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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 | |||||
|---|---|---|---|---|---|---|---|
| PINYON PINE CAPITAL LLC CRD 155916 | Ketchum, ID | Advisory firm LLC | $46.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWEST ADVISORS LLC CRD 305137 | St.. Louis, MO | Advisory firm LLC | $46.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAPORT GLOBAL ADVISORS, LLC CRD 154287 | Boston, MA | Advisory firm LLC | $46.3M | 4 advisors | Percentage of AUM | View | |
| ESSEX CAPITAL MANAGEMENT CRD 164782 | — | Advisory firm LLC | $46.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COOPER EAGLE, LLC CRD 314675 | King Of Prussia, PA | Advisory firm LLC | $46.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRILLIANT FINANCIAL STRATEGIES LLC CRD 292622 | — | Advisory firm LLC | $46.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVESTIRE LLC CRD 299977 | Buenos Aires | Advisory firm LLC | $46.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SCHULZ FINANCIAL, LLC CRD 126820 | — | Advisory firm LLC | $46.2M | 1 advisors | Percentage of AUM | View | |
| MODERN MONEY MANAGEMENT LLC CRD 311307 | — | Advisory firm LLC | $46.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN WEALTH ADVISORS CRD 155966 | Durango, CO | Advisory firm LLC | $46.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MODERN WEALTH CONCEPTS LLC CRD 154742 | Jenkintown, PA | Advisory firm LLC | $46.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH PLANNING ADVISORS LLC CRD 327765 | — | Advisory firm LLC | $46.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NEST FINANCIAL PLANNING, LLC CRD 317587 | — | Advisory firm LLC | $46.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATTAINABLE WEALTH CRD 281206 | — | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL PLANNING GROUP, LLC CRD 118921 | Costa Mesa, CA | Advisory firm LLC | $46.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPHINX INVESTMENTS LLC CRD 327836 | CA | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM | View | |
| GREEN PEAKS PLANNING CRD 319207 | — | Advisory firm LLC | $46.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPULENTIA, LLC CRD 314197 | Hunt Valley, MD | Advisory firm LLC | $46.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHSPRING ADVISORS, LLC CRD 147063 | Minneapolis, MN | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAGSHIP WEALTH MANAGEMENT GROUP, LLC CRD 332428 | — | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HARPER ASSET MANAGEMENT, LLC CRD 334492 | — | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM | View | |
| SARSI, LLC CRD 168399 | — | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWOS FOR HIRE CRD 282564 | Saint Louis, MO | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTAMONT ADVISORS LLC CRD 172417 | — | Advisory firm LLC | $46.0M | 2 advisors | Percentage of AUM; Hourly charges | View |