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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 | |||||
|---|---|---|---|---|---|---|---|
| PACIFIC INVESTMENT ADVISORS, LLC CRD 127615 | — | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| HARK FINANCIAL PLANNING CRD 324693 | — | Advisory firm LLC | $25.7M | 1 advisors | Hourly charges; Fixed fees | View | |
| THE ALCHEMISTS, LLC CRD 333737 | — | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST PINE 43 LLC CRD 326789 | West Palm Beach, FL | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| 7SUMMIT ADVISORS, LLC CRD 171409 | Los Angeles, CA | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| KROWTEN EQUITIES CRD 319504 | Birmingham, AL | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| FREW STREET CAPITAL CRD 312600 | — | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| SPECTRUM ADVISERS, LLC CRD 151277 | — | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMERS FINANCIAL PLANNING CRD 148752 | North Andover, MA | Advisory firm Sole prop | $25.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PATRICIA HEATON PARKER, CFP CRD 174884 | Zionsville, IN | Advisory firm Sole prop | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETRILLI CAPITAL MANAGEMENT LLC CRD 167764 | — | Advisory firm LLC | $25.6M | 1 advisors | Percentage of AUM | View | |
| CIRRUS CAPITAL MANAGEMENT, LLC CRD 128698 | — | Advisory firm LLC | $25.6M | 2 advisors | Percentage of AUM | View | |
| DYNAMIC WEALTH LLC CRD 333203 | Overland Park, KS | Advisory firm LLC | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B&L WEALTH GROUP, LLC CRD 332083 | Mclean, VA | Advisory firm LLC | $25.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OLSON ECONOMICS, LLC CRD 156609 | — | Advisory firm LLC | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGDOM CAPITAL ADVISORS, LLC CRD 316530 | Fairfax, VA | Advisory firm LLC | $25.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT CRD 125451 | Roseville, CA | Advisory firm Sole prop | $25.6M | 1 advisors | Fixed fees | View | |
| PERPETUAL CAPITAL ADVISORS, LLC CRD 288594 | — | Advisory firm LLC | $25.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AK INVESTING CRD 305293 | Sarasota, FL | Advisory firm LLC | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FINIAT, LLC CRD 329094 | Mount Dora, FL | Advisory firm LLC | $25.6M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOTUS WEALTH CRD 317889 | Atlanta, GA | Advisory firm LLC | $25.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PHASE TWO CAPITAL, LLC CRD 184512 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM | View | |
| WIDENER & ASHER ASSET MANAGEMENT LLC CRD 153958 | Ellinwood, KS | Advisory firm LLC | $25.5M | 2 advisors | Percentage of AUM | View | |
| FULLER CAPITAL MANAGEMENT, LLC CRD 115265 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM; Performance-based fees | View |