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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 | |||||
|---|---|---|---|---|---|---|---|
| BROKER ONE CRD 121219 | — | Advisory firm Sole prop | $30.0M | 1 advisors | Percentage of AUM | View | |
| CASTFIRM ADVISORS LLC CRD 327519 | Garden City, NY | Advisory firm LLC | $30.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CATAMOUNT CAPITAL LLC CRD 137652 | Dallas, TX | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CONSCIENT CAPITAL, LLC CRD 146689 | — | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM | View | |
| ELEVATION FINANCIAL LLC CRD 300573 | — | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE CAPITAL WEALTH MANAGEMENT LLC CRD 307670 | — | Advisory firm LLC | $30.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INAEYA WEALTH MANAGEMENT LLC CRD 312110 | — | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM | View | |
| RIC KOMAREK, CFP CRD 152947 | Redding, CA | Advisory firm Sole prop | $30.0M | 1 advisors | Percentage of AUM | View | |
| RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS CRD 127585 | Portland, OR | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM | View | |
| SNUG HARBOR CAPITAL MANAGEMENT, LLC CRD 133453 | — | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT RIDGE ADVISORS CRD 335600 | Mapleton, UT | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DIAMOND PEAK WEALTH MANAGEMENT LLC CRD 342229 | Bend, OR | Advisory firm LLC | $29.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SORA WEALTH, LLC CRD 313208 | Lincolnwood, IL | Advisory firm LLC | $29.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED CAPITAL PLANNING LLC CRD 131574 | Bend, OR | Advisory firm LLC | $29.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENECA PRIVATE WEALTH, LLC CRD 334161 | Los Angeles, CA | Advisory firm LLC | $29.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIMARRON CAPITAL MANAGEMENT, LLC CRD 283375 | — | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PORT CAPITAL MANAGEMENT CRD 330252 | Massapequa, NY | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View | |
| WINDWARD PARTNERS, L.L.C. CRD 135698 | — | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View | |
| METIS CAPITAL MANAGEMENT LLC CRD 133198 | CA | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View | |
| ATI WEALTH PARTNERS, LLC CRD 282924 | — | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AURORA STRATEGIC ADVISORS, LLC CRD 268828 | Lumberton, NC | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KCM CRD 334409 | — | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View | |
| FISCHER WEALTH ADVISORS, LLC CRD 281113 | — | Advisory firm LLC | $29.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DUNN FINANCIAL ADVISORS, LLC CRD 116173 | — | Advisory firm LLC | $29.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |