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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 | |||||
|---|---|---|---|---|---|---|---|
| HIGHLANDS WEALTH ADVISORS, LLC CRD 156428 | San Diego, CA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM | View | |
| EVESTIA FINANCIAL CRD 313074 | UT | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM | View | |
| MARTINO CAPITAL, LLC CRD 329648 | — | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM | View | |
| BRAVE NEW WEALTH CRD 336030 | Westlake Village, CA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT GEN FINANCIAL PLANNING CRD 283233 | San Diego, CA | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC CRD 150494 | Duluth, GA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKY RIDGE WEALTH MANAGEMENT LLC CRD 285137 | — | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NHABLA CRD 313311 | Arlington, VA | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM | View | |
| BISHOP CAPITAL ADVISORS LLC CRD 323102 | Boca Raton, FL | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARCON WEALTH MANAGEMENT CRD 144137 | Southlake, TX | Advisory firm LLC | $33.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAMBIT ASSET MANAGEMENT CRD 316342 | — | Advisory firm LLC | $33.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FORTY4 FINANCIAL CRD 326024 | — | Advisory firm LLC | $33.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN WEALTH MANAGEMENT, LLC CRD 313212 | — | Advisory firm LLC | $33.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSONAL BEST FINANCIAL LLC CRD 324747 | — | Advisory firm LLC | $33.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY FINANCIAL GROUP CRD 318877 | Fort Worth, TX | Advisory firm LLC | $33.1M | 3 advisors | Percentage of AUM | View | |
| DELPHI ADVISERS CRD 304593 | Vancouver, WA | Advisory firm LLC | $33.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 80/20 FINANCIAL SERVICES CRD 300772 | — | Advisory firm LLC | $33.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROOT WEALTH MANAGEMENT CRD 329683 | — | Advisory firm LLC | $33.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRESTLE WEALTH ADVISORY, LLC CRD 329077 | Duluth, GA | Advisory firm LLC | $33.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ACQUIRERS FUNDS, LLC CRD 298309 | Rolling Hills, CA | Advisory firm LLC | $33.1M | 1 advisors | Percentage of AUM | View | |
| TACTICAL INVESTMENT ADVISORS, LLC CRD 156179 | Huntersville, NC | Advisory firm LLC | $33.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARVEST ADVISORS, LLC CRD 120614 | Canton, OH | Advisory firm LLC | $33.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUST FINANCIAL ADVISORY, LLC CRD 153724 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AGAVE WEALTH ADVISORS CRD 299139 | Tucson, AZ | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM; Fixed fees | View |