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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 | |||||
|---|---|---|---|---|---|---|---|
| REDTAIL MANAGEMENT LLC CRD 338754 | — | Advisory firm LLC | $32.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AGILE WEALTH PARTNERS CRD 302019 | Northville, MI | Advisory firm LLC | $32.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DYE FAMILY OFFICE CRD 326761 | — | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC CRD 110113 | — | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PURSUIT WEALTH MANAGEMENT CRD 115416 | Coralville, IA | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM | View | |
| HARRISON FINANCIAL PLANNING CRD 311435 | Columbia, MO | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLRED JACKSON FINANCIAL PLANNING, LLC CRD 160139 | North Logan, UT | Advisory firm LLC | $32.0M | 3 advisors | Percentage of AUM | View | |
| ARTEMIS WEALTH ADVISORS CRD 319184 | Flemington, NJ | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASTERS TAX AND FINANCIAL PLANNING LLC CRD 310261 | Statesville, NC | Advisory firm LLC | $32.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OTHER SIDE ASSET MANAGEMENT, LLC CRD 291263 | Raleigh, NC | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM | View | |
| PRIVATE GROUP WEALTH MANAGEMENT, LLC CRD 118231 | — | Advisory firm LLC | $32.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENET RETIREMENT SERVICES LLC CRD 321650 | — | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EARNDEX, LLC CRD 300023 | — | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA RETIREMENT WEALTH, LLC CRD 281786 | Gold River, CA | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISOR FEES | View | |
| TRUE ABUNDANCE ADVISORS CRD 283860 | NY | Advisory firm Sole prop | $32.0M | 1 advisors | Fixed fees | View | |
| MOORE PRIVATE WEALTH L.L.C. CRD 323313 | — | Advisory firm LLC | $31.9M | 1 advisors | Percentage of AUM | View | |
| JORDAN CAPITAL AM, LLC CRD 149243 | Atlanta, GA | Advisory firm LLC | $31.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| VARIANT PERCEPTION CRD 334510 | Charlotte, NC | Advisory firm LLC | $31.9M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| TUDOR ADVISORS LLC CRD 297885 | Miami, FL | Advisory firm LLC | $31.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FIRSTLINE FINANCIAL LLC CRD 308056 | Gilbert, AZ | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEO-CRITERION CAPITAL LIMITED CRD 282377 | Hong Kong | Advisory firm Other (specify) | $31.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBRIDGE WEALTH MANAGEMENT, LLC CRD 172938 | Cambridge, NY | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONGOING WEALTH MANAGEMENT CRD 319325 | — | Advisory firm LLC | $31.8M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| EXPONENT WEALTH LLC CRD 334968 | — | Advisory firm LLC | $31.8M | 4 advisors | Percentage of AUM | View |