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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 | |||||
|---|---|---|---|---|---|---|---|
| PASCO ADVISORS, LLC CRD 165021 | East Windsor, CT | Advisory firm LLC | $38.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RELEVANT FINANCIAL ADVISORS LLC CRD 174465 | Elkhart, IN | Advisory firm LLC | $38.6M | 1 advisors | Fixed fees; PERCENTAGE OF CLIENT NET WORTH | View | |
| HARPER FINANCIAL STRATEGIES, LLC CRD 317645 | — | Advisory firm LLC | $38.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MANLEY CAPITAL MANAGEMENT, LLC CRD 167865 | — | Advisory firm LLC | $38.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASPEN CREEK WEALTH MANAGEMENT, LLC CRD 160649 | Southlake, TX | Advisory firm LLC | $38.5M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LONG POINT WEALTH MANAGEMENT, LLC CRD 313540 | — | Advisory firm LLC | $38.4M | 1 advisors | Percentage of AUM | View | |
| MACDONALD WEALTH MANAGEMENT, LLC CRD 300063 | Mansfield, MA | Advisory firm LLC | $38.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACORN & OAK WEALTH MANAGEMENT CRD 313322 | — | Advisory firm LLC | $38.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ZINK WEALTH SOLUTIONS LLC CRD 319554 | Miami, FL | Advisory firm LLC | $38.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DEVOTION CAPITAL MANAGEMENT CRD 122060 | South Bend, IN | Advisory firm LLC | $38.4M | 1 advisors | Percentage of AUM | View | |
| OPEN CIRCLE WEALTH PARTNERS CRD 150623 | North Haven, CT | Advisory firm LLC | $38.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| I.M.S. WEALTH MANAGEMENT, LLC CRD 164717 | Erie, PA | Advisory firm LLC | $38.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BFG WEALTH MANAGEMENT LLC CRD 299406 | Dallas, TX | Advisory firm LLC | $38.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GLOBALMACRO CAPITAL MANAGEMENT, LLC CRD 153819 | Wheaton, IL | Advisory firm LLC | $38.3M | 1 advisors | Percentage of AUM | View | |
| BLACK ARROW CAPITAL LLC CRD 329582 | — | Advisory firm LLC | $38.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIONEER SQUARE ADVISORS, LLC CRD 143609 | Gig Harbor, WA | Advisory firm LLC | $38.3M | 1 advisors | Fixed fees; REFERRAL FEES | View | |
| CLARITY FINANCIAL, LLC CRD 170816 | — | Advisory firm LLC | $38.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J. BENJAMIN FINANCIAL, LLC CRD 283990 | Mount Pleasant, SC | Advisory firm LLC | $38.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MALLERY FINANCIAL CRD 310425 | — | Advisory firm LLC | $38.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASBURY RESEARCH LLC CRD 322202 | Schaumburg, IL | Advisory firm LLC | $38.2M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| ICON FINANCIAL CRD 287830 | Bloomington, MN | Advisory firm LLC | $38.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HAWKEYE PARTNERS, LP CRD 134601 | TX | Advisory firm LP | $38.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TAURSAS INVESTMENTS CRD 328860 | — | Advisory firm LLC | $38.2M | 2 advisors | Percentage of AUM | View | |
| STONEBROOK INVESTMENT, LLC CRD 168359 | Ashburn, VA | Advisory firm LLC | $38.1M | 1 advisors | Percentage of AUM | View |