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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 | |||||
|---|---|---|---|---|---|---|---|
| IKOS CIF LIMITED CRD 138839 | Limassol | Advisory firm Other (specify) | $26.9M | 2 advisors | Performance-based fees; FEE PER INVESTMENT STRATEGY MANAGED/ADVISED | View | |
| ABUNDANT ADVISORS, LLC CRD 310643 | — | Advisory firm LLC | $26.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HEGARTY INVESTMENT LOGIC, LLC CRD 146678 | Aztec, NM | Advisory firm LLC | $26.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCCURDY FINANCIAL SOLUTIONS CRD 328206 | — | Advisory firm Sole prop | $26.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUSEUM MILE FUNDS LLC CRD 336827 | NY | Advisory firm LLC | $26.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FALCON WEALTH MANAGERS CRD 298692 | — | Advisory firm LLC | $26.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STADIUM FINANCIAL LLC CRD 319545 | — | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DDO ADVISORY SERVICES, LLC CRD 154944 | Rhinebeck, NY | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MIDDLETON ADVISORY CRD 155334 | Bethesda, MD | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM | View | |
| JASON TATE FINANCIAL CONSULTING, LLC CRD 168213 | — | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARD CAPITAL MANAGEMENT LLC CRD 170400 | — | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| DENTAL WEALTH PARTNERS LLC CRD 336688 | Jackson, MS | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INNOVEST STRATEGIES LLC CRD 334763 | Raleigh, NC | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CGAM CRD 322813 | Naperville, IL | Advisory firm LLC | $26.8M | 4 advisors | Percentage of AUM | View | |
| PROFIT INVESTMENTS CRD 110294 | North Bethesda, MD | Advisory firm LLC | $26.8M | 2 advisors | Percentage of AUM | View | |
| ASC 401(K) MANAGEMENT CRD 220516 | Appleton, WI | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LUMINARY FINANCIAL PLANNING CRD 169270 | Modesto, CA | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT VISION WEALTH CRD 301522 | The Woodlands, TX | Advisory firm LLC | $26.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PORTAGE CAPITAL MANAGEMENT LLC CRD 299015 | Rolling Hills Estates, CA | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CONSOLIDATED ASSET MANAGEMENT, LLC CRD 329149 | — | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM | View | |
| ACCESS PLANNING PARTNERS, LLC CRD 298301 | — | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POYDRAS CAPITAL PARTNERS CRD 284745 | Metairie, LA | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PHIBBS FINANCIAL CRD 322093 | Draper, UT | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM | View | |
| QUANTBASE CRD 315414 | New York, NY | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |