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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 | |||||
|---|---|---|---|---|---|---|---|
| KAIROS CAPITAL ADVISORS, LLC CRD 134552 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM | View | |
| LAMARQUE ATLAS CRD 308520 | Pasadena, CA | Advisory firm LLC | $33.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LEO WEALTH MANAGEMENT, LLC CRD 337537 | Staten Island, NY | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMEN CAPITAL MANAGEMENT, L.L.C. CRD 123705 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM | View | |
| MW INVESTMENT ADVISOR, LLC CRD 129695 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PDM INVESTMENT SERVICES, LLC CRD 155217 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM | View | |
| PERSONAL ASSET MANAGEMENT CRD 136619 | St. Petersburg, FL | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOLOMAN HILL I LLC CRD 282237 | — | Advisory firm LLC | $33.0M | 2 advisors | Percentage of AUM | View | |
| VERSAILLES FINANCIAL, LLC CRD 127011 | — | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SARMAYA PARTNERS, LLC CRD 330100 | San Antonio, TX | Advisory firm LLC | $33.0M | 2 advisors | Percentage of AUM | View | |
| UNDER PAR PLANNING LLC CRD 306930 | — | Advisory firm LLC | $33.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW HYDE PARK ASSET MANAGEMENT LLC CRD 329242 | Wheaton, IL | Advisory firm LLC | $33.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKETTREND ADVISORS, LTD. CRD 132894 | — | Advisory firm Partnership | $32.9M | 2 advisors | Percentage of AUM | View | |
| SERENE POINT ADVISORS LLC CRD 309433 | — | Advisory firm LLC | $32.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC CRD 306305 | Dallas, TX | Advisory firm LLC | $32.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THEORY PLANNING PARTNERS CRD 308877 | — | Advisory firm LLC | $32.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INCLINE INVESTMENT MANAGEMENT, LLC CRD 293335 | Incline Village, NV | Advisory firm LLC | $32.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COMAL WEALTH MANAGEMENT CRD 309352 | New Braunfels, TX | Advisory firm LLC | $32.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLOURISH FINANCIAL PLANNING CRD 295401 | Grapevine, TX | Advisory firm LLC | $32.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| O'REILLY WEALTH ADVISORS CRD 141789 | — | Advisory firm LLC | $32.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CRESTVIEW WEALTH MANAGEMENT, LLC CRD 334092 | Rockwall, TX | Advisory firm LLC | $32.8M | 2 advisors | Percentage of AUM | View | |
| HALYARD FINANCIAL, LLC CRD 291570 | — | Advisory firm LLC | $32.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCA CAPITAL MANAGEMENT CRD 305964 | Marina Del Rey, CA | Advisory firm LLC | $32.8M | 8 advisors | Percentage of AUM | View | |
| GRACE FINANCIAL ADVISORS LLC CRD 288701 | — | Advisory firm LLC | $32.8M | 1 advisors | Percentage of AUM; Hourly charges | View |