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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 | |||||
|---|---|---|---|---|---|---|---|
| MB ADVISORS LLC CRD 169490 | — | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEVATE CAPITAL MANAGEMENT, L.L.C. CRD 301992 | San Francisco, CA | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| YAVAPAI FINANCIAL PLANNING, L.L.C. CRD 115912 | Prescott, AZ | Advisory firm LLC | $47.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AXION FINANCIAL GROUP LLC CRD 154991 | Bethany Beach, DE | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEPPLA CAPITAL MANAGEMENT LLC CRD 156328 | — | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HILBERT 8, LLC CRD 284577 | New York, NY | Advisory firm LLC | $47.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ASTRA PRIME WEALTH MANAGEMENT CRD 333432 | Pittsburgh, PA | Advisory firm LLC | $47.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWENTY FIFTY CAPITAL CRD 281087 | Mt Pleasant, SC | Advisory firm LLC | $47.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALTURAS WEALTH MANAGEMENT, LLC CRD 304531 | — | Advisory firm LLC | $47.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOUND INVESTMENT MANAGEMENT, LLC CRD 299859 | Newport Beach, CA | Advisory firm LLC | $47.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGH GRADE INVESTMENT SOLUTIONS, LLC CRD 142037 | — | Advisory firm LLC | $47.1M | 1 advisors | Percentage of AUM | View | |
| LONETREE WEALTH MANAGEMENT CRD 322711 | Memphis, TN | Advisory firm LLC | $47.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CORTEZ WEALTH MANAGEMENT CRD 333390 | El Paso, TX | Advisory firm LLC | $47.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VELA CONSULTING, LLC CRD 304085 | — | Advisory firm LLC | $47.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COURIC FINANCIAL CRD 317137 | — | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGENT WEALTH ADVISORS, LLC CRD 172856 | Lafayette, CA | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM | View | |
| BARINGTON CAPITAL MANAGEMENT, LLC CRD 282826 | Green Bay, WI | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM | View | |
| BRAVE BOAT CAPITAL ADVISORS CRD 275029 | Boston, MA | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHISHOLM FINANCIAL PLANNING & INVESTMENTS CRD 293233 | — | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORMA FINANCIAL PLANNING CRD 330194 | — | Advisory firm LLC | $46.9M | 1 advisors | Percentage of AUM | View | |
| ASCENT FINANCIAL ADVISORS CRD 154140 | — | Advisory firm LLC | $46.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FLEMING WEALTH STRATEGIES, LLC CRD 167873 | Glendale, AZ | Advisory firm LLC | $46.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M. W. ARAGAO INVESTMENT ADVISORS, LLC CRD 134395 | Cumberland, RI | Advisory firm LLC | $46.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DAVIS CAPITAL ADVISORS, LLC CRD 153496 | New York, NY | Advisory firm LLC | $46.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |