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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 | |||||
|---|---|---|---|---|---|---|---|
| WRS FINANCIAL SERVICES, L.L.C. CRD 126693 | Tuscaloosa, AL | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM | View | |
| SHERWOOD WEALTH MANAGEMENT CRD 172687 | Basalt, CO | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PIVOT POINT WEALTH PLANNING CRD 287623 | Brandenburg, KY | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FOUNDATIONS FINANCIAL PLANNING, LLC CRD 289944 | — | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCURATE CAPITAL AND WEALTH LLC CRD 296945 | Glen Allen, VA | Advisory firm LLC | $30.2M | 4 advisors | Percentage of AUM · Commissions +1 more | View | |
| NORTHWEST PLANNING ADVISORS LLC CRD 297916 | Spokane, WA | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KALORAMA WEALTH STRATEGIES, LLC CRD 152375 | — | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RWC FOR LIFE CRD 317898 | Naperville, IL | Advisory firm LLC | $30.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUMMER FIELDS INVESTMENTS, LLC CRD 169250 | — | Advisory firm LLC | $30.2M | 1 advisors | Percentage of AUM | View | |
| CLEARSTONE WEALTH MANAGEMENT, LLC CRD 334088 | Whitefish, MT | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD DAY CAPITAL MANAGEMENT, LLC CRD 148121 | Denver, CO | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM | View | |
| ALPHA MODE CAPITAL LLC CRD 282295 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM | View | |
| RED CLOVER WEALTH MANAGEMENT, LLC CRD 335636 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXOS WEALTH STRATEGIES, LLC CRD 310869 | — | Advisory firm LLC | $30.1M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EPIPHANY WEALTH MANAGEMENT CRD 171463 | Houston, TX | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERWOOD CAPITAL ADVISORS, LLC CRD 148741 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM | View | |
| STERLING ADVISORY GROUP LLC CRD 327855 | Southfield, MI | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERVUS CAPITAL MANAGEMENT CRD 150195 | Lynchburg, VA | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 147TH GROUP LLC CRD 306848 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| KAPOK CAPITAL LLC CRD 159698 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM | View | |
| PIP CAPITAL & CONSULTING, LLC CRD 297807 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RISER INVESTING, LLC CRD 335089 | — | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM | View | |
| JD INVESTMENT MANAGEMENT, LLC CRD 123293 | Cottonwood Heights, UT | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ADVANCED TRADER INVESTMENT ADVISORS, LLC. CRD 160044 | Springfield, IL | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM | View |