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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 | |||||
|---|---|---|---|---|---|---|---|
| OAK SPRINGS WEALTH MANAGEMENT, LLC CRD 164332 | — | Advisory firm LLC | $44.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTELLIGENT INVESTING CRD 135120 | Clayton, CA | Advisory firm Sole prop | $44.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAR WEALTH ADVISORS CRD 332344 | Boca Raton, FL | Advisory firm LLC | $44.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARWEALTH CRD 299759 | — | Advisory firm LLC | $44.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKCREST FINANCIAL LLC CRD 282360 | Somers Point, NJ | Advisory firm LLC | $44.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INTERO FINANCIAL PLANNING, LLC CRD 304573 | — | Advisory firm LLC | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ZETLMAIER WEALTH MANAGEMENT LLC CRD 327128 | Seattle, WA | Advisory firm LLC | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIKAPA CRD 144517 | Corte Madera, CA | Advisory firm Sole prop | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED RETIREMENT STRATEGIES CRD 142969 | — | Advisory firm LLC | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WROUGHT FINANCIAL PLANNING CRD 314597 | Haddonfield, NJ | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COURAGE KORVING MILLER PARTNERS, LLC CRD 318067 | Norfolk, VA | Advisory firm LLC | $44.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICON CAPITAL MANAGEMENT, LLC CRD 115239 | — | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY INVESTMENT SERVICES, LLC CRD 144127 | Rancho Cucamonga, CA | Advisory firm LLC | $44.2M | 4 advisors | Percentage of AUM; REFERRAL FEES/PENSION CONSULTING FEES | View | |
| KANNO CAPITAL CRD 308060 | Bellevue, WA | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPIC INVESTMENT MANAGEMENT CRD 155370 | — | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM | View | |
| SMART PORTFOLIO CRD 324633 | Brea, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM | View | |
| BARNES & COMPANY INVESTMENT COUNSEL, LLC CRD 282136 | Los Angeles, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WINTHROP PARTNERS - WPA , LLC CRD 282102 | Buffalo, NY | Advisory firm LLC | $44.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATERFORD FINANCIAL MANAGEMENT, LLC CRD 143810 | Fair Haven, MI | Advisory firm LLC | $44.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MASS GROUP CRD 330425 | Dubai, CA | Advisory firm LLC | $44.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DJ WEALTH SYSTEMS, LLC CRD 299360 | CA | Advisory firm LLC | $44.0M | 1 advisors | Percentage of AUM | View | |
| LIONS GATE SOVEREIGN CAPITAL, LLC CRD 134781 | White Bear Lake, MN | Advisory firm LLC | $44.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASCENT RETIREMENT ADVISORS CRD 325385 | Boise, ID | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM | View | |
| BEST WEALTH ADVISORY, LLC CRD 326526 | Saint George, UT | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM; Hourly charges | View |