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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 | |||||
|---|---|---|---|---|---|---|---|
| NATHAN G. HANNA, LLC CRD 158936 | Palm Harbor, FL | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ACARA CAPITAL MANAGEMENT, LLC CRD 293864 | — | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM | View | |
| VIM WEALTH MANAGEMENT, LLC CRD 311641 | Coral Gables, FL | Advisory firm LLC | $31.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTOS FINANCIAL MANAGEMENT, LLC CRD 107602 | San Jose, CA | Advisory firm LLC | $31.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LIN & COMPANY, LLC CRD 164887 | — | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BW FINANCIAL PLANNING CRD 292827 | — | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STAPLETON ASSET MANAGEMENT, LLC CRD 323703 | — | Advisory firm LLC | $31.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL LIFESTYLE MANAGEMENT CRD 127138 | Greenville, TX | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY FINANCIAL DESIGNS CRD 314338 | The Woodlands, TX | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BODHI TREE CAPITAL MANAGEMENT, LLC CRD 166017 | — | Advisory firm LLC | $31.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE TALON PARTNERS CRD 311982 | Naples, FL | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GROUNDED WEALTH CRD 314801 | — | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW LIGHT FINANCIAL CRD 325546 | Englewood, CO | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R.M. SHANNON WEALTH MANAGEMENT, LLC CRD 290718 | St.. Paul, MN | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALENTINE INVESTMENTS, LLC CRD 153898 | Dallas, TX | Advisory firm LLC | $30.9M | 1 advisors | Percentage of AUM | View | |
| STRADA WEALTH MANAGEMENT, LLC CRD 167718 | Austin, TX | Advisory firm LLC | $30.9M | 4 advisors | Hourly charges; Fixed fees | View | |
| FMT INVESTMENT ADVISORY CRD 133295 | — | Advisory firm LLC | $30.9M | 1 advisors | Percentage of AUM | View | |
| IPLAN CRD 294929 | Winter Haven, FL | Advisory firm LLC | $30.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OBRAN CAPITAL ADVISORS LLC CRD 325454 | — | Advisory firm LLC | $30.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRTUE WEALTH COUNSEL, LLC CRD 298592 | Omaha, NE | Advisory firm LLC | $30.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMONY ROAD ADVISORS CRD 311126 | — | Advisory firm LLC | $30.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J. FRANKLIN FINANCIAL LLC CRD 321921 | Metter, GA | Advisory firm LLC | $30.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUNNYBRANCH WEALTH LLC CRD 323075 | — | Advisory firm LLC | $30.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANIKAY PARTNERS CRD 157272 | New York, NY | Advisory firm LLC | $30.8M | 1 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATION | View |