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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 | |||||
|---|---|---|---|---|---|---|---|
| SHAMROCK FINANCIAL SERVICES CRD 151857 | Woodcliff Lake, NJ | Advisory firm LLC | $26.6M | 2 advisors | Percentage of AUM | View | |
| SKYLARK WEALTH, LLC CRD 283522 | San Francisco, CA | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRESPO CAPITAL LLC CRD 285294 | — | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANTHEON INFRA ADVISORS, LLC CRD 335463 | San Francisco, CA | Advisory firm LLC | $26.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL INVESTMENT SOLUTIONS, LLC CRD 133850 | — | Advisory firm LLC | $26.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKWAY WEALTH PARTNERS CRD 315419 | Urbandale, IA | Advisory firm LLC | $26.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JPS ADVISORS LLC CRD 312126 | — | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFETIME EQUITY INVESTMENTS LLC CRD 174931 | — | Advisory firm LLC | $26.5M | 2 advisors | Percentage of AUM | View | |
| WILKISON INVESTMENT SERVICES, LLC CRD 116880 | — | Advisory firm LLC | $26.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WELSPIRE LLC CRD 176518 | Upper Arlington, OH | Advisory firm LLC | $26.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| T/R FINANCIAL MANAGEMENT GROUP, LLC CRD 117102 | — | Advisory firm LLC | $26.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VERITAS WEALTH MANAGEMENT LLC CRD 289046 | Charleston, SC | Advisory firm LLC | $26.5M | 3 advisors | Percentage of AUM | View | |
| GREATER GOOD FINANCIAL CRD 313918 | — | Advisory firm LLC | $26.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SPRING STREET WEALTH CRD 338643 | New York, NY | Advisory firm LLC | $26.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KAIZERMAN & ASSOCIATES, LLC CRD 128579 | Natick, MA | Advisory firm LLC | $26.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHEQ CRD 324498 | Erie, CO | Advisory firm LLC | $26.4M | 1 advisors | Fixed fees | View | |
| EMP WEALTH MANAGEMENT LLC CRD 327869 | — | Advisory firm LLC | $26.4M | 1 advisors | Percentage of AUM | View | |
| ZURICH AWES FINANCIAL MANAGEMENT, LLC CRD 121033 | — | Advisory firm LLC | $26.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIVERSITY WEALTH ADVISORS LLC CRD 317050 | — | Advisory firm LLC | $26.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CLEAR VIEW WEALTH ADVISORS CRD 299247 | Orchard Park, NY | Advisory firm LLC | $26.4M | 1 advisors | Percentage of AUM | View | |
| BEAGLE INVEST CRD 315719 | AL | Advisory firm LLC | $26.4M | 1 advisors | Fixed fees | View | |
| PI WEALTH PLAN LLC CRD 298421 | — | Advisory firm LLC | $26.4M | 1 advisors | Fixed fees | View | |
| GORIAN INVESTMENTS CRD 159969 | — | Advisory firm Sole prop | $26.3M | 1 advisors | Percentage of AUM | View | |
| EMMANUEL CAPITAL MANAGEMENT, LLC CRD 139985 | — | Advisory firm Other (specify) | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |