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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 | |||||
|---|---|---|---|---|---|---|---|
| PINELIGHT FINANCIAL PLLC CRD 323153 | — | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. CRD 110117 | Federal Way, WA | Advisory firm LLC | $41.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISEOWL CAPITAL, LLC CRD 166920 | — | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RB SALZMAN WEALTH MANAGEMENT, LLC CRD 174941 | — | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM | View | |
| SITKA PACIFIC CAPITAL MANAGEMENT, LLC CRD 134699 | Seattle, WA | Advisory firm LLC | $41.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARQUAM CAPITAL CRD 147782 | Portland, OR | Advisory firm LLC | $41.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIDLEY COVE FINANCIAL ADVISORS LLC CRD 236787 | Newton, MA | Advisory firm LLC | $41.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WORTHINGTON CAPITAL MANAGEMENT, LLC CRD 305391 | Memphis, TN | Advisory firm LLC | $41.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NEIMAN FUNDS MANAGEMENT LLC CRD 151749 | Williamsvillie, NY | Advisory firm LLC | $41.2M | 2 advisors | Percentage of AUM | View | |
| TAX FAVORED RETIREMENT CRD 298519 | Kansas City, MO | Advisory firm LLC | $41.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADNORWOOD CAPITAL, LLC CRD 143990 | — | Advisory firm LLC | $41.1M | 2 advisors | Percentage of AUM | View | |
| BIRCH POINT WEALTH MANAGEMENT LLC CRD 306596 | Rockport, ME | Advisory firm LLC | $41.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWENTYTHREE ADVISORY CRD 332537 | New York, NY | Advisory firm LLC | $41.1M | 1 advisors | Percentage of AUM | View | |
| SG WEALTH MANAGERS LLC CRD 310597 | Scottsdale, AZ | Advisory firm LLC | $41.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FORMATION WEALTH MANAGEMENT CRD 285001 | Ponte Vedra Beach, FL | Advisory firm LLC | $41.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FISHER FINANCIAL GROUP, LLC CRD 154479 | Northbrook, IL | Advisory firm LLC | $41.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WYOMING WEALTH MANAGEMENT, LLC CRD 306132 | Cincinnati, OH | Advisory firm LLC | $41.0M | 1 advisors | Percentage of AUM | View | |
| HUFF WEALTH MANAGEMENT LLC CRD 157602 | — | Advisory firm LLC | $41.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DIRIGO FINANCIAL LLC CRD 333829 | — | Advisory firm LLC | $41.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CPA GROUP INVESTMENT MANAGEMENT, LLC CRD 114383 | Panama City, FL | Advisory firm LLC | $41.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GOOSE HOLLOW CAPITAL MANAGEMENT LLC CRD 312912 | Tenafly, NJ | Advisory firm LLC | $41.0M | 2 advisors | Percentage of AUM | View | |
| HOCTOR FINANCIAL GROUP, LLC CRD 132703 | — | Advisory firm LLC | $41.0M | 1 advisors | Percentage of AUM | View | |
| EMBER WEALTH CONCEPTS & FINANCIAL PLANNING CRD 337478 | — | Advisory firm LLC | $41.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVIDENCE CAPITAL CRD 328732 | Lowell, AR | Advisory firm LLC | $41.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |