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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 | |||||
|---|---|---|---|---|---|---|---|
| BRUCE A. KRAIG ASSOCIATES CRD 118032 | — | Advisory firm LLC | $31.8M | 2 advisors | Percentage of AUM | View | |
| COLSARA NATIONAL WEALTH MANAGEMENT LLC CRD 305167 | — | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVISION CAPITAL ADVISOR, LLC CRD 285260 | — | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BDJ WEALTH MANAGEMENT LLC CRD 309290 | Plano, TX | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA ADVISORS, LLC CRD 138848 | Lakeland, FL | Advisory firm LLC | $31.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRMAMENT FINANCIAL CRD 304536 | — | Advisory firm LLC | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A B L E WEALTH MANAGEMENT SOLUTIONS LLC CRD 301257 | Ann Arbor, MI | Advisory firm LLC | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHN M. LEONARD, LLC CRD 134756 | Douglas, MI | Advisory firm LLC | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKE JERICHO, LLC CRD 173782 | Chicago, IL | Advisory firm LLC | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERTICAL WEALTH, LLC CRD 158010 | Indianapolis, IN | Advisory firm LLC | $31.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WBH FINANCIAL SERVICES, LLC CRD 282071 | Lake Oswego, OR | Advisory firm LLC | $31.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIONEER FINANCIAL ADVISORS CRD 118360 | Praire Village, KS | Advisory firm Sole prop | $31.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EXPONENTIAL WEALTH MANAGEMENT, LLC CRD 328835 | — | Advisory firm LLC | $31.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ESG WEALTH ADVISORS CRD 324655 | — | Advisory firm LLC | $31.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSS FINANCIAL STRATEGIES, LLC CRD 301085 | — | Advisory firm LLC | $31.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| E2I FINANCIAL GROUP, LLC CRD 167078 | Charlotte, NC | Advisory firm LLC | $31.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GROWTH POINT FINANCIAL LLC CRD 297543 | — | Advisory firm LLC | $31.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TORO BRAVO INVESTMENT ADVISORS, LLC CRD 288435 | Amarillo, TX | Advisory firm LLC | $31.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY INVESTMENT ADVISORS, LLC CRD 144477 | Voorhees, NJ | Advisory firm LLC | $31.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATTERSON PARTNERS LTD. CRD 305859 | Hamilton, TX | Advisory firm Other (specify) | $31.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDEPOST CAPITAL MANAGEMENT GROUP, LLC CRD 335196 | — | Advisory firm LLC | $31.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AVALON CRD 168033 | Boca Raton, FL | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KENMAR PREFERRED INVESTMENTS, LLC CRD 226658 | New York, NY | Advisory firm LLC | $31.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARCAP PARTNERS LLC CRD 313006 | Plainview, NY | Advisory firm LLC | $31.4M | 2 advisors | Percentage of AUM; Fixed fees | View |