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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 | |||||
|---|---|---|---|---|---|---|---|
| SHOCKMAN FINANCIAL CRD 315529 | Fargo, ND | Advisory firm LLC | $35.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MAIN STREET FINANCIAL ADVISORY LLC CRD 308095 | West Newbury, MA | Advisory firm LLC | $35.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LW ADVISORS, L.L.C. CRD 177512 | Des Moines, IA | Advisory firm LLC | $35.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AZIMUTH CAPITAL MANAGEMENT, LLC CRD 165740 | Winthrop, ME | Advisory firm LLC | $35.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPEARHEAD ADVISORS, LLC CRD 316684 | Newport Beach, CA | Advisory firm LLC | $35.8M | 3 advisors | Percentage of AUM | View | |
| BABYLON WEALTH MANAGEMENT LLC CRD 283309 | Walnut Creek, CA | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITAS WEALTH ADVISORS, LLC CRD 130027 | — | Advisory firm LLC | $35.8M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BREAKWATER WEALTH MANAGEMENT CRD 322057 | — | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM | View | |
| PROACTIVE PLANNING WEALTH ADVISORY CRD 330272 | Overland Park, KS | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FORREST FINANCIAL PARTNERS LLC CRD 325055 | Avon, CT | Advisory firm LLC | $35.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LL FINANCIAL SERVICES, LLC CRD 284517 | — | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL INSIGHT ADVISORS CRD 340650 | — | Advisory firm LLC | $35.8M | 3 advisors | Percentage of AUM | View | |
| MEMENTO FINANCIAL PLANNING CRD 297990 | — | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARLAS O'REILLY WEALTH MANAGEMENT, LLC CRD 298413 | Tarpon Springs, FL | Advisory firm LLC | $35.8M | 4 advisors | Percentage of AUM | View | |
| CHRISTMAN FINANCIAL ADVISORS LLC CRD 147356 | — | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B3 WEALTH STRATEGIES CRD 300689 | Bellevue, WA | Advisory firm LLC | $35.8M | 3 advisors | Percentage of AUM | View | |
| DENALI FINANCIAL GROUP, LLC CRD 332383 | Topeka, KS | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GURUFOCUS INVESTMENTS, LLC CRD 316414 | Plano, TX | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| EUDAIMONIA WEALTH CRD 305431 | Buffalo, NY | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRINCETON CENTER PLANNING AND INVESTMENTS, LLC CRD 147112 | Brunswick, OH | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM | View | |
| TAG WEALTH ADVISORS CRD 298446 | — | Advisory firm LLC | $35.7M | 2 advisors | Percentage of AUM; SOLICITOR FEES | View | |
| SMARTER AND WISE CRD 325719 | — | Advisory firm LLC | $35.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOWNIE FINANCIAL GROUP CRD 289066 | Mission Viejo, CA | Advisory firm LLC | $35.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOMONS FINANCIAL LLC CRD 302087 | Carrollton, TX | Advisory firm LLC | $35.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |