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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 | |||||
|---|---|---|---|---|---|---|---|
| INVESTMENT TRENDS CAPITAL GROUP LLC CRD 328745 | — | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM | View | |
| UNIVERSAL WEALTH MANAGEMENT LLC CRD 333585 | Surprise, AZ | Advisory firm LLC | $28.0M | 6 advisors | Percentage of AUM | View | |
| VIVCAP LLC CRD 317240 | — | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM | View | |
| RCK WEALTH ADVISORY LLC CRD 327790 | — | Advisory firm LLC | $28.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WARREN FINANCIAL, LLC CRD 334439 | Bangor, ME | Advisory firm LLC | $27.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIR WEATHER STRATEGIES LLC CRD 163031 | — | Advisory firm LLC | $27.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YH&C INVESTMENTS INC. CRD 129823 | — | Advisory firm Other (specify) | $27.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BUOYANT FINANCIAL CRD 289156 | — | Advisory firm LLC | $27.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NORD ASSOCIATES LLC CRD 325126 | — | Advisory firm LLC | $27.8M | 1 advisors | Fixed fees; CONSULTING FEES | View | |
| A. J. BROOKER FINANCIAL ASSOCIATES CRD 157211 | Columbia, SC | Advisory firm LLC | $27.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT FINANCIAL STRATEGISTS CRD 165125 | Newton, MA | Advisory firm LLC | $27.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDEN ADVISORY SERVICES, LLC CRD 277083 | Albany, NY | Advisory firm LLC | $27.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ON TARGET WEALTH PARTNERS, LLC CRD 147594 | Greenwood, IN | Advisory firm LLC | $27.8M | 1 advisors | Percentage of AUM | View | |
| FANCLUB SPORTS CAPITAL CRD 324765 | — | Advisory firm LLC | $27.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VISION TECH FINANCIAL ADVISORS CRD 311263 | — | Advisory firm LLC | $27.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTH FORK FINANCIAL, LLC CRD 316152 | Hutchinson, KS | Advisory firm LLC | $27.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TACTICAL TAX WEALTH MANAGEMENT CRD 325242 | Phoenix, AZ | Advisory firm LLC | $27.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MLN INVESTMENTS LLC CRD 163424 | Bolingbrook, IL | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM | View | |
| CLEARVIEW CAPITAL CRD 327199 | Holland, MI | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STACKHOUSE ENTERPRISES CRD 319391 | Sedalia, MO | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVEST CAPITAL LLC CRD 293495 | — | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CLARK BROWN, LLC CRD 323011 | Athens, GA | Advisory firm LLC | $27.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HINDE GROUP LLC CRD 174994 | San Francisco, CA | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM | View | |
| AEGIS WEALTH ADVISORS. LLC CRD 136815 | Hartland, WI | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM | View |