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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 | |||||
|---|---|---|---|---|---|---|---|
| MAIN STREET INVESTORS, LLC CRD 299291 | Brentwood, TN | Advisory firm LLC | $31.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| REGENCY FINANCIAL GROUP CRD 139892 | — | Advisory firm Sole prop | $31.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONFIANCE, FINANCIAL & INVESTMENT ADVISORS CRD 147697 | Cleveland, OH | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CARDINAL WEALTH MANAGEMENT CRD 324753 | Naples, FL | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVENTURE WEALTH ADVISORS CRD 307039 | — | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANGLEY WEALTH MANAGEMENT CRD 292543 | Athens, GA | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CFIG INVESTMENT ADVISORY SERVICES, LLC CRD 148261 | Westport, CT | Advisory firm LLC | $31.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WM ADVISORS USA LLC CRD 323133 | — | Advisory firm LLC | $31.4M | 3 advisors | Percentage of AUM | View | |
| AA WEALTH STRATEGIES LLC CRD 319496 | Austin, TX | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RAFFIN GROUP LLC CRD 310270 | — | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM | View | |
| SHINNEMAN WEALTH GROUP CRD 296758 | Northbrook, IL | Advisory firm LLC | $31.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC CRD 144035 | Brownsville, TX | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RONALD R GEIGER LLC CRD 153622 | — | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FTN CAPITAL MANAGEMENT CRD 158094 | Littleton, CO | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TVV ADVISERS, LLC CRD 322542 | Pleasanton, CA | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST STEP WEALTH PLANNING CRD 317527 | NY | Advisory firm LLC | $31.3M | 1 advisors | Fixed fees | View | |
| ZIMMERMAN ADVISORY GROUP, LLC CRD 148214 | Dublin, OH | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC CRD 291436 | Edina, MN | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ABER INVESTMENTS CRD 142835 | — | Advisory firm Sole prop | $31.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WHITEROCK FINANCIAL, LLC CRD 155140 | — | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ALCHEMIST FUND CRD 172299 | — | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERSHED WEALTH PLANNING LLC CRD 285980 | Portland, OR | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARIM WEALTH PLANNING CRD 325684 | San Mateo, CA | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH SOUTH CAPITAL, LLC CRD 148158 | New Lenox, IL | Advisory firm LLC | $31.1M | 4 advisors | Percentage of AUM; Fixed fees | View |