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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 | |||||
|---|---|---|---|---|---|---|---|
| GUPTA PARTNERSHIP CRD 297012 | — | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MERION ROAD CAPITAL MANAGEMENT LLC CRD 291932 | Miami Shores, FL | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HG WEALTH MANAGEMENT, LLC CRD 161032 | Chicago, IL | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EARN INTO WEALTH STRATEGIES CRD 281923 | Atlanta, GA | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DHYAN CAPITAL MANAGEMENT CRD 325289 | — | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TECHNOVISION MANAGEMENT LLC CRD 285828 | — | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BECKETT COLLECTIVE CRD 307455 | — | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REAP IN WEALTH MANAGEMENT, LLC CRD 146512 | — | Advisory firm LLC | $34.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC CRD 329218 | Indianapolis, IN | Advisory firm LLC | $34.4M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VISION FINANCIAL SERVICES LLC CRD 129462 | — | Advisory firm LLC | $34.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTELLO RETIREMENT AND WEALTH, LLC CRD 287730 | Virginia Beach, VA | Advisory firm LLC | $34.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUREPATH FINANCIAL SERVICES, LLC CRD 289576 | Woodstock, GA | Advisory firm LLC | $34.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKMONTE WEALTH MANAGEMENT CRD 304150 | Orlando, FL | Advisory firm LLC | $34.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY WEALTH PLANNING GROUP CRD 327818 | — | Advisory firm LLC | $34.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC CRD 286691 | — | Advisory firm LLC | $34.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CINCAP ASSET MANAGEMENT CRD 311605 | Cincinnati, OH | Advisory firm LLC | $34.3M | 2 advisors | Percentage of AUM | View | |
| GLOBAL KEY ADVISORS CRD 170269 | — | Advisory firm LLC | $34.3M | 3 advisors | Percentage of AUM | View | |
| O'BRIEN ASSET MANAGEMENT CRD 144502 | — | Advisory firm LLC | $34.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KINGDOM WEALTH ADVISERS CRD 328498 | Gilbert, AZ | Advisory firm LLC | $34.3M | 1 advisors | Percentage of AUM | View | |
| PARK WEALTH MANAGEMENT, LLC CRD 170188 | Greensboro, NC | Advisory firm LLC | $34.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5 STONE FINANCIAL GROUP, LLC CRD 315004 | — | Advisory firm LLC | $34.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MILLENNIUM PLANNING GROUP, LLC CRD 322368 | Pittsboro, NC | Advisory firm LLC | $34.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODINGARD CAPITAL MANAGEMENT CRD 297861 | Tulsa, OK | Advisory firm LLC | $34.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DON A. SLABAUGH, LLC CRD 127024 | — | Advisory firm LLC | $34.2M | 1 advisors | Percentage of AUM | View |