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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 | |||||
|---|---|---|---|---|---|---|---|
| OAKVIEW CAPITAL MANAGEMENT, L.P. CRD 144877 | Dallas, TX | Advisory firm LP | $32.4M | 1 advisors | Percentage of AUM | View | |
| PALMETTO WEALTH MANAGEMENT, LLC CRD 150648 | New Albany, OH | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GULF COAST FINANCIAL ADVISORS CRD 329092 | Fairhope, AL | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PREMIER WEALTH PARTNERS, LLC CRD 171695 | Summerville, SC | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| USA ASSET MANAGEMENT, LLC CRD 130946 | Plano, TX | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 10 STAR ASSET MANAGEMENT CRD 145873 | Carlsbad, CA | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM | View | |
| CAPITAL ALLIANCE WEALTH MANAGEMENT CRD 315548 | San Antonio, TX | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKET CAPITAL MANAGEMENT, L.L.C. CRD 128077 | Wayzata, MN | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BALLHEIM FINANCIAL LLC CRD 164318 | — | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VENN WEALTH & BENEFIT SERVICES, LLC CRD 129865 | Altoona, PA | Advisory firm LLC | $32.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBERLIN WEALTH PARTNERS, LLC CRD 164912 | Bryan, OH | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POINT WEALTH, LLC CRD 315625 | Wausau, WI | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC CRD 150728 | — | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURL INVESTMENT MANAGEMENT, LLC CRD 319525 | Lexington, KY | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM | View | |
| WORTHVIEW CAPITAL MANAGEMENT LLC CRD 317179 | Nashville, TN | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM | View | |
| FIG TREE WEALTH MANAGEMENT LLC CRD 319194 | Mountainside, NJ | Advisory firm LLC | $32.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM WEALTH STRATEGIES, LLC CRD 312748 | — | Advisory firm LLC | $32.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREATDANE INVESTMENT LLC CRD 318880 | — | Advisory firm LLC | $32.2M | 2 advisors | Percentage of AUM | View | |
| FIGTREE FINANCIAL ADVISORS, LLC CRD 301517 | Santa Clara, CA | Advisory firm LLC | $32.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ATTUNE FINANCIAL PLANNING, LLC CRD 159395 | — | Advisory firm LLC | $32.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAVROS CAPITAL MANAGEMENT, LLC CRD 327785 | New York, NY | Advisory firm LLC | $32.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FALCO WEALTH MANAGEMENT CRD 327977 | Paoli, PA | Advisory firm LLC | $32.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JR SNELL CAPITAL MANAGEMENT, LLC CRD 117598 | — | Advisory firm LLC | $32.1M | 2 advisors | Percentage of AUM | View | |
| WNA WEALTH MANAGEMENT, LLC CRD 298510 | Charleston, WV | Advisory firm LLC | $32.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |