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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 | |||||
|---|---|---|---|---|---|---|---|
| KATAM HILL LLC CRD 306521 | Sherman Oaks, CA | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVISE FINANCIAL CRD 282087 | Boca Raton, FL | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VALOR WEALTH GROUP, LLC CRD 337746 | Ada, MI | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE CLIENT WEALTH ADVISORS, LLC CRD 172613 | Denver, CO | Advisory firm LLC | $42.4M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ARRIVAL CAPITAL MANAGEMENT LLC CRD 126547 | New York, NY | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM | View | |
| TAMMA CAPITAL LLC CRD 156118 | — | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RESPONSIBLE ASSET MANAGEMENT CRD 123398 | — | Advisory firm LLC | $42.4M | 2 advisors | Percentage of AUM | View | |
| BRIGHTVIEW FINANCIAL SOLUTIONS CRD 300080 | Redwood City, CA | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LIFE AFTER GRIEF FINANCIAL PLANNING CRD 288358 | — | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KRAUSS WHITING CAPITAL ADVISORS LLC CRD 109588 | Stamford, CT | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM | View | |
| CAPITOL WEALTH MANAGEMENT CRD 287875 | Concord, NH | Advisory firm LLC | $42.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HARVESTWISE WEALTH PLANNING CRD 333146 | Escondido, CA | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARSENEAU FINANCIAL CRD 326865 | Westerville, OH | Advisory firm LLC | $42.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIABLO INVESTMENT ADVISORS, LLC CRD 148139 | — | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ASSET ADVISORS LLC. CRD 291635 | Scottsdale, AZ | Advisory firm LLC | $42.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEWIS WEALTH MANAGEMENT, LLC CRD 289065 | Carmel, IN | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEXUS WEALTH MANAGEMENT CRD 325200 | Omaha, NE | Advisory firm LLC | $42.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONFLUENCE CAPITAL ADVISORS, LLC CRD 283467 | — | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM | View | |
| IRON MOUNTAIN FINANCIAL PLANNING CRD 290743 | Rapid City, SD | Advisory firm LLC | $42.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ZENITH FINANCIAL PLANNING INC CRD 331585 | — | Advisory firm LLC | $42.2M | 1 advisors | Percentage of AUM | View | |
| EDGEWATER ASSET MANAGEMENT CRD 116948 | Virginia Beach, VA | Advisory firm LLC | $42.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WESTERN RESERVE WEALTH MANAGEMENT LLC CRD 326772 | — | Advisory firm LLC | $42.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRS ADVISORS, LLC CRD 283248 | Fort Worth, TX | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLEADVISORY LLC CRD 334785 | Garden City, NY | Advisory firm LLC | $42.1M | 2 advisors | Fixed fees | View |