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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 | |||||
|---|---|---|---|---|---|---|---|
| ACCESS FINANCIAL GROUP, LLC CRD 312084 | Mount Vernon, TX | Advisory firm LLC | $39.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE COOK COMPANY, LLC CRD 108889 | Greenwood Village, CO | Advisory firm LLC | $39.3M | 1 advisors | Percentage of AUM | View | |
| WISDOM WEALTH MANAGEMENT CRD 332421 | Bloomington, MN | Advisory firm LLC | $39.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY RETIREMENT PARTNERS LLC CRD 300990 | Round Rock, TX | Advisory firm LLC | $39.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AUDIBLE WEALTH MANAGEMENT CRD 325559 | Silver Spring, MD | Advisory firm LLC | $39.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| STOCK PRO CRD 285362 | Bellingham, WA | Advisory firm LLC | $39.2M | 2 advisors | Percentage of AUM; MONTHLY SUBSCRIPTION FEE | View | |
| ZERO GRAVITY FINANCIAL, LLC CRD 169905 | — | Advisory firm LLC | $39.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| ABLE MONEY LLC CRD 321891 | — | Advisory firm LLC | $39.2M | 1 advisors | Percentage of AUM | View | |
| FSR WEALTH MANAGEMENT, LLC CRD 171766 | — | Advisory firm LLC | $39.2M | 1 advisors | Percentage of AUM | View | |
| AMS CAPITAL MANAGEMENT LLC CRD 153540 | San Mateo, CA | Advisory firm LLC | $39.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON LIGHT WEALTH MANAGEMENT CRD 338731 | Carnegie, PA | Advisory firm LLC | $39.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ILIAD WEALTH SOLUTIONS CRD 315826 | — | Advisory firm LLC | $39.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELION FINANCIAL, LLC CRD 334200 | Tucson, AZ | Advisory firm LLC | $39.1M | 1 advisors | Fixed fees | View | |
| RIVERBEND PLANNING GROUP LLC CRD 167187 | Chicago, IL | Advisory firm LLC | $39.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILEAD CAPITAL LP CRD 282023 | New York, NY | Advisory firm LP | $39.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AMIDON & PETERSEN FINANCIALS, LLC CRD 143079 | Albany, NY | Advisory firm LLC | $39.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CEREUS FINANCIAL ADVISORS, LLC CRD 279033 | Franklin Lakes, NJ | Advisory firm LLC | $39.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOGWOOD INVESTMENT ADVISORS CRD 170182 | Northbrook, IL | Advisory firm LLC | $39.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| 7PW WEALTH, LLC CRD 323511 | — | Advisory firm LLC | $39.0M | 3 advisors | Percentage of AUM | View | |
| CRIMSON OAK WEALTH MANAGEMENT, LLC CRD 171360 | Lexington, KY | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEATTIE CAPITAL MANAGEMENT CRD 144248 | Stamford, CT | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM | View | |
| TRUNORTH FINANCIAL LLC CRD 331614 | LA | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK WEALTH MANAGEMENT CRD 332411 | Saratoga Springs, NY | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDMOUNT CAPITAL PARTNERS LLC CRD 174198 | Newport Beach, CA | Advisory firm LLC | $39.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |