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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 | |||||
|---|---|---|---|---|---|---|---|
| CHALK CREEK PARTNERS, LLC CRD 305270 | — | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM | View | |
| GREEN HORIZON CAPITAL MANAGEMENT, LLC CRD 282802 | — | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM | View | |
| PHASE CHANGE WEALTH MANAGEMENT LLC CRD 334306 | — | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RIDGEBACK FINANCIAL LLC CRD 336614 | Clear Lake Shores, TX | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TCM WEALTH ADVISORS CRD 132646 | Fairlawn, OH | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRE PRIVATE WEALTH MANAGEMENT CRD 314961 | Louisville, KY | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHSIGHTS INVESTMENT MANAGEMENT, LLC CRD 324978 | — | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM | View | |
| BROXTON CAPITAL ADVISORS CRD 136914 | Old San Juan, PR | Advisory firm LLC | $29.0M | 2 advisors | Percentage of AUM | View | |
| BEHLKE FINANCIAL CRD 133883 | — | Advisory firm Sole prop | $29.0M | 1 advisors | Percentage of AUM | View | |
| MACROVEX CAPITAL CRD 300692 | — | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM | View | |
| CREWS CAPITAL MANAGEMENT, LP CRD 133911 | — | Advisory firm LP | $28.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PLANDYNAMIC, LLC CRD 291154 | Framingham, MA | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL PLANNING CO. CRD 283246 | — | Advisory firm LLC | $28.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESAIL ADVISORS LLC CRD 144579 | Mclean, VA | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAVERSE PRIVATE WEALTH CRD 329996 | Radnor, PA | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE HORST GROUP, LLC CRD 321135 | — | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IMPACTFI CRD 319086 | — | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PLAINS ADVISORY LLC CRD 300110 | Grand Island, NE | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNETT CAPITAL MANAGEMENT, LLC CRD 140919 | — | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM | View | |
| SPRINGTRU, LLC CRD 164776 | — | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOMAS A. BLANNO AND COMPANY, LLC CRD 144595 | — | Advisory firm LLC | $28.9M | 1 advisors | Percentage of AUM; $70 DLLS ANNUAL MAINTENANCE FEE FOR NEW ACCOUNTS SINCE 7/1/2011 | View | |
| RAYMOND CAPITAL ADVISORS, LLC CRD 154412 | — | Advisory firm LLC | $28.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MENDOZA WEALTH MANAGEMENT CRD 144605 | — | Advisory firm LLC | $28.8M | 1 advisors | Percentage of AUM | View | |
| FORTUNATO ASSET MANAGEMENT CRD 170375 | — | Advisory firm LLC | $28.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |