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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 | |||||
|---|---|---|---|---|---|---|---|
| OPTIMUS ADVISORY GROUP CRD 111239 | Irvine, CA | Advisory firm LLC | $35.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPSTAN LLC CRD 111937 | — | Advisory firm LLC | $35.0M | 2 advisors | Percentage of AUM | View | |
| JACK POINT ADVISORS, LLC CRD 289426 | — | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOREHOUSE INVESTMENTS LLC CRD 304610 | New Castle, PA | Advisory firm LLC | $34.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOLGIANO CAPITAL MANAGEMENT CRD 148654 | Midlothian, TX | Advisory firm LLC | $34.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORCE ACRES, LLC CRD 306946 | — | Advisory firm LLC | $34.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VINTAGE ASSET ADVISORS, LLC CRD 154866 | — | Advisory firm LLC | $34.9M | 1 advisors | Percentage of AUM | View | |
| MOONDANCE INVESTMENT ADVISORS, LLC CRD 166171 | New Hope, PA | Advisory firm LLC | $34.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RISE INVESTMENT MANAGEMENT, LLC CRD 333576 | Chicago, IL | Advisory firm LLC | $34.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLE EVE FINANCIAL CRD 327776 | — | Advisory firm LLC | $34.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| VICEROY INVESTMENT ADVISORS LLC CRD 152140 | Everett, WA | Advisory firm LLC | $34.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OCEAN BREEZE WEALTH LLC CRD 292434 | — | Advisory firm LLC | $34.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENDURANCE FINANCIAL LLC CRD 319112 | Cary, NC | Advisory firm LLC | $34.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOODLAND INVESTMENT CONSULTING LLC CRD 147885 | — | Advisory firm LLC | $34.7M | 1 advisors | Percentage of AUM | View | |
| GRENDA GROUP CRD 170241 | Buffalo, NY | Advisory firm LLC | $34.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ORIGIN INVESTMENT ADVISORY LLC CRD 305353 | AL | Advisory firm LLC | $34.7M | 40 advisors | Fixed fees | View | |
| GATEWAY FINANCIAL ADVISORS TEXAS, LLC CRD 321174 | — | Advisory firm LLC | $34.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADB CAPITAL MANAGEMENT, LLC CRD 155619 | Hood River, OR | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM | View | |
| ROMAN WEALTH MANAGEMENT, LLC CRD 325020 | — | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM | View | |
| GRAND COAST CAPITAL GROUP, LLC CRD 168870 | Cohasset, MA | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM | View | |
| BURNSIDE AND CO. CRD 155293 | Oregon City, OR | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALLEGORY ADVISORY CRD 173871 | New York, NY | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PAISLEY FINANCIAL LLC CRD 150727 | — | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPOWER PRIVATE WEALTH CRD 331529 | New York, NY | Advisory firm Other (specify) | $34.5M | 1 advisors | Percentage of AUM; Fixed fees | View |