Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SORFIS INVESTMENTS, LLC CRD 300363 | Chardon, OH | Advisory firm LLC | $35.2M | 2 advisors | Percentage of AUM | View | |
| SIMPLE LIFE FINANCIAL CRD 142992 | — | Advisory firm LLC | $35.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT INVESTMENT SOLUTIONS CRD 165889 | Eugene, OR | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHARP WEALTH MANAGEMENT CRD 335140 | Springfield, MO | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM; Commissions | View | |
| BROAD REACH WEALTH MANAGEMENT, LLC CRD 146128 | Sarasota, FL | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PF WEALTH MANAGEMENT GROUP, LLC CRD 140015 | Oakland, CA | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XENITH CAPITAL CRD 316844 | — | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM | View | |
| THE IVY LEAGUE ADVISORY GROUP, LLC CRD 172730 | San Tan Valley, AZ | Advisory firm LLC | $35.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SKY VISION WEALTH, LLC CRD 317010 | Columbus, OH | Advisory firm LLC | $35.1M | 1 advisors | Percentage of AUM | View | |
| TRENDCALC DYNAMICS CRD 288325 | Columbus, OH | Advisory firm LLC | $35.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PHARMD FINANCIAL PLANNING LLC CRD 311179 | Owatonna, MN | Advisory firm LLC | $35.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| MODERN FINANCIAL CRD 317409 | Monument, CO | Advisory firm LLC | $35.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LUMINATE FINANCIAL PLANNING CRD 289287 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEN TALENTS ASSET MANAGEMENT CRD 313387 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM | View | |
| SIMPLY STEWARD CRD 287771 | Centennial, CO | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRAND SLAM ASSET MANAGEMENT, LLC CRD 161122 | Englewood Cliffs, NJ | Advisory firm LLC | $35.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTECITO CAPITAL MANAGEMENT CRD 123266 | Santa Barbara, CA | Advisory firm Sole prop | $35.0M | 1 advisors | Percentage of AUM | View | |
| LEATHERBACK ASSET MANAGEMENT, LLC CRD 310252 | Palm Beach Gardens, FL | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM | View | |
| DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS CRD 174935 | Indianapolis, IN | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIALMD, LLC CRD 306947 | Okemos, MI | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARNETT INVESTMENT ADVISERS LLC CRD 147801 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM | View | |
| JCM CAPITAL MANAGEMENT CRD 116076 | — | Advisory firm Sole prop | $35.0M | 1 advisors | Percentage of AUM | View | |
| LOGAN FINANCIAL PLANNING LLC CRD 167684 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TOBIN INVESTMENT PLANNING LLC CRD 172432 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM; Fixed fees | View |