advisory firm LLC | $48.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NICHE INVESTMENT ADVISORS LLC CRD 311014 | King Of Prussia, PA | Advisory firm LLC | $48.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CATES FP, CATES TAX ADVISORY CRD 290650 | — | Advisory firm LLC | $48.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWAN RETIREMENT STRATEGIES CRD 332099 | Sarasota, FL | Advisory firm LLC | $48.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTEMPORARY FINANCIAL PLANNING CRD 314869 | Blairsville, GA | Advisory firm LLC | $48.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREST PARK CAPITAL LLC CRD 337308 | St.. Charles, MO | Advisory firm LLC | $48.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LONG GAME FINANCIAL, LLC CRD 288618 | — | Advisory firm LLC | $48.0M | 1 advisors | Percentage of AUM | View | |
| BARRETT CAPITAL MANAGEMENT,LLC CRD 117272 | Richmond, VA | Advisory firm LLC | $48.0M | 2 advisors | Percentage of AUM | View | |
| RETIREMENT PLAN ADVISORS LTD CRD 158882 | Cincinnati, OH | Advisory firm LLC | $48.0M | 2 advisors | Percentage of AUM | View | |
| APIS WEALTH, LLC CRD 305606 | — | Advisory firm LLC | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DREYFUSS CAPITAL MANAGEMENT LLC CRD 309769 | Jackson, WY | Advisory firm LLC | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LADEWIG INVESTMENT MANAGEMENT, LLC CRD 314620 | — | Advisory firm LLC | $47.9M | 1 advisors | Percentage of AUM | View | |
| THE HATLESTAD GROUP CRD 290435 | Edina, MN | Advisory firm LLC | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERVANT WEALTH MANAGEMENT LLC CRD 172666 | Memphis, TN | Advisory firm LLC | $47.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STONEY CREEK ADVISORS LLC CRD 284038 | Rochester Hills, MI | Advisory firm LLC | $47.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| APEX FIDUCIARY ADVISORS LLC CRD 313555 | Middleton, WI | Advisory firm LLC | $47.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVUE ADVISORS LLC CRD 136600 | — | Advisory firm LLC | $47.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |