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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 | |||||
|---|---|---|---|---|---|---|---|
| APPLIED WEALTH MANAGEMENT CRD 318732 | Bakersfield, CA | Advisory firm LLC | $46.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLESTONE MANAGEMENT LLC CRD 170379 | Ridgewood, NJ | Advisory firm LLC | $46.0M | 2 advisors | Percentage of AUM | View | |
| CENTER PILLAR WEALTH MANAGEMENT LLC CRD 313243 | Newark, CA | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRISM WEALTH MANAGEMENT CRD 281702 | — | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM | View | |
| PROPATH FINANCIAL CRD 305914 | — | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLEURUS INVESTMENT ADVISORY, LLC CRD 172257 | — | Advisory firm LLC | $45.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SKROBONJA WEALTH MANAGEMENT, LLC CRD 323899 | Arnold, MO | Advisory firm LLC | $45.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEEP ROOTS CAPITAL CRD 284864 | Harrison, AR | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENVEST ASSET MANAGEMENT, LLC CRD 293134 | — | Advisory firm LLC | $45.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE GROVE ADVISORS LLC CRD 283096 | — | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADDEN CREEK ADVISORS CRD 270010 | San Rafael, CA | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM | View | |
| INSIGHTS INVESTMENTS CRD 309727 | Palo Alto, CA | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| MAZE INVESTMENTS, LLC CRD 153913 | Los Angeles, CA | Advisory firm LLC | $45.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE STRATEGIC WEALTH, LLC CRD 338025 | Cary, IL | Advisory firm LLC | $45.7M | 2 advisors | Percentage of AUM | View | |
| WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC CRD 329895 | Scottsdale, AZ | Advisory firm LLC | $45.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH TRANSITIONS, LLC CRD 281677 | — | Advisory firm LLC | $45.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPPOQUEST CRD 166774 | — | Advisory firm LLC | $45.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLACIER INVESTMENT MANAGEMENT CRD 289129 | Kalispell, MT | Advisory firm LLC | $45.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| POPE WEALTH PLANNING, LLC CRD 328014 | — | Advisory firm LLC | $45.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALL ONE WEALTH, LLC CRD 300847 | — | Advisory firm LLC | $45.7M | 1 advisors | Percentage of AUM | View | |
| FORWARD THINKING WEALTH MANAGEMENT CRD 282297 | — | Advisory firm LLC | $45.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| INDEPENDENT FINANCIAL PLANNING CRD 173917 | — | Advisory firm LLC | $45.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTIOR CAPITAL CRD 316734 | Winter Park, FL | Advisory firm LLC | $45.6M | 1 advisors | Percentage of AUM | View | |
| ROUND TABLE FINANCIAL CRD 307113 | Little Rock, AR | Advisory firm LLC | $45.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |