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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 | |||||
|---|---|---|---|---|---|---|---|
| STRONGSIDE ASSET MANAGEMENT LLC CRD 315542 | Oak Brook, IL | Advisory firm LLC | $35.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEWITT AND DUNN FINANCIAL SERVICES, LLC CRD 304561 | Addison, TX | Advisory firm LLC | $35.6M | 3 advisors | Percentage of AUM | View | |
| BRIDGEWISE WEALTH MANAGEMENT CRD 332837 | Troy, MI | Advisory firm LLC | $35.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| F3 CAPITAL CRD 316735 | Portsmouth, NH | Advisory firm LLC | $35.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEPTUNE WEALTH CRD 329160 | Pittsburgh, PA | Advisory firm LLC | $35.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PALM SPRINGS ADVISORY LLC CRD 289398 | DE | Advisory firm LLC | $35.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEF FINANCIAL CRD 173923 | — | Advisory firm LLC | $35.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LAVISH FINANCIAL PLANNING CRD 167592 | Morristown, NJ | Advisory firm LLC | $35.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAG ASSOCIATES FLORIDA LLC CRD 325292 | New York, NY | Advisory firm LLC | $35.5M | 23 advisors | Percentage of AUM; Fixed fees | View | |
| SNOWBIRD FINANCIAL LLC CRD 164999 | — | Advisory firm LLC | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWM ASSET MANAGEMENT, LLC CRD 130468 | New Bloomfield, PA | Advisory firm LLC | $35.4M | 4 advisors | Percentage of AUM | View | |
| ALPHA SQUARED CAPITAL, LLC CRD 300797 | Scottsdale, AZ | Advisory firm LLC | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIAONE CRD 327737 | Pewaukee, WI | Advisory firm LLC | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HICKS FINANCIAL PARTNERS, LLC CRD 317831 | Southern Pines, NC | Advisory firm LLC | $35.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARPER FINANCIAL PLANNING CRD 333107 | — | Advisory firm LLC | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFT ASSET MANAGEMENT CRD 332481 | Englewood, CO | Advisory firm LLC | $35.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ABK MANAGEMENT LLC CRD 270019 | — | Advisory firm LLC | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIONEER ADVISORY CRD 166266 | — | Advisory firm Sole prop | $35.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTH COAST PLANNING & WEALTH MANAGEMENT CRD 326997 | Fall River, MA | Advisory firm LLC | $35.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON CAPITAL MANAGEMENT, LLC CRD 146779 | — | Advisory firm LLC | $35.3M | 1 advisors | Percentage of AUM | View | |
| SUPREME ALLIANCE LLC CRD 45348 | AL | Advisory firm LLC | $35.3M | 15 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| QST CAPITAL LLC CRD 285613 | San Francisco, CA | Advisory firm LLC | $35.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WEYHILL INVESTMENT COUNSEL, LLC CRD 130765 | — | Advisory firm LLC | $35.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DORFMAN VALUE INVESTMENTS LLC CRD 120911 | Boston, MA | Advisory firm LLC | $35.3M | 2 advisors | Percentage of AUM; Performance-based fees | View |