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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 | |||||
|---|---|---|---|---|---|---|---|
| DEERINGER WEALTH MANAGEMENT, LLC CRD 301187 | Sacramento, CA | Advisory firm LLC | $39.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEX WEALTH ADVISORS, LLC CRD 155628 | Overland Park, KS | Advisory firm LLC | $39.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GCB PRIVATE WEALTH CRD 292356 | — | Advisory firm LLC | $39.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIS & WEHRLE, LLC CRD 144572 | Round Rock, TX | Advisory firm LLC | $39.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BILL LOSEY RETIREMENT SOLUTIONS, LLC CRD 140731 | — | Advisory firm LLC | $39.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MSRESS III MANAGER, L.L.C. CRD 138602 | New York, NY | Advisory firm LLC | $39.6M | 170 advisors | Percentage of AUM; Performance-based fees | View | |
| CATTON CAPITAL PARTNERS, LLC CRD 339336 | San Francisco, CA | Advisory firm LLC | $39.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DECISIONS (USA) LLC CRD 126408 | — | Advisory firm LLC | $39.6M | 1 advisors | Percentage of AUM | View | |
| MAZUELOS & COMPANY WEALTH MANAGEMENT CRD 316534 | — | Advisory firm LLC | $39.6M | 1 advisors | Percentage of AUM | View | |
| EQUALIZE CAPITAL LLC CRD 300640 | San Juan, PR | Advisory firm LLC | $39.5M | 2 advisors | Percentage of AUM | View | |
| BEQUEST CAPITAL LLC CRD 334768 | Sarasota, FL | Advisory firm LLC | $39.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BALANCED CAPITAL CRD 314531 | — | Advisory firm LLC | $39.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCHER ROW ADVISORY CRD 297118 | — | Advisory firm LLC | $39.5M | 1 advisors | Percentage of AUM | View | |
| CBL WEALTH MANAGEMENT CRD 289564 | Apple Valley, CA | Advisory firm Sole prop | $39.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDWEST FINANCIAL STRATEGIES CRD 327281 | Watertown, SD | Advisory firm LLC | $39.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IHS WEALTH MANAGEMENT LLC CRD 329852 | Oyster Bay, NY | Advisory firm LLC | $39.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCWHORTER CAPITAL INVESTMENTS CRD 114479 | — | Advisory firm Sole prop | $39.4M | 1 advisors | Percentage of AUM | View | |
| HATHAWAY FINANCIAL LLC CRD 298378 | — | Advisory firm LLC | $39.4M | 1 advisors | Percentage of AUM | View | |
| TABLE ROCK FINANCIAL PLANNING CRD 149401 | — | Advisory firm LLC | $39.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MWM ADVISORY GROUP, LLC CRD 310866 | Valparaiso, IN | Advisory firm LLC | $39.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHWESTERN ADVISORY GROUP LLC CRD 282950 | Stephenville, TX | Advisory firm LLC | $39.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATTHEWS WEALTH MANAGEMENT LLC CRD 291443 | Greenville, SC | Advisory firm LLC | $39.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO WEALTH MANAGEMENT, LLC CRD 144673 | — | Advisory firm LLC | $39.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FRESH BREAD INVESTMENTS, LLC CRD 319251 | Weston, FL | Advisory firm LLC | $39.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |