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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 | |||||
|---|---|---|---|---|---|---|---|
| ASCENT WEALTH MANAGEMENT GROUP, LLC CRD 325532 | Coral Gables, FL | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENTLEY WEALTH MANAGEMENT, LLC CRD 171458 | Marblehead, MA | Advisory firm LLC | $38.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAROLINA WEALTH STRATEGIES, LLC CRD 172231 | Cary, NC | Advisory firm LLC | $38.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAKER JENSEN INVESTMENT ADVISORS, LLC CRD 115086 | San Clemente, CA | Advisory firm LLC | $38.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NATIVE AMERICAN FUND ADVISORS LLC CRD 108149 | Tulsa, OK | Advisory firm LLC | $38.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MARQUISE WEALTH MANAGEMENT, LLC CRD 164623 | Charlotte, NC | Advisory firm LLC | $38.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DARKHORSE ADVISOR CRD 309558 | — | Advisory firm LLC | $38.9M | 1 advisors | Percentage of AUM | View | |
| DUE NORTH FINANCIAL, LLC CRD 285053 | Eveleth, MN | Advisory firm LLC | $38.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| W. SWARTZ & CO., LLC CRD 256786 | — | Advisory firm LLC | $38.8M | 2 advisors | Percentage of AUM | View | |
| KEYSTONE WEALTH ADVISORS, LLC CRD 317823 | Reno, NV | Advisory firm LLC | $38.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVOLUTION FINANCIAL LLC CRD 289745 | Madison, WI | Advisory firm LLC | $38.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUE LIFE WEALTH MANAGEMENT, LLC CRD 298899 | Tampa, FL | Advisory firm LLC | $38.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUSTIN 180 ADVISORY GROUP LLC CRD 292141 | Austin, TX | Advisory firm LLC | $38.8M | 1 advisors | Percentage of AUM | View | |
| BALUARTE CAPITAL US CRD 328830 | — | Advisory firm LLC | $38.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE RETIREMENT SOLUTIONS GROUP CRD 299396 | — | Advisory firm LLC | $38.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCCLAIN VALUE MANAGEMENT, LLC CRD 114074 | New Canaan, CT | Advisory firm LLC | $38.8M | 1 advisors | Percentage of AUM; VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE | View | |
| HAMILTON GRAY WEALTH MANAGEMENT LLC CRD 283000 | Houston, TX | Advisory firm LLC | $38.7M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| WEALTH PLANNING GROUP LLC CRD 281902 | Minnetonka, MN | Advisory firm LLC | $38.7M | 1 advisors | Percentage of AUM | View | |
| BRIGHTER INVESTING, PB LLC CRD 299367 | Atlanta, GA | Advisory firm LLC | $38.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT ADVISORS NW, LLC CRD 165731 | Beaverton, OR | Advisory firm LLC | $38.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JB MERIDIAN ADVISORS, LLC CRD 154676 | Clermont, FL | Advisory firm LLC | $38.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAIR CAPITAL MANAGEMENT CRD 323660 | — | Advisory firm LLC | $38.6M | 1 advisors | Percentage of AUM | View | |
| LESSARD WEALTH MANAGEMENT CRD 305770 | Scottsdale, AZ | Advisory firm LLC | $38.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNETIC VENTURES CRD 329078 | Covington, KY | Advisory firm LLC | $38.6M | 4 advisors | Percentage of AUM | View |