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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 | |||||
|---|---|---|---|---|---|---|---|
| MAIDSTONE WEALTH MANAGEMENT, LLC CRD 291873 | Cambridge, NY | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DENDRITE CAPITAL, LLC CRD 311795 | — | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM | View | |
| BEYOND BALANCED FINANCIAL PLANNING, LLC CRD 290690 | Midland, TX | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLATIRON FUND MANAGEMENT LP CRD 331871 | West Palm Beach, FL | Advisory firm LP | $27.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BODDINGTON CAPITAL, LLC CRD 337918 | Stockton, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| TRIO ADVISORS LONGVIEW LLC CRD 333333 | Longview, TX | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| J. MURPHY ASSET AND TAX MANAGEMENT CRD 286006 | Westbrook, ME | Advisory firm LLC | $27.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVRIO WEALTH LLC CRD 337579 | New York, NY | Advisory firm LLC | $27.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRANA WEALTH MANAGEMENT LLC CRD 289322 | — | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROSECLIFF CAPITAL ADVISORY LLC CRD 305951 | New York, NY | Advisory firm LLC | $27.3M | 2 advisors | Percentage of AUM | View | |
| SPAHR FINANCIAL GROUP, LLC CRD 123900 | Huntington Beach, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORS, L.L.C. CRD 131248 | Broken Arrow, OK | Advisory firm LLC | $27.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEHURST MANAGEMENT, LLC CRD 124784 | New York, NY | Advisory firm LLC | $27.2M | 1 advisors | Percentage of AUM | View | |
| CUNNINGHAM INVESTMENT MANAGEMENT, LLC CRD 151389 | Reno, NV | Advisory firm LLC | $27.2M | 3 advisors | Percentage of AUM | View | |
| YOUR PATH FI CRD 326564 | — | Advisory firm LLC | $27.2M | 1 advisors | Fixed fees | View | |
| WOODS ADVISORY SERVICES LLC CRD 288727 | Towson, MD | Advisory firm LLC | $27.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HOLY CITY PROSPERITY, LLC CRD 316593 | Fayetteville, AR | Advisory firm LLC | $27.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLINE CAPITAL MANAGEMENT LLC CRD 136825 | Northfield, IL | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASSIF CAPITAL, LLC CRD 285847 | — | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN ADVISORY GROUP, LLC CRD 139651 | East Providence, RI | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EIN SOF ADVISORS, LLC CRD 314982 | Boca Raton, FL | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM | View | |
| DRIVENWEALTH, LLC CRD 332354 | East Lansing, MI | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM; PROMOTOR FEES | View | |
| PERCENSION WEALTH ADVISORS, LLC CRD 160134 | — | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM | View | |
| KRONOS WEALTH MANAGEMENT CRD 281729 | ME | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |