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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 | |||||
|---|---|---|---|---|---|---|---|
| NEXT PHASE ADVISORS CRD 331622 | Cullman, AL | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRUNO MOUNTAIN ADVISORY, LLC CRD 327235 | Bend, OR | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALLADIUM HERITAGE MANAGEMENT, LLC CRD 321623 | New York, NY | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LNB FINANCIAL LLC CRD 338173 | — | Advisory firm LLC | $37.2M | 1 advisors | Percentage of AUM | View | |
| WAYPOINT FINANCIAL, LLC CRD 284021 | — | Advisory firm LLC | $37.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSON WEALTH MANAGEMENT, LLC CRD 160847 | Mesa, AZ | Advisory firm LLC | $37.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOYT WEALTH MANAGEMENT CRD 310023 | — | Advisory firm Sole prop | $37.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUKES LANE INVESTMENTS LLC CRD 302086 | — | Advisory firm LLC | $37.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC CRD 123641 | Arlington, MA | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZHP CAPITAL LLC CRD 149204 | — | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSON CAPITAL, LLC CRD 166557 | — | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MSM FINANCIAL STRATEGIES CRD 125889 | Manhasset, NY | Advisory firm LLC | $37.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| POWELL WEALTH CRD 335830 | Tampa, FL | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM | View | |
| SMALLWOOD FINANCIAL GROUP LLC CRD 305790 | Summit, NJ | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM | View | |
| JULIEN PLANNING, LLC CRD 285994 | Hackensack, NJ | Advisory firm LLC | $37.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONTSIGHT WEALTH ADVISORS, LLC CRD 170049 | Kingsport, TN | Advisory firm LLC | $36.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DISCIPLINED ALPHA LLC CRD 167254 | Boston, MA | Advisory firm LLC | $36.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH SPAN CAPITAL MANAGEMENT CRD 283700 | — | Advisory firm LLC | $36.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED CAPITAL GROUP CRD 144648 | — | Advisory firm LLC | $36.8M | 2 advisors | Percentage of AUM | View | |
| K WEALTH ADVISORS CRD 307978 | — | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED SKY FINANCIAL PLANNING, LLC CRD 297597 | — | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 11 FINANCIAL CRD 174569 | Lufkin, TX | Advisory firm LLC | $36.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVIS FINANCIAL CRD 298535 | Charlotte, NC | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEST FINANCIAL LIFE CRD 221526 | — | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |