Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| WRIGHT WEALTH MANAGEMENT, LLC CRD 162326 | — | Advisory firm LLC | $43.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EISENHILFER CAPITAL LLC CRD 321763 | Lincoln, RI | Advisory firm LLC | $43.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLE HILL CAPITAL CRD 285817 | — | Advisory firm LLC | $43.1M | 1 advisors | Percentage of AUM | View | |
| AJAX ASSET MGMT., LLC CRD 328746 | Los Angeles, CA | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BASED CAPITAL WEALTH LLC CRD 333173 | Durham, NC | Advisory firm LLC | $43.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIRECTIONAL ADVISORS CRD 311908 | TX | Advisory firm LLC | $43.0M | 3 advisors | Percentage of AUM | View | |
| MOUNTAIN WEALTH MANAGEMENT, LLC CRD 309244 | Bozeman, MT | Advisory firm LLC | $43.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| A & L PERSONAL BUSINESS MANAGEMENT, LLC CRD 334626 | — | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM | View | |
| SEREN WEALTH ADVISORS, LLC CRD 282770 | — | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIEDMONT CAPITAL ASSET MANAGEMENT LLC CRD 143153 | — | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM | View | |
| WANDER FINANCIAL SERVICES, LLC CRD 151534 | — | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROGERS FINANCIAL ADVISORY GROUP, LLC CRD 130223 | Greenville, SC | Advisory firm LLC | $42.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECURE INVESTMENT MANAGEMENT, LLC CRD 141195 | Tucson, AZ | Advisory firm LLC | $42.9M | 20 advisors | Percentage of AUM; Hourly charges | View | |
| PARKMONT WEALTH ADVISORS LLC CRD 291778 | Fremont, OH | Advisory firm LLC | $42.9M | 5 advisors | Percentage of AUM | View | |
| STEVARD LLC CRD 285189 | — | Advisory firm LLC | $42.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAKER WEALTH GROUP LLC CRD 317841 | Lagrange, GA | Advisory firm LLC | $42.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPOUND WEALTH, ADVISORY AND TAX LLC CRD 337358 | Madison, WI | Advisory firm LLC | $42.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DAVIDSON & WATSON FINANCIAL CRD 306686 | Lake Oswego, OR | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| III FINANCIAL, LLC CRD 159844 | — | Advisory firm LLC | $42.8M | 1 advisors | Fixed fees | View | |
| FORMULA WEALTH CRD 308923 | — | Advisory firm LLC | $42.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| LONG LAKE CAPITAL MANAGEMENT, LLC CRD 171644 | Birmingham, MI | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM | View | |
| TRANSPARENT WEALTH CONSULTING LLC CRD 283193 | New York, NY | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ETERNAL CAPITAL, LLC CRD 333684 | Miami, FL | Advisory firm LLC | $42.7M | 5 advisors | Performance-based fees | View | |
| DROST FINANCIAL CRD 312103 | — | Advisory firm LLC | $42.7M | 1 advisors | Percentage of AUM; Fixed fees | View |