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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.

Filter nameOrg structureFirm typeMin AUM ($)

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

					Fees	Reputation	Profile
RESONANCE FINANCIAL, LLC CRD 171095	—	Advisory firm LLC	$42.7M	1 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
CAPVIEW ADVISORS, LLC. CRD 173319	Coral Gables, FL	Advisory firm LLC	$42.6M	2 advisors	Percentage of AUM	SEC FINRA BBB	View
YORKVILLE AMERICA EQUITIES, LLC CRD 336431	Mountainside, NJ	Advisory firm LLC	$42.6M	2 advisors	Percentage of AUM; SOLICITATION FEE PER AGREEMENT WITH OTHER RIAS	SEC FINRA BBB	View
PARKVIEW CAPITAL LLC CRD 316196	—	Advisory firm LLC	$42.6M	1 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View
LAVA WEALTH MANAGEMENT, LLC CRD 167674	NY	Advisory firm LLC	$42.6M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
PROSPECT CREDIT REIT ADVISOR, LLC CRD 331345	West Palm Beach, FL	Advisory firm LLC	$42.6M	9 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
TURNING POINT ADVISORS, LLC CRD 291633	Novelty, OH	Advisory firm LLC	$42.6M	2 advisors	Percentage of AUM	SEC FINRA BBB	View
GRANITE WEALTH ADVISORS CRD 305179	Temecula, CA	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
LIFESTYLE PLANNING, LLC CRD 321856	Chandler, AZ	Advisory firm LLC	$42.5M	3 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
JANCO WEALTH MANAGEMENT CRD 108491	—	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM; Hourly charges	SEC FINRA BBB	View
INTENTIONAL FINANCE, LLC CRD 288181	Albuquerque, NM	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
ALTERNATIVE ACCESS FUNDS, LLC CRD 305210	El Segundo, CA	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
ENDEAVOR ADVISORS LLC CRD 309563	Phoenix, AZ	Advisory firm LLC	$42.5M	3 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
TRUSTMERIT CAPITAL CRD 316575	Eden Prairie, MN	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
CJK CAPITAL MANAGEMENT, LLC CRD 173895	—	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
HKW MANAGEMENT, LLC CRD 333392	IN	Advisory firm LLC	$42.5M	5 advisors	Performance-based fees	SEC FINRA BBB	View
FLIGHT CAPITAL MANAGEMENT, LLC CRD 152201	—	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
THE WEALTH COLLECTIVE, LLC CRD 310389	Los Angeles, CA	Advisory firm LLC	$42.5M	1 advisors	Percentage of AUM · Hourly charges +1 more	SEC FINRA BBB	View
ISLER WEALTH MANAGEMENT, LLC CRD 285831	Eugene, OR	Advisory firm LLC	$42.4M	2 advisors	Percentage of AUM	SEC FINRA BBB	View
VASS FINANCIAL STRATEGIES CRD 271038	Lafayette Hill, PA	Advisory firm LLC	$42.4M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
MONEYWISE FINANCIAL ADVISORS CRD 157446	—	Advisory firm Sole prop	$42.4M	1 advisors	Percentage of AUM	SEC FINRA BBB	View
ACLAIME ASSET MANAGEMENT, LLC CRD 159661	Sandy, UT	Advisory firm LLC	$42.4M	2 advisors	Percentage of AUM; Performance-based fees	SEC FINRA BBB	View
WINSHIP WEALTH PARTNERS CRD 127409	—	Advisory firm LLC	$42.4M	1 advisors	Percentage of AUM; Fixed fees	SEC FINRA BBB	View
LINEGUARD INVESTMENTS, LLC CRD 156618	Troy, MI	Advisory firm LLC	$42.4M	1 advisors	Percentage of AUM	SEC FINRA BBB	View

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