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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 | |||||
|---|---|---|---|---|---|---|---|
| NEXT GEN FINANCIAL PLANNING CRD 337683 | San Diego, CA | Advisory firm LLC | $43.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS FINANCIAL LLC CRD 334246 | Oroville, CA | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONOCACY WEALTH MANAGEMENT, LLC CRD 315979 | Frederick, MD | Advisory firm LLC | $43.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATALYZE WEALTH MANAGEMENT CRD 300078 | Carmel, IN | Advisory firm LLC | $43.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRIO FINANCIAL PLANNING CRD 159180 | Quincy, MA | Advisory firm Sole prop | $43.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| PARALLEL WEALTH MANAGEMENT CRD 286527 | Redding, CA | Advisory firm LLC | $43.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLEY OAK INVESTMENT STRATEGIES LLC CRD 336621 | Kalamazoo, MI | Advisory firm LLP | $43.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESOTERICA CAPITAL LLC CRD 304570 | NY | Advisory firm LLC | $43.4M | 4 advisors | Percentage of AUM | View | |
| PALMER WEALTH MANAGEMENT LLC CRD 286692 | Prairieville, LA | Advisory firm LLC | $43.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEOKAI CAPITAL CRD 319006 | Honolulu, HI | Advisory firm LLC | $43.4M | 3 advisors | Percentage of AUM | View | |
| ELEMENTAL CAPITAL MANAGEMENT, LLC CRD 147218 | — | Advisory firm LLC | $43.4M | 2 advisors | Percentage of AUM | View | |
| OPTIMAL PLANNING LLC CRD 283885 | Concord, NC | Advisory firm LLC | $43.4M | 1 advisors | Percentage of AUM | View | |
| SUCCESSFUL RESOURCE MANAGEMENT, LTD. CRD 110317 | Johnston, IA | Advisory firm LLC | $43.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLETCHING ARROWS WEALTH MANAGEMENT LLC CRD 289254 | Loveland, CO | Advisory firm LLC | $43.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHYSICIANS WEALTH SOLUTIONS, LLC CRD 170623 | Columbus, OH | Advisory firm LLC | $43.3M | 4 advisors | Percentage of AUM | View | |
| TRILLIUM SQUARE ADVISORS LLC CRD 296487 | — | Advisory firm LLC | $43.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOMAIN MONEY ADVISORS, LLC CRD 316434 | New York, NY | Advisory firm LLC | $43.3M | 14 advisors | Hourly charges · Subscription fees +1 more | View | |
| CADENCE WEALTH PARTNERS, LLC CRD 329274 | Concord, NC | Advisory firm LLC | $43.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BOOTH FINANCIAL CRD 289972 | Birmingham, AL | Advisory firm LLC | $43.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INLAND FINANCIAL PLANNING CRD 315123 | Spokane, WA | Advisory firm LLC | $43.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CALIDRIS FINANCIAL, LLC CRD 334935 | Charleston, SC | Advisory firm LLC | $43.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSEN WEALTH MANAGEMENT, LLC CRD 169482 | — | Advisory firm LLC | $43.3M | 1 advisors | Percentage of AUM | View | |
| CRANE CAPITAL MANAGEMENT LLC CRD 310157 | Spring Park, MN | Advisory firm LLC | $43.2M | 2 advisors | Percentage of AUM | View | |
| BURTON WEALTH MANAGEMENT CRD 171381 | Scottsdale, AZ | Advisory firm LLC | $43.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |