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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 | |||||
|---|---|---|---|---|---|---|---|
| SKIBEK WEALTH MANAGEMENT CRD 322652 | — | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM | View | |
| WAY STREET FINANCIAL, LLC CRD 329451 | Brunswick, OH | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC ADVOCATES, LLC CRD 316858 | Sacramento, CA | Advisory firm LLC | $33.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MKN WEALTH MANAGEMENT LLC CRD 161819 | — | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM | View | |
| T.H. RAPKO & COMPANY, LLC CRD 165874 | Monterey, CA | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM | View | |
| JCG ADVISORY GROUP, LLC CRD 283746 | Bozeman, MT | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL GROUP CRD 169966 | Diamond Bar, CA | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GKFO, LLC CRD 151138 | W. Conshohocken, PA | Advisory firm LLC | $33.6M | 10 advisors | Percentage of AUM | View | |
| LODESTAR WEALTH, LLC CRD 308028 | Providence, RI | Advisory firm LLC | $33.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWTREE ADVISORY GROUP, LLC CRD 124492 | Tucson, AZ | Advisory firm LLC | $33.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC CRD 145054 | Springfield, IL | Advisory firm LLC | $33.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BROOKHOUSE ADVISORS CRD 287837 | Meadville, PA | Advisory firm LLC | $33.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADVANYI WEALTH MANAGEMENT LLC CRD 273033 | Reston, VA | Advisory firm LLC | $33.6M | 1 advisors | Percentage of AUM | View | |
| PRELUDE FINANCIAL CRD 282158 | Wadsworth, OH | Advisory firm LLC | $33.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RED NIGHT CAPITAL LLC CRD 327108 | — | Advisory firm LLC | $33.5M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| OPTIMUM CAPITAL STRATEGIES CRD 148483 | Beaverton, OR | Advisory firm LLC | $33.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARC C HELFRICH REGISTERED INVESTMENT ADVISOR CRD 160051 | Van Alstyne, TX | Advisory firm Sole prop | $33.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REIF PORTFOLIO MANAGEMENT CRD 329022 | — | Advisory firm LLC | $33.5M | 1 advisors | Percentage of AUM | View | |
| THE J R BAKER GROUP CRD 132931 | — | Advisory firm LLC | $33.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HOLISTIC VIEW FINANCIAL, LLC CRD 288975 | — | Advisory firm LLC | $33.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAVAN CAPITAL MANAGEMENT LLC CRD 311325 | Naples, FL | Advisory firm LLC | $33.5M | 2 advisors | Percentage of AUM | View | |
| AUGUSTA CAPITAL LLC CRD 312783 | — | Advisory firm LLC | $33.4M | 1 advisors | Percentage of AUM | View | |
| MITTLEMAN VALUE PARTNERS LLC CRD 327006 | NY | Advisory firm LLC | $33.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FULLER ASSET MANAGEMENT, LLC CRD 134446 | Scottsdale, AZ | Advisory firm LLC | $33.4M | 1 advisors | Percentage of AUM | View |