Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| POSITIVE DELTA ASSET MANAGEMENT LLC CRD 134775 | Los Angeles, CA | Advisory firm LLC | $32.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODERN FINANCIAL WELLNESS CRD 334087 | Portsmouth, NH | Advisory firm LLC | $32.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCHANGE STREET CAPITAL CRD 333360 | Spring Lake, MI | Advisory firm LLC | $32.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOTAL WEALTH PARTNERS CRD 287725 | Houston, TX | Advisory firm LLC | $32.7M | 2 advisors | Percentage of AUM | View | |
| JERSEY SHORE FINANCIAL ADVISORS LLC CRD 143748 | Red Bank, NJ | Advisory firm LLC | $32.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TABULA RASA ADVISORS, LLC CRD 298184 | Birmingham, AL | Advisory firm LLC | $32.7M | 2 advisors | Percentage of AUM | View | |
| DESLA WEALTH MANAGEMENT CRD 310235 | West Des Moines, IA | Advisory firm LLC | $32.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON BAY ASSET MANAGEMENT LLC CRD 142207 | — | Advisory firm LLC | $32.7M | 1 advisors | Percentage of AUM | View | |
| ALTRUITY WEALTH CRD 292799 | — | Advisory firm LLC | $32.7M | 1 advisors | Percentage of AUM | View | |
| TWIN ROBINS CAPITAL CRD 329990 | Kansas City, MO | Advisory firm LLC | $32.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TGA CAPITAL MANAGEMENT CRD 131629 | Braintree, MA | Advisory firm Sole prop | $32.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCEND WEALTH MANAGEMENT LLC CRD 333076 | — | Advisory firm LLC | $32.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC CRD 159786 | — | Advisory firm LLC | $32.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| IRONCREST CAPITAL MANAGEMENT LLC CRD 310022 | Santa Barbara, CA | Advisory firm LLC | $32.6M | 1 advisors | Percentage of AUM | View | |
| ELDERROCK FINANCIAL LLC CRD 298350 | Everett, WA | Advisory firm LLC | $32.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CHESAPEAKE CAPITAL MANAGEMENT, LLC CRD 270014 | Belcamp, MD | Advisory firm LLC | $32.6M | 7 advisors | Percentage of AUM; Commissions | View | |
| SENSUS WEALTH MANAGEMENT GROUP LLC CRD 153357 | San Antonio, TX | Advisory firm LLC | $32.5M | 2 advisors | Percentage of AUM | View | |
| FRONTENAC PARTNERS, L.L.C. CRD 125413 | — | Advisory firm LLC | $32.5M | 1 advisors | Percentage of AUM | View | |
| FRANKLIN TREND INVESTMENT MANAGEMENT, LLC CRD 282977 | Boise, ID | Advisory firm LLC | $32.5M | 1 advisors | Percentage of AUM | View | |
| MACC IV GROUP CRD 143285 | — | Advisory firm LLC | $32.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADVOSION CRD 130405 | — | Advisory firm LLC | $32.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LUNIN-PACK PLANNING AND ADVICE, LLC CRD 334066 | Cold Spring, NY | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GUIDEPOINT FINANCIAL PLANNING CRD 309428 | — | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LABRADOR INVESTMENTS, LLC CRD 119733 | — | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |