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 | |||||
|---|---|---|---|---|---|---|---|
| SIMCO FINANCIAL CRD 336660 | Canandaigua, NY | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM | View | |
| SIMMONS ASSET MANAGEMENT, LLC CRD 155258 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; NEGOTIABLE FEES | View | |
| WILLIAMS WEALTH MANAGEMENT CRD 309307 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FREUND & CO INVESTMENT ADVISORS, L.C. CRD 109464 | Chesterfield, MO | Advisory firm LLC | $26.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUE NORTH FINANCIAL SERVICES, LLC CRD 292061 | — | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MEASURED STRATEGIES LLC CRD 288587 | — | Advisory firm LLC | $26.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATE PLANNERS CRD 332251 | CA | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JADIM WEALTH MANAGEMENT, LLC CRD 165415 | Boston, MA | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HERGES CAPITAL MANAGEMENT CRD 288600 | San Diego, CA | Advisory firm LLC | $25.9M | 2 advisors | Percentage of AUM | View | |
| NICOLETTE FINANCIAL ADVISORS LLC CRD 146429 | — | Advisory firm LLC | $25.9M | 1 advisors | Hourly charges; Fixed fees | View | |
| PARK INVESTMENTS AND CONSULTING LLC CRD 330380 | Grosse Pointe, MI | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VAN REED WEALTH MANAGEMENT LLC CRD 143439 | Wyomissing, PA | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT LANTERN FINANCIAL LLC CRD 157940 | — | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BUCHANAN CAPITAL MANAGEMENT, LLC CRD 306924 | — | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AKPRIDE FINANCIAL SERVICES CRD 317594 | — | Advisory firm LLC | $25.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DERRYRUSH WEALTH CRD 338575 | West Sayville, NY | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KIRWAN CAPITAL CRD 165716 | — | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH 73, LLC CRD 316611 | — | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TROWBRIDGE CAPITAL PARTNERS LLC. CRD 297764 | IN | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM | View | |
| UPSTREAM FINANCIAL ADVISORS LLC CRD 329292 | — | Advisory firm LLC | $25.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IACANGELO FINANCIAL GROUP, LLC CRD 166784 | Portsmouth, NH | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACKMORE FINANCIAL SOLUTIONS CRD 194516 | Bozeman, MT | Advisory firm LLC | $25.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IMPACT FINANCIAL CRD 308155 | — | Advisory firm LLC | $25.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BUENA VISTA INVESTMENT MANAGEMENT LLC CRD 123252 | Wisconsin Rapids, WI | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |