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 | |||||
|---|---|---|---|---|---|---|---|
| PC2 CAPITAL CRD 311208 | — | Advisory firm LP | $41.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUS PLANNING GROUP CRD 281231 | NY | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNRIFT CAPITAL PARTNERS LLC CRD 159583 | Plainfield, IN | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLINS/MOODY FINANCIAL SERVICES, L.L.C. CRD 120746 | Athens, GA | Advisory firm LLC | $41.8M | 1 advisors | Percentage of AUM | View | |
| DEPENDENT FINANCIAL PLANNING CRD 330273 | — | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW WEALTH SOLUTIONS, LLC CRD 171996 | Barrington, IL | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM | View | |
| NORTH FINANCIAL ADVISORS CRD 281795 | — | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOLVE CAPITAL MANAGEMENT LLC CRD 154965 | Sioux Falls, SD | Advisory firm LLC | $41.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ACI WEALTH ADVISORS CRD 155494 | Dallas, TX | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRICAP ADVISORS LLC CRD 159614 | New York, NY | Advisory firm LLC | $41.7M | 2 advisors | Percentage of AUM | View | |
| ACACIA GROVE WEALTH MANAGEMENT CRD 332881 | Schenectady, NY | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MORENO CAPITAL CRD 332358 | — | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROMINENT FINANCIAL PLANNING LLC CRD 165836 | — | Advisory firm LLC | $41.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| ROSSI FINANCIAL GROUP CRD 164096 | El Dorado Hills, CA | Advisory firm Sole prop | $41.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASCEND WEALTH ADVISORS, LLC CRD 165774 | Broadview Heights, OH | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM | View | |
| VETTER PLANNING CRD 281856 | — | Advisory firm LLC | $41.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TABERNACLE EQUITY MANAGEMENT LLC CRD 336248 | Southlake, TX | Advisory firm LLC | $41.5M | 7 advisors | Performance-based fees | View | |
| CARLISLE FINANCIAL MANAGEMENT, LLC CRD 143089 | — | Advisory firm LLC | $41.5M | 1 advisors | Percentage of AUM | View | |
| BLUE RIVER CAPITAL MANAGEMENT CRD 328888 | — | Advisory firm LLC | $41.5M | 2 advisors | Percentage of AUM | View | |
| F2F RETIREMENT, LLC CRD 164005 | Tooele, UT | Advisory firm LLC | $41.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYLES WEALTH MANAGEMENT LLC CRD 299373 | Calhoun, GA | Advisory firm LLC | $41.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWING FINANCIAL CRD 292377 | St.. Charles, IL | Advisory firm LLC | $41.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COHERENT FINANCIAL ADVISERS, LLC CRD 281877 | — | Advisory firm LLC | $41.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAVIGATE FINANCIAL LLC CRD 168711 | — | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM | View |