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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 | |||||
|---|---|---|---|---|---|---|---|
| PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C. CRD 123006 | Amherst, MA | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WERNER & C0. RIA, PLLC CRD 117204 | — | Advisory firm Other (specify) | $29.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BASKIN FINANCIAL PLANNING CRD 313393 | — | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| H CUBED FINANCIAL SOLUTIONS CRD 287494 | — | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM | View | |
| DIVERSIFIED INVESTMENT SERVICES LLC CRD 288689 | Durham, NC | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PIER 42 ADVISORS CRD 325987 | South Dennis, MA | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRIVENT FINANCIAL CRD 299009 | — | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STEVEN ROBERT JAKOWCHIK CRD 136550 | Los Angeles, CA | Advisory firm Sole prop | $29.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SIERRA MADRE PARTNERS LLC CRD 171754 | Cerritos, CA | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM | View | |
| EMSTONE ADVISERS, LLC CRD 139061 | Leola, PA | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM | View | |
| TWO THREE FIVE CRD 329833 | — | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHERMAN WEALTH SOLUTIONS LLC CRD 324426 | Charlotte, NC | Advisory firm LLC | $29.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE W & W GROUP LLC CRD 286334 | — | Advisory firm LLC | $29.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S. WILLIAMS CAPITAL, LLC CRD 173204 | New York, NY | Advisory firm LLC | $29.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BUNKER CRD 319690 | San Francisco, CA | Advisory firm LLC | $29.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| APEX WEALTH MANAGEMENT, LLC CRD 159585 | — | Advisory firm LLC | $29.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTICO FINANCIAL GROUP, LLC CRD 168810 | — | Advisory firm LLC | $29.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLUTCH CAPITAL MANAGEMENT, LLC CRD 154533 | — | Advisory firm LLC | $29.1M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| THE KALISH GROUP CRD 328742 | — | Advisory firm LLC | $29.1M | 1 advisors | Percentage of AUM | View | |
| MIDWEST WEALTH SOLUTIONS LLC CRD 291528 | Brookfield, WI | Advisory firm LLC | $29.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DINERGY CRD 286403 | Cincinnati, OH | Advisory firm LLC | $29.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAFE HARBOR WEALTH MANAGEMENT, LLC CRD 156743 | Dublin, OH | Advisory firm LLC | $29.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PATHFINDER PLANNING LLC CRD 154713 | — | Advisory firm LLC | $29.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A. GILE & CO. CRD 329204 | Columbus, WI | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM | View |