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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 | |||||
|---|---|---|---|---|---|---|---|
| VICTORY WEALTH MANAGEMENT, LLC CRD 322540 | — | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM | View | |
| TJ CAPITAL HOLDINGS LLC CRD 122863 | — | Advisory firm LLC | $27.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STIVERS WEALTH MANAGEMENT CRD 336300 | Knoxville, TN | Advisory firm LLC | $27.6M | 2 advisors | Percentage of AUM | View | |
| ARTICA FINANCIAL SERVICES LLC CRD 314987 | Anchorage, AK | Advisory firm LLC | $27.6M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| BLOOMWOOD CRD 322154 | — | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAMPLE FINANCIAL SOLUTIONS, LLC CRD 304192 | — | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLSON TAX & FINANCIAL PLANNING CRD 147799 | — | Advisory firm LLC | $27.6M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| TRIFLAME CAPITAL CRD 332465 | Roseville, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LACH FINANCIAL CRD 157065 | Louisville, KY | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAI CAPITAL MANAGEMENT LLC CRD 128462 | Irvine, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT SOLUTIONS LLC CRD 287820 | Los Angeles, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STUDDARD FINANCIAL, LLC CRD 161145 | Germantown, TN | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUST WEALTH LLC CRD 324593 | Pittsfield, MA | Advisory firm LLC | $27.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CRANSTON CAPITAL MANAGEMENT, LLC CRD 162190 | — | Advisory firm LLC | $27.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MULBERRY CAPITAL MANAGEMENT CRD 172259 | — | Advisory firm LLC | $27.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GFM ASSET MANAGEMENT LLC CRD 283810 | Weinfelden, CA | Advisory firm LLC | $27.5M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| AVENUE RETIREMENT SERVICES CRD 165606 | — | Advisory firm LLC | $27.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DARBY WEALTH PLANNING LLC CRD 300291 | Las Vegas, NV | Advisory firm LLC | $27.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WIPPLE CREEK, LLC CRD 311988 | — | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CQL CAPITAL MANAGEMENT CRD 319557 | Chesterfield, MO | Advisory firm LLC | $27.4M | 3 advisors | Percentage of AUM | View | |
| WISE STEWARDSHIP FINANCIAL PLANNING, LLC CRD 299721 | — | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEPRINT 360 LLC CRD 292136 | Houston, TX | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GC ALTERNATIVE MANAGEMENT, LLC CRD 150097 | — | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPERA FINANCIAL, LLC CRD 142003 | — | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM; Fixed fees | View |