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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 | |||||
|---|---|---|---|---|---|---|---|
| POWERS CAPITAL MANAGEMENT CRD 301914 | Conshohocken, PA | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KERWIN ASSET MANAGEMENT, LLC CRD 145906 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM | View | |
| EPIC FINANCIAL, LLC CRD 169410 | Hudson, OH | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ERIKSEN CAPITAL MANAGEMENT CRD 138089 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| K.W. ANDERSEN INVESTMENT GROUP, LLC CRD 290645 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM | View | |
| ACME CREDIT PARTNERS CRD 328087 | New York, NY | Advisory firm LLC | $43.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HUSSMEN FINANCIAL CRD 148127 | Midlothian, VA | Advisory firm LLC | $43.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| SECTOR LOGIC, LP CRD 143470 | Santa Ana, CA | Advisory firm LP | $43.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEADING EDGE WEALTH MANAGEMENT, LLC CRD 148787 | Rolling Meadows, IL | Advisory firm LLC | $43.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULER WEALTH PLANNING LLC CRD 318249 | Columbus, OH | Advisory firm LLC | $43.7M | 3 advisors | Hourly charges; Fixed fees | View | |
| PUGH WEALTH MANAGEMENT, LLC CRD 306754 | Knoxville, TN | Advisory firm LLC | $43.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENROCK WEALTH MANAGEMENT, LLC CRD 275030 | East Grand Rapids, MI | Advisory firm LLC | $43.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SRC WEALTH ADVISORS LLC CRD 269870 | — | Advisory firm LLC | $43.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC CRD 167564 | Bellevue, WA | Advisory firm LLC | $43.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ONE DAY WEALTH CRD 296786 | — | Advisory firm LLC | $43.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENSTONE WEALTH MANAGEMENT CRD 305311 | Forest City, IA | Advisory firm LLC | $43.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DEFINED CAPITAL LLC CRD 317360 | Oak Brook, IL | Advisory firm LLC | $43.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PORTFOLIO PARTNERS CRD 157079 | Warrenville, IL | Advisory firm LLC | $43.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRUVIZE FINANCIAL PLANNING CRD 331821 | El Paso, TX | Advisory firm LLC | $43.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREY RHODES ADVISORS, LLC CRD 311491 | Palm Beach Gardens, FL | Advisory firm LLC | $43.6M | 2 advisors | Percentage of AUM | View | |
| NORTHBOUND WEALTH CRD 311107 | Indianapolis, IN | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAMET ADVISORS LLC CRD 282730 | — | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOKE FINANCIAL SERVICES, LLC CRD 330459 | — | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFETIME FINANCIAL FOUNDATIONS, LLC CRD 300683 | — | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |