Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SONAS FINANCIAL PLANNING CRD 316677 | Atlanta, GA | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCERT FINANCIAL PLANNING, LLC CRD 304831 | Houston, TX | Advisory firm LLC | $28.6M | 2 advisors | Hourly charges; Fixed fees | View | |
| PLEIN AIR CAPITAL ADVISERS, LLC CRD 146415 | — | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM | View | |
| HISTOR INVESTING, LLC CRD 156866 | Williamsburg, VA | Advisory firm LLC | $28.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS CRD 309353 | Athens, OH | Advisory firm LLC | $28.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 24ACRES CRD 334532 | — | Advisory firm LLC | $28.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARDINALL INVESTMENT MANAGEMENT LP CRD 298114 | New York, NY | Advisory firm LP | $28.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND WEALTH LLC CRD 329237 | Marlton, NJ | Advisory firm LLC | $28.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT BLOOM WEALTH CRD 322155 | Gladstone, MO | Advisory firm LLC | $28.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TYTON WEALTH CRD 329211 | Norfolk, VA | Advisory firm LLC | $28.5M | 2 advisors | Percentage of AUM | View | |
| GRAYSTONE ADVISOR, LLC CRD 301920 | — | Advisory firm LLC | $28.5M | 1 advisors | Fixed fees; PERCENTAGE OF INCOME AND NET WORTH | View | |
| BAYSTATE WEALTH ADVISORS LLC CRD 322531 | — | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHUGG WEALTH STRATEGIES, LLC CRD 284215 | Provo, UT | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HODOS WEALTH GROUP, LLC CRD 311705 | The Woodlands, TX | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM | View | |
| 3I WEALTH MANAGEMENT LLC CRD 310590 | Fairfield, NJ | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLIP FLOPS AND PEARLS FINANCIAL PLANNING CRD 307738 | Mount Pleasant, SC | Advisory firm LLC | $28.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATEWAY CAPITAL MANAGEMENT CRD 154887 | — | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GORDIAN CAPITAL MANAGEMENT, LLC CRD 337799 | Mill Valley, CA | Advisory firm LLC | $28.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKVIEW WEALTH SOLUTIONS LLC CRD 297531 | Saint Charles, MO | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KETWICH CAPITAL LLC CRD 288832 | — | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| T.K.M. FINANCIAL SERVICES, LLC CRD 289872 | Louisville, KY | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVERSTONE FINANCIAL LLC CRD 316845 | — | Advisory firm LLC | $28.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEVERALPHA CRD 301620 | Hawthorne, CA | Advisory firm LLC | $28.3M | 2 advisors | Percentage of AUM | View | |
| BLACKWATCH FINANCIAL GROUP, LLC CRD 327684 | Lisle, IL | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM; Hourly charges | View |