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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 | |||||
|---|---|---|---|---|---|---|---|
| VERITAS INVESTMENT ADVISORY GROUP LLC CRD 336821 | Hendersonville, NC | Advisory firm LLC | $45.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| UNEST ADVISERS, LLC CRD 308125 | Laramie, WY | Advisory firm LLC | $45.6M | 1 advisors | Percentage of AUM · DISCRETIONARY ACCT FEE +1 more | View | |
| CONTINUUM WEALTH MANAGEMENT, LLC CRD 148844 | — | Advisory firm LLC | $45.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STRAIGHT FORWARD WEALTH MANAGEMENT, LLC CRD 329055 | Rochester, NH | Advisory firm LLC | $45.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIDENT CAPITAL ADVISORS, LLC CRD 305177 | Reno, NV | Advisory firm LLC | $45.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLENNIUM PORTFOLIO ADVISORS CRD 137124 | — | Advisory firm Sole prop | $45.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| QUANTESSENCE CAPITAL CRD 330051 | New York, NY | Advisory firm LLC | $45.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC CRD 326890 | Miami, FL | Advisory firm LLC | $45.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| UNITED GLOBAL ADVISORS, LLC CRD 167809 | Beverly Hills, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM | View | |
| TOUPS CAPITAL ADVISORS LLC CRD 323564 | — | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM | View | |
| LOOKAHEAD WEALTH LLC CRD 285724 | West Linn, OR | Advisory firm LLC | $45.4M | 2 advisors | Percentage of AUM | View | |
| DURAN CAPITAL MANAGEMENT, LLC CRD 321779 | Santa Barbara, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VICTORY WEALTH SERVICES, LLC CRD 290270 | Prescott, AZ | Advisory firm LLC | $45.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BROWNING CAPITAL MANAGEMENT LLC CRD 169271 | — | Advisory firm LLC | $45.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAWSTON WEALTH MANAGEMENT LLC CRD 281222 | Olympia, WA | Advisory firm LLC | $45.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARROWHEAD ASSET MANAGEMENT CRD 117075 | Wimberley, TX | Advisory firm Sole prop | $45.3M | 0 total employees | Percentage of AUM | View | |
| JAMES HORTON, LLC CRD 129114 | — | Advisory firm LLC | $45.3M | 1 advisors | Percentage of AUM | View | |
| CEDAR VALLEY CAPITAL LLC CRD 306303 | Roswell, GA | Advisory firm LLC | $45.3M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| BARRETT CAPITAL PARTNERS CRD 314619 | Weymouth, MA | Advisory firm LLC | $45.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEST LOOP FINANCIAL LLC CRD 172670 | — | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM | View | |
| CORE PARTNERS CRD 300771 | — | Advisory firm LLC | $45.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 7 SATURDAYS FINANCIAL CRD 319340 | — | Advisory firm LLC | $45.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| INTUITIVE WEALTH MANAGEMENT, LLC CRD 298098 | — | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM | View | |
| PYSNIK FINANCIAL, LLC CRD 324261 | Pasadena, CA | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM; Hourly charges | View |