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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 | |||||
|---|---|---|---|---|---|---|---|
| CLANTON FINANCIAL PARTNERS, LLC CRD 333591 | — | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM | View | |
| ASI WEALTH ADVISORS LLC CRD 165293 | — | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| EXECUTIVE SERVICES, LLC CRD 283898 | Newport Beach, CA | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERGREEN WEALTH SERVICES CRD 307675 | — | Advisory firm LLC | $30.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| TREW ADVISORS, LLC CRD 287827 | — | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULER CAPITAL MANAGEMENT LLC CRD 297190 | — | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM | View | |
| FIRETHORN PARTNERS, LLC CRD 288935 | Vancouver, Bc, TX | Advisory firm LLC | $30.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JW THOMPSON INVESTMENTS LLC CRD 129281 | — | Advisory firm LLC | $30.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AUGUST WEALTH MANAGEMENT CRD 155739 | Portland, ME | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDEPOST FINANCIAL PLANNING, LLC CRD 141947 | Fort Collins, CO | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DMLO WEALTH PLANNING, LLC CRD 316202 | Louisville, KY | Advisory firm LLC | $30.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIOARC, L.L.C. CRD 139498 | — | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGEPORT ASSET MANAGEMENT, LLC. CRD 290939 | Madison, WI | Advisory firm LLC | $30.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AURELIEN CAPITAL PARTNERS CRD 311163 | Chicago, IL | Advisory firm LLC | $30.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEETING HOUSE CAPITAL, LLC CRD 310435 | Concord, MA | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFEWATER WEALTH MANAGEMENT CRD 307121 | Duluth, GA | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MODERN ASSET MANAGEMENT LLC CRD 128768 | Columbus, NE | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM | View | |
| COCHRANMICKELS RETIREMENT SPECIALISTS, LLC CRD 327837 | Huntsville, AL | Advisory firm LLC | $30.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYCAMORE ASSET MANAGEMENT, LLC CRD 140590 | — | Advisory firm LLC | $30.3M | 1 advisors | Hourly charges; SELECTION OF OTHER ADVISORS | View | |
| KD CAPITAL MANAGEMENT, LLC CRD 172110 | Charleston, SC | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM | View | |
| HURLEY INVESTMENTS, LLC CRD 153535 | Provo, UT | Advisory firm LLC | $30.3M | 6 advisors | Percentage of AUM | View | |
| ANGEL OAK FINANCIAL SERVICES LLC CRD 175497 | — | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHYN CAPITAL MANAGEMENT LLC CRD 304390 | Hicksville, NY | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LUMENAI CRD 309918 | Stamford, CT | Advisory firm LLC | $30.3M | 3 advisors | Percentage of AUM | View |