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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 | |||||
|---|---|---|---|---|---|---|---|
| ARTISAN FINANCIAL PLANNING CRD 317165 | — | Advisory firm LLC | $28.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| GREAT BAY WEALTH MANAGEMENT CRD 170686 | — | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| QUINLEY STEWARDSHIP LLC CRD 309888 | Visalia, CA | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ASAGE FINANCIAL LLC CRD 140805 | Lafayette, CA | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROVISION FINANCIAL PLANNING CRD 304497 | — | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KIAROS ADVISORS, LLC CRD 159955 | Southern Pines, NC | Advisory firm LLC | $28.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3SUMMIT INVESTMENT MANAGEMENT, LLC CRD 284434 | Vienna, VA | Advisory firm LLC | $28.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SCHUMACHER FINANCIAL, LLC CRD 297211 | Eagan, MN | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLUEPRINT INVESTMENTS AND TAX PLANNING CRD 291591 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM | View | |
| MEDDENT SOLUTIONS CRD 291399 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ONE DAY WEALTH MANAGEMENT CRD 330028 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM | View | |
| INCLINEVEST CRD 299298 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SVANE CAPITAL, LLC CRD 269913 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM | View | |
| SIP FINANCIAL SERVICES CRD 144985 | Glenville, NY | Advisory firm Sole prop | $28.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AERIE CAPITAL MANAGEMENT CRD 126518 | — | Advisory firm LLC | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATLANTICMIDWEST INVESTMENT RESEARCH, LLC CRD 305618 | Humacao, PR | Advisory firm LLC | $28.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUTLERJEFFREY, LLC CRD 290388 | Atlanta, GA | Advisory firm LLC | $28.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WORTHY FINANCIAL SERVICES CRD 142462 | Westminster, MD | Advisory firm LLC | $28.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PEACELINK FINANCIAL PLANNING CRD 315129 | Virginia Beach, VA | Advisory firm LLC | $28.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOMINARI SECURITIES LLC CRD 18975 | New York, NY | Advisory firm LLC | $28.0M | 8 advisors | Percentage of AUM | View | |
| CERNER CAPITAL MANAGEMENT, LLC CRD 125160 | Snellville, GA | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A NARROW ROAD, LLC CRD 290033 | — | Advisory firm LLC | $28.0M | 1 advisors | ANNUAL RETAINER | View | |
| DA INV CRD 334514 | London | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM | View | |
| HARRIS INVESTMENT ADVISORS LLC CRD 118857 | Scottsdale, AZ | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |