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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 | |||||
|---|---|---|---|---|---|---|---|
| WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING CRD 310668 | — | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAWORSKI INVESTMENTS CRD 114585 | — | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM | View | |
| EVERGUIDE FINANCIAL GROUP, LLC CRD 283681 | Cranford, NJ | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPRA CREDIT MANAGEMENT, LLC CRD 281736 | New York, NY | Advisory firm LLC | $45.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPRA IBEX CREDIT OPPORTUNITIES, LLC CRD 332538 | New York, NY | Advisory firm LLC | $45.1M | 4 advisors | Fixed fees | View | |
| PARK RIVER ADVISORS CRD 322015 | — | Advisory firm LLC | $45.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZIZZI INVESTMENTS CRD 322664 | — | Advisory firm LLC | $45.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTAL WEALTH MANAGEMENT CRD 327867 | New York, NY | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CSUITE INVESTMENT LLC CRD 299116 | San Rafael, CA | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KING RIDGE CAPITAL ADVISORS, LLC CRD 333383 | — | Advisory firm LLC | $45.1M | 2 advisors | Percentage of AUM | View | |
| CREST FINANCIAL, LLC CRD 332357 | — | Advisory firm LLC | $45.1M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| ENDURE RETIREMENT LLC CRD 298200 | San Antonio, TX | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNIWEALTH INVESTMENTS LLC CRD 305142 | Lewisburg, PA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT COLLABORATIVE LLC CRD 145733 | Harrisburg, PA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARKING SANDS CAPITAL CRD 141907 | Troy, MI | Advisory firm LLC | $45.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC CRD 143124 | New York, NY | Advisory firm LLC | $45.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EMDE WEALTH MANAGEMENT LLC CRD 284690 | Bloomfield Hills, MI | Advisory firm LLC | $45.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PUISSANCE CAPITAL MANAGEMENT LP CRD 175226 | — | Advisory firm LP | $45.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RAINIER CAPITAL INVESTMENTS LLC CRD 304311 | — | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVEC LLC CRD 310772 | — | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM | View | |
| POTOMAC WEALTH STRATEGIES, LLC CRD 151565 | — | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MILTONIAN CAPITAL MANAGEMENT, LLC CRD 156144 | — | Advisory firm LLC | $45.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SAPIAT ASSET MANAGEMENT, LLC CRD 282647 | Greeneville, TN | Advisory firm LLC | $44.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATLANTIC RETIREMENT & WEALTH ADVISORS LLC CRD 281680 | — | Advisory firm LLC | $44.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |