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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 | |||||
|---|---|---|---|---|---|---|---|
| FRANKLIN STREET CAPITAL LLC CRD 321236 | — | Advisory firm LLC | $47.8M | 1 advisors | Percentage of AUM | View | |
| THE LEONARD FINANCIAL GROUP, LLC CRD 123651 | Riverside, CA | Advisory firm LLC | $47.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARSON FINANCIAL PLANNING CRD 287612 | — | Advisory firm LLC | $47.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRAYLARK FINANCIAL, LLC CRD 325833 | — | Advisory firm LLC | $47.7M | 1 advisors | Percentage of AUM | View | |
| MARKETSTRATS, LLC CRD 286420 | — | Advisory firm LLC | $47.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOKSON FINANCIAL, LLC CRD 142407 | Excelsior, MN | Advisory firm LLC | $47.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GALLATIN FINANCIAL ADVISORS, LLC CRD 164901 | — | Advisory firm LLC | $47.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREY OWL CAPITAL MANAGEMENT, LLC CRD 149998 | Arlington, VA | Advisory firm LLC | $47.7M | 2 advisors | Percentage of AUM | View | |
| FRONTIER FINANCIAL PARTNERS, LLC CRD 136465 | — | Advisory firm LLC | $47.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OCEAN PARK CAPITAL MANAGEMENT, LLC CRD 134517 | Santa Monica, CA | Advisory firm LLC | $47.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ASA ASSET MANAGEMENT LLC CRD 335177 | New York, NY | Advisory firm LLC | $47.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LATTICE WEALTH ADVISORS CRD 301132 | Chattanooga, TN | Advisory firm LLC | $47.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODEL CAPITAL MANAGEMENT LLC CRD 166921 | Waltham, MA | Advisory firm LLC | $47.6M | 2 advisors | Percentage of AUM | View | |
| ADVISORS ON CALL CRD 315319 | Laguna Hills, CA | Advisory firm LLC | $47.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE WEALTH STEWARDS CRD 305312 | Carmel, IN | Advisory firm LLC | $47.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK PARK WEALTH MANAGEMENT LLC CRD 195511 | — | Advisory firm LLC | $47.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYNIC WEALTH MANAGEMENT LLC CRD 321782 | — | Advisory firm LLC | $47.5M | 3 advisors | Percentage of AUM | View | |
| STERLING OAK ADVISORS CRD 152267 | Boston, MA | Advisory firm Sole prop | $47.5M | 1 advisors | Percentage of AUM | View | |
| HALE & DOERR WEALTH MANAGEMENT LLC CRD 301094 | Gulf Breeze, FL | Advisory firm LLC | $47.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NURTURE INVESTMENT STRATEGIES LLC CRD 317443 | — | Advisory firm LLC | $47.4M | 1 advisors | Percentage of AUM | View | |
| APM WEALTH CRD 289340 | Portland, OR | Advisory firm LLC | $47.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROPSEY ASSET MANAGEMENT, LLC CRD 129503 | — | Advisory firm LLC | $47.4M | 1 advisors | Percentage of AUM | View | |
| HUMANIZE WEALTH CRD 325178 | Seattle, WA | Advisory firm LLC | $47.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FREEDOM WEALTH MANAGEMENT LLC CRD 336097 | Spokane, WA | Advisory firm LLC | $47.4M | 1 advisors | Percentage of AUM | View |