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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 | |||||
|---|---|---|---|---|---|---|---|
| ACELA CAPITAL MANAGEMENT, LLC CRD 153444 | Los Altos, CA | Advisory firm LLC | $38.1M | 2 advisors | Percentage of AUM | View | |
| DEFENDER ASSET MANAGEMENT LLC CRD 305227 | — | Advisory firm LLC | $38.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOUT WEALTH ADVISORY GROUP, LLC CRD 130631 | Mechanicsburg, PA | Advisory firm LLC | $38.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LOYAL WEALTH MANAGEMENT LLC CRD 305360 | — | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OZ WEALTH MANAGEMENT LLC CRD 307303 | Irvine, CA | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM | View | |
| BALANCE FINANCIAL PLANNING, LLC CRD 170239 | — | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROADMAP WEALTH MANAGEMENT LLC CRD 229789 | — | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SOVEREIGN FINANCIAL SERVICES CRD 127151 | Rocky Hill, CT | Advisory firm LLC | $38.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUESOFF ASSET MANAGEMENT LLC CRD 325121 | — | Advisory firm LLC | $37.9M | 1 advisors | Percentage of AUM | View | |
| JIM ROBERTS INVESTMENT ADVISORS LLC CRD 169219 | St.. Joseph, MI | Advisory firm LLC | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DCAPITAL WEALTH LLC CRD 331889 | — | Advisory firm LLC | $37.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ANTHONY CAPITAL MANAGEMENT, LLC CRD 312256 | De Pere, WI | Advisory firm LLC | $37.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NAV WEALTH PARTNERS CRD 332638 | Sewickley, PA | Advisory firm LLC | $37.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SSB MANAGED WEALTH, LLC CRD 305976 | Canfield, OH | Advisory firm LLC | $37.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDEFINE FINANCIAL CRD 297277 | Mission Viejo, CA | Advisory firm LLC | $37.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPURGEON FINANCIAL GROUP CRD 138174 | Stockton, CA | Advisory firm Sole prop | $37.8M | 1 advisors | Percentage of AUM | View | |
| ENCORE RETIREMENT PLANNING, LLC CRD 329427 | South Jordan, UT | Advisory firm LLC | $37.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| PROFESSIONAL ANALYSTS, LLC CRD 124805 | Bay City, MI | Advisory firm LLC | $37.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL LIFE DESIGNS LLC CRD 285241 | Lake Mary, FL | Advisory firm LLC | $37.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP CRD 325768 | New York, NY | Advisory firm LP | $37.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GENERATIONS RETIREMENT GROUP, LLC CRD 335069 | Braintree, MA | Advisory firm LLC | $37.7M | 2 advisors | Percentage of AUM | View | |
| LARIAT WEALTH MANAGEMENT CRD 313820 | Denver, CO | Advisory firm LLC | $37.7M | 1 advisors | Percentage of AUM | View | |
| BLACKBEAR CAPITAL, LLC CRD 310990 | Ripley, WV | Advisory firm LLC | $37.7M | 2 advisors | Percentage of AUM | View | |
| COCREATE FINANCIAL CRD 299648 | Bozeman, MT | Advisory firm LLC | $37.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |