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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 | |||||
|---|---|---|---|---|---|---|---|
| PARAMOUNT WEALTH ADVISORS CRD 312399 | Buffalo, NY | Advisory firm LLC | $37.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PACIFIC GROUP CRD 297601 | — | Advisory firm LLC | $37.6M | 3 advisors | Percentage of AUM | View | |
| SINNET CAPITAL MANAGEMENT, LLC CRD 315385 | Clayton, MO | Advisory firm LLC | $37.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CORE WEALTH MANAGEMENT, LLC CRD 158457 | Oklahoma City, OK | Advisory firm LLC | $37.6M | 3 advisors | Percentage of AUM | View | |
| LANCE PARKER WEALTH MANAGEMENT CRD 158251 | San Luis Obispo, CA | Advisory firm LLC | $37.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHWAY FINANCIAL PLANNING CRD 159416 | — | Advisory firm LLC | $37.5M | 1 advisors | Percentage of AUM | View | |
| EPS WEALTH MANAGEMENT CRD 158468 | — | Advisory firm LLC | $37.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR INVESTMENT PARTNERS CRD 340596 | Alpharetta, GA | Advisory firm LLC | $37.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT SYSTEMS LLC CRD 310927 | — | Advisory firm LLC | $37.5M | 4 advisors | Percentage of AUM; Commissions | View | |
| FREMONT WEALTH MANAGEMENT, LP CRD 106503 | Southport, CT | Advisory firm LP | $37.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PDE WEALTH ADVISORS, LLC CRD 291373 | Rancho Cucamonga, CA | Advisory firm LLC | $37.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASSURANCE WEALTH MANAGEMENT CRD 299459 | The Woodlands, TX | Advisory firm LLC | $37.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ACRUENCE CAPITAL, LLC CRD 305482 | Dallas, TX | Advisory firm LLC | $37.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PREMIER FINANCIAL ADVISORY SERVICES, LLC CRD 125197 | Suwanee, GA | Advisory firm LLC | $37.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BELGRAVE SQUARE ADVISORS CRD 299105 | — | Advisory firm LLC | $37.3M | 1 advisors | Percentage of AUM | View | |
| STERLING WEALTH MANAGEMENT CRD 283916 | Las Vegas, NV | Advisory firm LLC | $37.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEN WEALTH ADVISORS CRD 310105 | Colleyville, TX | Advisory firm LLC | $37.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANAGED WEALTH ADVISORS CRD 152710 | — | Advisory firm Sole prop | $37.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KRISHNA WEALTH PLANNING CRD 304613 | Mckinney, TX | Advisory firm LLC | $37.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGIST WEALTH ADVISORS CRD 127126 | Carmel, CA | Advisory firm LLC | $37.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPOWERING FINANCE, LLC CRD 310901 | — | Advisory firm LLC | $37.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| REAL WEALTH PLANNING CRD 311106 | — | Advisory firm LLC | $37.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEST EGG FINANCIAL ADVISORS CRD 297602 | — | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SC WEALTH ADVISORS CRD 305201 | Oakbrook Terrace, IL | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |