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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 | |||||
|---|---|---|---|---|---|---|---|
| SJ BOYLE WEALTH PLANNING, LLC CRD 174158 | Hanover, NH | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PHRONIMOS CAPITAL, LLC CRD 172605 | — | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ZERO DAY CAPITAL ENTERPRISES LLC CRD 331228 | CA | Advisory firm LLC | $30.7M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOKU PARTNERS LLC CRD 337936 | — | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CASCADE WEALTH LLC CRD 322216 | — | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRISM FINANCIAL GROUP, LLC CRD 108210 | — | Advisory firm LLC | $30.7M | 2 advisors | Percentage of AUM | View | |
| AZURE WEALTH MANAGEMENT CRD 172677 | Saint Paul, MN | Advisory firm LLC | $30.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHNESS LLC CRD 298675 | Boonton, NJ | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WHARTON WEALTH PLANNING, LLC CRD 319716 | New York, NY | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDWARD R. WILDMAN, CPA, LLC CRD 143404 | — | Advisory firm LLC | $30.6M | 1 advisors | Percentage of AUM | View | |
| MERIDAN CAPITAL, LLC CRD 139180 | — | Advisory firm LLC | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WYKRENT, DAMON CRD 153532 | Flower Mound, TX | Advisory firm Sole prop | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD FIELD ADVISORS LLC CRD 134519 | NY | Advisory firm LLC | $30.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| CECIL WEALTH CRD 338245 | — | Advisory firm LLC | $30.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THREE WATERS FINANCIAL CRD 312566 | — | Advisory firm LLC | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMLAND WEALTH LLC CRD 319002 | Defiance, OH | Advisory firm LLC | $30.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE BRICK PLANNING & CONSULTING, LLC CRD 277047 | Greenwood Village, CO | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCHENRY CAPITAL, L.L.C. CRD 136594 | Leavenworth, WA | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RR PORTFOLIOS, LLC CRD 288261 | Herndon, VA | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM | View | |
| FOCUS INVESTMENT ADVISORS, LLC CRD 157186 | Miami, FL | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM; RETROCESSIONS | View | |
| NEST FINANCIAL LLC CRD 299307 | Austin, TX | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DIMENSIONS, LLC. CRD 121379 | Sparks, MD | Advisory firm LLC | $30.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIALIFE OUTFITTERS LLC CRD 290053 | Overland Park, KS | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OATLEY & DIAK, LLC. CRD 123589 | Parker, CO | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM; Hourly charges | View |