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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 | |||||
|---|---|---|---|---|---|---|---|
| CURATED WEALTH SOLUTIONS, LLC CRD 324663 | — | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSION STREET WEALTH PLANNING CRD 115310 | Pasadena, CA | Advisory firm Sole prop | $42.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GUIDE WEALTH MANAGEMENT CRD 264788 | MA | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENCORE INVESTMENT ADVISORS, LLC CRD 315512 | — | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IQ PORTFOLIOS CRD 306243 | Windermere, FL | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AFFINITY FINANCIAL - THE WALKER GROUP LLC CRD 286517 | — | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| POWER INVESTING CRD 120040 | — | Advisory firm Sole prop | $42.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QAPITAL INVEST, LLC CRD 283762 | New York, NY | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PARAGON CAPITAL ADVISORS, LLC CRD 122759 | — | Advisory firm LLC | $42.1M | 1 advisors | Percentage of AUM | View | |
| KINDNESS FINANCIAL PLANNING CRD 316923 | — | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MAGUIRE ASSET MANAGEMENT, LLC CRD 132407 | Oak Brook, IL | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPEIRO INVESTMENTS, LLC CRD 171407 | — | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM | View | |
| BENTWOOD INVESTMENT ADVISORY CRD 323415 | — | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIGX, LLC CRD 149934 | Atlanta, GA | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GUERRA INVESTMENT ADVISORS CRD 110564 | El Paso, TX | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MISSIONAL ADVISOR GROUP CRD 328104 | Mount Pleasant, SC | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM | View | |
| NAYLOR ASSET MANAGEMENT, LLC CRD 179536 | Bloomington, MN | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PANOS FINANCIAL PARTNERS, LLC CRD 158080 | Boston, MA | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MALONE WEALTH VENTURES LLC CRD 312782 | — | Advisory firm LLC | $42.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELGADO PRIVATE WEALTH MANAGEMENT LLC CRD 329001 | Naples, FL | Advisory firm LLC | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AP INVESTMENT MANAGEMENT CRD 334805 | Mountain View, CA | Advisory firm LLC | $41.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUPRINT FINANCIAL, LLC CRD 291172 | — | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CICLO WEALTH LLC CRD 312016 | — | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM | View | |
| SILVER PINE CAPITAL, LLC CRD 150461 | Medfield, MA | Advisory firm LLC | $41.8M | 2 advisors | Percentage of AUM; Performance-based fees | View |