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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 | |||||
|---|---|---|---|---|---|---|---|
| ERA CAPITAL MANAGEMENT LLC CRD 168089 | — | Advisory firm LLC | $34.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DISCOVERY WEALTH PLANNING LLC CRD 321055 | Vienna, VA | Advisory firm LLC | $34.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| WESTCHESTER CAPITAL PARTNERS, LLC CRD 135955 | Valhalla, NY | Advisory firm LLC | $34.2M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| BURDICK WEALTH MANAGEMENT, LLC CRD 143978 | — | Advisory firm LLC | $34.2M | 1 advisors | Percentage of AUM | View | |
| WRONA INVESTMENT MANAGEMENT, LLC CRD 306791 | NC | Advisory firm LLC | $34.1M | 2 advisors | Percentage of AUM | View | |
| DES FINANCIAL GROUP, LLC CRD 174421 | Brea, CA | Advisory firm LLC | $34.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSPECTIVE ADVISORS, LLC CRD 301811 | Bartlesville, OK | Advisory firm LLC | $34.0M | 2 advisors | Percentage of AUM | View | |
| FORTY TWO WEALTH LLC CRD 330850 | — | Advisory firm LLC | $34.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RANDY L. COPUS AND ASSOCIATES,LLC CRD 122988 | Lakeview, OH | Advisory firm LLC | $34.0M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SILVERLEAF INVESTMENT GROUP, LLC CRD 146086 | — | Advisory firm LLC | $34.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STILLWATER FINANCIAL CRD 311084 | Stillwater, OK | Advisory firm LLC | $34.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5280 CAPITAL CRD 167460 | Denver, CO | Advisory firm LLC | $34.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SAMPATTI FINANCIAL LLC CRD 188513 | — | Advisory firm LLC | $34.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HAUGE WEALTH MANAGEMENT, LLC CRD 319248 | — | Advisory firm LLC | $34.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KEDREC LLC CRD 324024 | Overland Park, KS | Advisory firm LLC | $33.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MMG WEALTH MANAGEMENT CRD 331312 | — | Advisory firm LLC | $33.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEAM ELEVATED ASSET MANAGEMENT CRD 321979 | Thousand Oaks, CA | Advisory firm LLC | $33.9M | 2 advisors | Percentage of AUM | View | |
| BLACK CREEK WEALTH MANAGEMENT, LLC CRD 312679 | — | Advisory firm LLC | $33.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JANUS FINANCIAL CRD 323940 | Scottsdale, AZ | Advisory firm LLC | $33.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GOOD BALANCE FP LLC CRD 324354 | Los Angeles, CA | Advisory firm LLC | $33.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRADOW CAPITAL MANAGEMENT, LLC CRD 133071 | Lake Oswego, OR | Advisory firm LLC | $33.8M | 1 advisors | Percentage of AUM | View | |
| RCL CAPITAL MANAGEMENT CRD 121342 | — | Advisory firm Sole prop | $33.8M | 1 advisors | Percentage of AUM | View | |
| SWAN DFW FINANCIAL SOLUTIONS, LLC CRD 173964 | — | Advisory firm LLC | $33.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VINTAGE ASSET MANAGEMENT, LLC CRD 285911 | — | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM | View |