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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 | |||||
|---|---|---|---|---|---|---|---|
| GREEN ERA FINANCIAL LLC CRD 324150 | — | Advisory firm LLC | $36.3M | 2 advisors | Percentage of AUM | View | |
| MARINA WEALTH ADVISORS CRD 311567 | — | Advisory firm LLC | $36.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONE RIDGE ADVISORS CRD 327875 | CA | Advisory firm LLC | $36.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LELAH FINANCIAL, LLC CRD 294223 | Riverwoods, IL | Advisory firm LLC | $36.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 21:5 ADVISORS, LLC CRD 333198 | Peoria, AZ | Advisory firm LLC | $36.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOLTON ASSET MANAGEMENT, LLC CRD 310631 | Los Angeles, CA | Advisory firm LLC | $36.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLITUDE WEALTH ADVISORS, LLC. CRD 142357 | Holladay, UT | Advisory firm LLC | $36.1M | 2 advisors | Percentage of AUM; REFERRAL FEE | View | |
| CONCOURSE CAPITAL ADVISORS, LLC CRD 336424 | Atlanta, GA | Advisory firm LLC | $36.1M | 1 advisors | Percentage of AUM | View | |
| COTHRAN CAPITAL, LLC CRD 154975 | Memphis, TN | Advisory firm LLC | $36.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NOLAN CAPITAL ADVISORS LLC CRD 158775 | — | Advisory firm LLC | $36.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DOUBLE EAGLE PARTNERS, LLC CRD 321963 | — | Advisory firm LLC | $36.1M | 1 advisors | Percentage of AUM; FLAT QUARTERLY RETAINER FEES | View | |
| CHINESE ABRAHAM INVESTMENT ADVISORS LLC CRD 132170 | Cupertino, CA | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HILLVALE WEALTH MANAGEMENT, LLC CRD 332049 | Knoxville, TN | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM | View | |
| MILLENNIAL WEALTH MANAGEMENT, LLC CRD 284746 | Broomfield, CO | Advisory firm LLC | $36.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKWALL WEALTH ADVISORS CRD 310735 | Rockwall, TX | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIONIC CAPITAL CRD 150240 | St.. Petersburg, FL | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM | View | |
| BLOOMER FINANCIAL PLANNING LLC CRD 309080 | — | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOAK ADVISORS CRD 137781 | Albuquerque, NM | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM | View | |
| FIDUCIA WEALTH MANAGEMENT CRD 338281 | Upper Arlington, OH | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM | View | |
| PEAK53 PARTNERS, LP CRD 318538 | Longmont, CO | Advisory firm LP | $36.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLLECTIVE WEALTH PLANNING CRD 323657 | Salem, OR | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLUMBUS WEALTH MANAGEMENT CRD 317480 | Dublin, OH | Advisory firm LLC | $36.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON ASSET MANAGEMENT CRD 146410 | — | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLICITY WEALTH MANAGEMENT CRD 300112 | — | Advisory firm LLC | $35.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |