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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 | |||||
|---|---|---|---|---|---|---|---|
| PLANNING FOR PROGRESS CRD 286486 | — | Advisory firm LLC | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAWRENCE, ALAN CRD 311160 | — | Advisory firm Sole prop | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.E. THORN & CO. CRD 113754 | — | Advisory firm Sole prop | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTINUUM WEALTH STRATEGIES, LLC CRD 169324 | — | Advisory firm LLC | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRGINIA GLOBAL ASSET MANAGEMENT, LLC CRD 289012 | Norfolk, VA | Advisory firm LLC | $26.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ROYAL ROAD WEALTH PARTNERS, LLC CRD 304973 | New Orleans, LA | Advisory firm LLC | $26.2M | 2 advisors | Percentage of AUM | View | |
| TULA INVESTMENT GROUP LLC CRD 168102 | — | Advisory firm LLC | $26.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BENCHMARK FINANCIAL CRD 314535 | Cedar Falls, IA | Advisory firm LLC | $26.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WARDEN WEALTH MANAGEMENT, LLC CRD 150493 | Milwaukee, WI | Advisory firm LLC | $26.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIPOSA WEALTH SOLUTIONS LLC CRD 304883 | — | Advisory firm LLC | $26.2M | 1 advisors | Percentage of AUM | View | |
| PALM VALLEY WEALTH MANAGEMENT LLC CRD 325052 | — | Advisory firm LLC | $26.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKE FOREST CAPITAL LLC CRD 328837 | Alpharetta, GA | Advisory firm LLC | $26.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRIS ADVISORS CRD 126162 | New York, NY | Advisory firm LLC | $26.1M | 1 advisors | Percentage of AUM | View | |
| ZEBRA CROSSING ASSET MANAGEMENT LLC CRD 173660 | — | Advisory firm LLC | $26.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ROWAN FINANCIAL LLC CRD 146650 | — | Advisory firm LLC | $26.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW VIEW FINANCIAL, LLC CRD 299117 | Auburn Hills, MI | Advisory firm LLC | $26.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOMEN'S WORTH ADVISORS CRD 310961 | Hilton Head Island, SC | Advisory firm LLC | $26.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| XCELLERANT VENTURES, LLC CRD 319671 | Scottsdale, AZ | Advisory firm LLC | $26.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BZ WEALTH ADVISORS, LLC CRD 335978 | Littleton, CO | Advisory firm LLC | $26.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA RISING ADVISORS LLC CRD 307413 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM | View | |
| BOOTH-LAIRD CAPITAL MANAGEMENT, LLC CRD 165010 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GREYTHORNE ADVISORS LLC CRD 332142 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JAFFE FINANCIAL SERVICES, LLC CRD 136447 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NINE PINES VENTURES, LLC CRD 330532 | San Ramon, CA | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View |