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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 | |||||
|---|---|---|---|---|---|---|---|
| INTENTIONAL LIVING FP CRD 312500 | New Braunfelss, TX | Advisory firm LLC | $40.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANK CAPITAL PARTNERS LLC CRD 127817 | FL | Advisory firm LLC | $40.9M | 1 advisors | Percentage of AUM | View | |
| LINCH FINANCIAL, LLC CRD 168464 | — | Advisory firm LLC | $40.9M | 3 advisors | Percentage of AUM | View | |
| TWO TRAILS FINANCIAL PLANNING CRD 332553 | — | Advisory firm LLC | $40.9M | 1 advisors | Hourly charges; Fixed fees | View | |
| WILLKATE WEALTH MANAGEMENT, LLC CRD 167109 | Aberdeen, SD | Advisory firm LLC | $40.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRENNAN CAPITAL MANAGEMENT LLC CRD 316432 | Westport, CT | Advisory firm LLC | $40.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATENS FINANCIAL, LLC CRD 288268 | — | Advisory firm LLC | $40.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| COOL CREEK FINANCIAL CRD 323167 | — | Advisory firm LLC | $40.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEWAY FINANCIAL CRD 306078 | Northfield, OH | Advisory firm LLC | $40.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WESTFACE FINANCIAL ADVISORY CRD 168959 | — | Advisory firm LLC | $40.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN CAPITAL MANAGEMENT LLC CRD 226559 | Saint George, UT | Advisory firm LLC | $40.8M | 2 advisors | Hourly charges; SOLICITATION FEE | View | |
| SENIOR FINANCIAL AND REALTY ASSOC. CRD 126404 | NY | Advisory firm Sole prop | $40.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIVE POINTS INVESTMENT ADVISORS, LLC CRD 289903 | — | Advisory firm LLC | $40.7M | 1 advisors | Percentage of AUM | View | |
| MACEDON FINANCIAL MANAGEMENT, LLC CRD 333269 | — | Advisory firm LLC | $40.7M | 1 advisors | Percentage of AUM | View | |
| MCNEILL CAPITAL, LLC CRD 154517 | Saratoga Springs, NY | Advisory firm LLC | $40.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IAM FINANCIAL CRD 146156 | — | Advisory firm LLC | $40.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TENACITY PRIVATE WEALTH CRD 332884 | — | Advisory firm LLC | $40.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR FIDUCIARY CONSULTANTS, LLC CRD 282259 | — | Advisory firm LLC | $40.5M | 1 advisors | Percentage of AUM | View | |
| HOFFMAN INVESTMENT SERVICES, LLC CRD 167360 | — | Advisory firm LLC | $40.5M | 1 advisors | Percentage of AUM | View | |
| MATHEWS CAPITAL MANAGEMENT CRD 304909 | Folsom, CA | Advisory firm LLC | $40.5M | 2 advisors | Percentage of AUM | View | |
| II TECHNOLOGY, LLC CRD 282760 | Austin, TX | Advisory firm LLC | $40.5M | 2 advisors | Percentage of AUM; DATA LICENSING | View | |
| KEYMARK FINANCIAL CRD 288302 | Rolling Hills Estates, CA | Advisory firm Other (specify) | $40.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAF INVESTMENTS LLC CRD 313629 | Guaynabo, PR | Advisory firm LLC | $40.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELL SPENT WEALTH PLANNING CRD 305032 | — | Advisory firm LLC | $40.5M | 1 advisors | Percentage of AUM; Fixed fees | View |