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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 | |||||
|---|---|---|---|---|---|---|---|
| DEMAURIAC LLC CRD 306542 | New Orleans, LA | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMH CAPITAL ADVISORS, LLC CRD 136411 | Houston, TX | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WENNING INVESTMENTS, LLC CRD 146887 | — | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM | View | |
| FOUR POINTS ADVISORS, LLC CRD 171720 | New York, NY | Advisory firm LLC | $40.0M | 11 advisors | Percentage of AUM | View | |
| DAYS GLOBAL ADVISORS CRD 324497 | Houston, TX | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GOLDEN YEARS FINANCIAL, LLC CRD 286458 | Las Vegas, NV | Advisory firm LLC | $40.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINEBERG FINANCIAL MANAGEMENT LLC CRD 322268 | Seal Beach, CA | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHAMINT FINANCIAL CRD 109703 | — | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Commissions | View | |
| CAMERON ADVISORS, LLC CRD 154815 | — | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIERCE FINANCIAL GROUP LLC CRD 299467 | Miami Beach, FL | Advisory firm LLC | $40.0M | 2 advisors | Percentage of AUM | View | |
| PATH FINANCIAL, LLC CRD 146891 | Sarasota, FL | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WINDFALL ADVISORS, LLC CRD 309261 | Newport Beach, CA | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANHATTAN WEALTH MANAGEMENT GROUP CRD 338376 | New York, NY | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SELERSKI ASSET MANAGEMENT, LLC CRD 328913 | — | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM | View | |
| PAYNE FINANCIAL MANAGEMENT, L.L.C. CRD 126418 | Kennesaw, GA | Advisory firm LLC | $39.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HOLDEN FAMILY OFFICE, LLC CRD 324597 | — | Advisory firm LLC | $39.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PIXEL FINANCIAL PLANNING CRD 285762 | — | Advisory firm LLC | $39.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFS WEALTH MANAGEMENT LLC CRD 323315 | Chester, VT | Advisory firm LLC | $39.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLOOM FINANCIAL, LLC CRD 286324 | — | Advisory firm LLC | $39.8M | 2 advisors | Percentage of AUM; SOLICITOR FEES | View | |
| PALEN FINANCIAL LLC CRD 144892 | — | Advisory firm LLC | $39.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPIENT ROAD WEALTH MANAGEMENT, LLC CRD 168689 | — | Advisory firm LLC | $39.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MANGOTREE CAPITAL, LLC CRD 160552 | Sterling Heights, MI | Advisory firm LLC | $39.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B1 FINANCIAL CRD 323539 | Aventura, FL | Advisory firm LLC | $39.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| STRATEGIC FINANCIAL ALLIANCE, LLC CRD 129178 | — | Advisory firm LLC | $39.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |