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 | |||||
|---|---|---|---|---|---|---|---|
| 77 FINANCIAL GROUP CRD 312367 | Carlsbad, CA | Advisory firm LLC | $27.1M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| HALE FINANCIAL SOLUTIONS, LLC CRD 284620 | Afton, WY | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY HOLISTICS CRD 321221 | Houston, TX | Advisory firm LLC | $27.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MOLOTSKY TAX ADVISORY GROUP, LLC CRD 144292 | Voorhees, NJ | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KIDD VISION CAPITAL LLC CRD 319401 | Lafayette, LA | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORES EDGE FINANCIAL LLC CRD 313320 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM | View | |
| SPRINGBROOK FINANCIAL, LLC CRD 322443 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GPWM ADVISORS LLC CRD 305630 | Eagle, ID | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM | View | |
| MULLETT FINANCIAL LLC CRD 328925 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WESTON WEALTH ADVISORS, LLC CRD 158372 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXETER INVESTMENT MANAGEMENT CRD 335442 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BJO WEALTH MANAGEMENT LLC. CRD 168824 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GRATKE WEALTH, LLC CRD 145983 | Hillsboro, OR | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INTELLIGENT ALPHA LLC CRD 332518 | Minneapolis, MN | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JANIAN INVESTMENT ADVISERS, LLC CRD 164807 | Santa Rosa, CA | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LONDON HOUSE CAPITAL CRD 305794 | Sunnyvale, CA | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PERRY INVESTMENT MANAGEMENT, LLC CRD 150908 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED KENNEDY FINANCIAL CRD 135276 | — | Advisory firm Sole prop | $27.0M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| SOAR FINANCIAL LLC CRD 309772 | Murfreesboro, TN | Advisory firm LLC | $27.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOLITUDE CANYON INVESTMENT ADVISORS, LLC CRD 151830 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKES WEALTH ADVISORY, LLC CRD 150666 | — | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MDS WEALTH ADVISORS, LLC CRD 171755 | — | Advisory firm LLC | $27.0M | 2 advisors | Percentage of AUM | View | |
| PIERSHALE WEALTH MANAGEMENT, LLC CRD 312770 | Crystal Lake, IL | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRISTATE WEALTH ADVISORS CRD 333345 | Newark, DE | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |