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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 | |||||
|---|---|---|---|---|---|---|---|
| JON BOS FINANCIAL ADVISOR LLC CRD 115263 | — | Advisory firm LLC | $46.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CONNOR CAPITAL MANAGEMENT, LLC CRD 155893 | Vienna, VA | Advisory firm LLC | $46.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELORUS FINANCIAL, LLC CRD 299043 | Trinity, FL | Advisory firm LLC | $46.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARON CAPITAL MANAGEMENT, LLC CRD 298059 | — | Advisory firm LLC | $46.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PERFETTA CAPITAL, LLC CRD 331779 | — | Advisory firm LLC | $46.8M | 1 advisors | Percentage of AUM | View | |
| BAGBY WEALTH MANAGEMENT CRD 117828 | Dexter, MO | Advisory firm LLC | $46.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUST FUTURES CRD 327226 | San Francisco, CA | Advisory firm LLC | $46.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNCOMMON WEALTH PARTNERS, LLC CRD 288676 | Ankeny, IA | Advisory firm LLC | $46.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LCV ADVISORS LLC CRD 287457 | — | Advisory firm LLC | $46.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANVEST, LLC CRD 309669 | Blair, NE | Advisory firm LLC | $46.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC CRD 174527 | Irving, TX | Advisory firm LLC | $46.6M | 1 advisors | Percentage of AUM | View | |
| CBF ADVISORS, LLC CRD 134079 | New York, NY | Advisory firm LLC | $46.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEALE FINANCIAL, LLC CRD 153787 | — | Advisory firm LLC | $46.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ETHOS PRIVATE WEALTH CRD 166465 | — | Advisory firm LLC | $46.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTY WEALTH MANAGEMENT, LLC CRD 317185 | Hilton Head Island, SC | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIDGE ADVISORS, LLC CRD 158928 | Williamsville, NY | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKWATER FINANCIAL CRD 331580 | — | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CRESTONE FINANCIAL ADVISORS, LLC CRD 163340 | — | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HART WEALTH MANAGEMENT CRD 338236 | West Des Moines, IA | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT ADVISOR GROUP CRD 324490 | Bloomington, MN | Advisory firm LLC | $46.5M | 1 advisors | Percentage of AUM | View | |
| FIOH GLOBAL ASSET MANAGEMENT AND STRATEGIES, LLC CRD 157591 | — | Advisory firm LLC | $46.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VII CAPITAL MANAGEMENT LLC CRD 286371 | Stamford, CT | Advisory firm LLC | $46.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MEGAN ROUSE FINANCIAL PLANNING CRD 148846 | — | Advisory firm Sole prop | $46.4M | 1 advisors | Hourly charges | View | |
| BOERUM HILL FINANCIAL ADVISORS LLC CRD 288987 | Brooklyn, NY | Advisory firm LLC | $46.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |