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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 | |||||
|---|---|---|---|---|---|---|---|
| CORE WEALTH CONSULTANTS, LLC CRD 165246 | — | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM | View | |
| ONE WEALTH PLANNING LLC CRD 328631 | — | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LENTZ ADVISORS CRD 335553 | Gainesville, FL | Advisory firm LLC | $40.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| J.S. REPLOGLE & ASSOCIATES LLC CRD 126089 | — | Advisory firm LLC | $40.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OMKARA CAPITAL LLC CRD 172570 | — | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MAGELLAN FINANCIAL SOLUTIONS LLC CRD 169107 | Warwick, NY | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHIFF WEALTH ADVISORS, LLC CRD 146375 | Baltimore, MD | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONCIERGE FINANCIAL ADVISOR LLC CRD 314503 | — | Advisory firm LLC | $40.4M | 2 advisors | Percentage of AUM | View | |
| LIGHTHOUSE SWISS WEALTH ADVISORS AG CRD 164658 | Zug | Advisory firm Other (specify) | $40.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PARTNERS CAPITAL, LLC CRD 328074 | Franklin, TN | Advisory firm LLC | $40.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKMOUNT FINANCIAL PARTNERS LLC CRD 323902 | Scituate, MA | Advisory firm LLC | $40.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P3 ASSET MANAGEMENT CRD 327327 | Gig Harbor, WA | Advisory firm LLC | $40.3M | 2 advisors | Percentage of AUM | View | |
| ROTHAMEL WEALTH MANAGEMENT, LLC CRD 302081 | — | Advisory firm LLC | $40.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAMS 360 FINANCIAL ADVISORY, LLC CRD 175485 | — | Advisory firm LLC | $40.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| SW PRIVATE WEALTH, LLC CRD 289362 | Needham, MA | Advisory firm LLC | $40.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENVILLE CAPITAL CRD 309954 | Greenville, SC | Advisory firm LLC | $40.2M | 1 advisors | Percentage of AUM | View | |
| ONE WILD LIFE ADVISORS LLC CRD 333774 | Chicago, IL | Advisory firm LLC | $40.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGER FINANCIAL SERVICES, LLC CRD 298563 | Temecula, CA | Advisory firm LLC | $40.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCURDY & ANDREW INVESTMENTS, LLC CRD 286179 | Sturbridge, MA | Advisory firm LLC | $40.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AZIMUTH WEALTH ADVISORS CRD 290050 | San Diego, CA | Advisory firm LLC | $40.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAWSON INVESTMENT MANAGEMENT CRD 312098 | Walnut Creek, CA | Advisory firm Sole prop | $40.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| J. LOYD CAPITAL MANAGEMENT, LLC CRD 172300 | — | Advisory firm LLC | $40.1M | 2 advisors | Percentage of AUM | View | |
| INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC CRD 299109 | — | Advisory firm LLC | $40.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CIO CAPITAL GROUP LLC CRD 336490 | New York, NY | Advisory firm LLC | $40.1M | 2 advisors | Percentage of AUM | View |