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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 | |||||
|---|---|---|---|---|---|---|---|
| GLOBAL BETA ADVISORS CRD 298176 | West Chester, PA | Advisory firm LLC | $28.8M | 2 advisors | Fixed fees; Performance-based fees | View | |
| MK CAPITAL GROUP CRD 127608 | — | Advisory firm Sole prop | $28.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CSD FINANCIAL LLC CRD 310948 | Brooklyn, NY | Advisory firm LLC | $28.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BABYLON CAPITAL CRD 288965 | — | Advisory firm LLC | $28.8M | 1 advisors | Percentage of AUM | View | |
| CLARITY FINANCIAL CRD 158541 | Columbia, MO | Advisory firm LLC | $28.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| STAGE READY FINANCIAL PLANNING CRD 328883 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| YOUR RICHEST LIFE CRD 171609 | Plano, TX | Advisory firm LLC | $28.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERAKI ADVISORS LLC CRD 286274 | Dallas, TX | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| M3SIXTY CAPITAL, LLC CRD 323764 | Fairway, KS | Advisory firm LLC | $28.7M | 3 advisors | Percentage of AUM | View | |
| POLYGON INVESTMENT MANAGEMENT CRD 123291 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ADK WEALTHCARE PARTNERS CRD 305867 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNIVEST GROUP LLC CRD 141057 | Princeton, NJ | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GMG ASSET MANAGEMENT CRD 321254 | — | Advisory firm LLC | $28.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CIRCADIA FINANCIAL PLANNING CRD 334451 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHAT ABOUT US FINANCIAL CRD 306116 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHOOL OF PERSONAL FINANCE CRD 307332 | — | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY WEALTH MANAGEMENT CRD 329463 | Elko, MN | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM | View | |
| FORTHRIGHT FINANCES LLC CRD 300569 | Tucson, AZ | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEEKS CAPITAL LLC CRD 298773 | Winter Park, FL | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECKETT CLARK PRIVATE WEALTH, LLC CRD 338806 | Bethesda, MD | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANSOTERRA GROUP LLC CRD 133586 | — | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM | View | |
| BABIN WEALTH MANAGEMENT CRD 332423 | Scottsdale, AZ | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORONADO INVESTMENT ADVISORS, LLC CRD 283420 | Carlsbad, CA | Advisory firm LLC | $28.6M | 2 advisors | Percentage of AUM | View | |
| LIFELAIDOUT LLC CRD 332992 | — | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |