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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 | |||||
|---|---|---|---|---|---|---|---|
| FACE 2 FACE FINANCIAL PLANNING, LLC CRD 285630 | Portage, MI | Advisory firm LLC | $29.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHSTREET FINANCIAL, LLC CRD 107132 | Tampa, FL | Advisory firm LLC | $29.7M | 2 advisors | Percentage of AUM | View | |
| BLUEPRINT FINANCIAL ADVISORS, LLC CRD 171331 | Portland, OR | Advisory firm LLC | $29.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VALLEY INVESTMENT MANAGEMENT, LLC CRD 166546 | San Francisco, CA | Advisory firm LLC | $29.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| STABILITY FINANCIAL, LLC CRD 167906 | Marrero, LA | Advisory firm LLC | $29.6M | 1 advisors | Percentage of AUM | View | |
| DISTRICT CAPITAL MANAGEMENT, LLC CRD 167317 | — | Advisory firm LLC | $29.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DARDA FINANCIAL CRD 130230 | Winston-Salem, NC | Advisory firm LLC | $29.6M | 1 employees | Percentage of AUM; Fixed fees | View | |
| STANTUM, LLC CRD 170360 | — | Advisory firm LLC | $29.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAINAIRE FINANCIAL STRATEGIES CRD 304419 | — | Advisory firm LLC | $29.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| BUSS CAPITAL MANAGEMENT, LLC CRD 165447 | Lake Forest, IL | Advisory firm LLC | $29.6M | 2 advisors | Percentage of AUM | View | |
| ACCUMULATION STRATEGIES CRD 112502 | Woodland Hills, CA | Advisory firm Sole prop | $29.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ZOR CAPITAL, LLC CRD 156830 | New York, NY | Advisory firm LLC | $29.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARC ELEMENT WEALTH DESIGN CRD 329935 | — | Advisory firm LLC | $29.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARLSON WEALTH, LLC CRD 318362 | Omaha, NE | Advisory firm LLC | $29.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EVERGREEN FINANCIAL GROUP CRD 312097 | — | Advisory firm LLC | $29.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAXADVISOR PRIVATE MANAGEMENT CRD 125148 | — | Advisory firm LLC | $29.5M | 2 advisors | Percentage of AUM | View | |
| IMPACT FINANCIAL, LLC CRD 323394 | — | Advisory firm LLC | $29.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATE WEALTH ADVISORS, LLC CRD 323825 | Newport Beach, CA | Advisory firm LLC | $29.4M | 4 advisors | Percentage of AUM | View | |
| SIMPLYSMART ASSET MANAGEMENT CRD 152991 | — | Advisory firm Sole prop | $29.4M | 1 advisors | Percentage of AUM | View | |
| TERADIME FINANCIAL LLC CRD 283401 | — | Advisory firm LLC | $29.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC CRD 289253 | Kalamazoo, MI | Advisory firm LLC | $29.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KASMAT RISK MANAGEMENT, LLC. CRD 152390 | — | Advisory firm LLC | $29.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BETA MANAGEMENT CONSULTING CRD 131633 | — | Advisory firm Sole prop | $29.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEW ERA INVESTMENTS LLC CRD 312703 | Southfield, MI | Advisory firm LLC | $29.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |