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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 | |||||
|---|---|---|---|---|---|---|---|
| WACHTEL CAPITAL ADVISORS, LLC CRD 311280 | Towaco, NJ | Advisory firm LLC | $44.9M | 1 advisors | Percentage of AUM | View | |
| NEXGEN INVESTMENTS LLC CRD 322604 | — | Advisory firm LLC | $44.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BAKER ASSET MANAGEMENT, LLC CRD 289524 | — | Advisory firm LLC | $44.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEGDAHL INVESTMENT MANAGEMENT, LLC CRD 169043 | — | Advisory firm LLC | $44.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSIDE EDGE CAPITAL MANAGEMENT, LLC CRD 315864 | — | Advisory firm LLC | $44.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ELKWATER CAPITAL CRD 333963 | New York, NY | Advisory firm LLC | $44.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CELIA MANN BAEHR, CFP CRD 172152 | Mobile, AL | Advisory firm Sole prop | $44.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WADA CAPITAL MANAGEMENT, LLC CRD 143634 | El Cerrito, CA | Advisory firm LLC | $44.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NORDWAND INVESTMENTS, LLC CRD 323829 | Radnor, PA | Advisory firm LLC | $44.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN FAMILY LEGACY GROUP CRD 154050 | Tampa, FL | Advisory firm LLC | $44.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVVI FINANCIAL LLC CRD 169196 | Waltham, MA | Advisory firm LLC | $44.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLAKE FINANCIAL COUNSEL, LLC CRD 305157 | Atlanta, GA | Advisory firm LLC | $44.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GIRDWOOD CAPITAL LLC CRD 330282 | — | Advisory firm LLC | $44.7M | 1 advisors | Percentage of AUM | View | |
| PLENTIFUL WEALTH, LLC CRD 312250 | Louisville, KY | Advisory firm LLC | $44.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A-TEAM FINANCIAL INVESTMENTS CRD 298219 | Oklahoma City, OK | Advisory firm LLC | $44.7M | 2 advisors | Percentage of AUM | View | |
| EBCO TRUSTEE SERVICES LTD LIAB. CO. CRD 338094 | Chiasso, Ticino, NY | Advisory firm LLC | $44.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFETIME FINANCIAL CRD 312171 | Takoma Park, MD | Advisory firm LLC | $44.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHFINDER FINANCIAL SERVICES CRD 289125 | — | Advisory firm LLC | $44.6M | 1 advisors | Percentage of AUM | View | |
| EASTLAKE PLANNING LLC CRD 331427 | — | Advisory firm LLC | $44.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AETOLIA CAPITAL LLC CRD 288624 | — | Advisory firm LLC | $44.5M | 1 advisors | Percentage of AUM | View | |
| LIGHTHOUSE CAPITAL, LLC CRD 147497 | Boston, MA | Advisory firm LLC | $44.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOOD LIFE PRIVATE WEALTH, LLC CRD 165613 | Fort Worth, TX | Advisory firm LLC | $44.5M | 2 advisors | Percentage of AUM | View | |
| SILVERLAKE PORTFOLIO ADVISORS LLC CRD 175210 | — | Advisory firm LLC | $44.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FUTURE PERFECT PLANNING, LLC CRD 173765 | NY | Advisory firm LLC | $44.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |