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 | |||||
|---|---|---|---|---|---|---|---|
| GREENHILL FINANCIAL PARTNERS CRD 329924 | Rutland, VT | Advisory firm LLC | $25.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PELICAN FINANCIAL PLANNING AND WEALTH, PLLC CRD 335198 | Jupiter, FL | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT ADVICE LLC CRD 325031 | Provo, UT | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMAN JAMES INVESTMENTS CRD 155197 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUEMOUND ASSET MANAGEMENT, LLC CRD 153995 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTER ADVISORY GROUP CRD 283795 | Bedminster, NJ | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GWYNEDD WEALTH PARTNERS, LLC CRD 165721 | Plymouth Meeting, PA | Advisory firm LLC | $25.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINDRED FINANCIAL LLC CRD 324932 | Lakewood, CO | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MSDR PARTNERS, LLC CRD 338048 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKSAND CAPITAL MANAGEMENT I, LLC CRD 163136 | Honolulu, HI | Advisory firm LLC | $25.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| COWLING BAY WEALTH MANAGEMENT, LLC CRD 305685 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM | View | |
| PLATTE WEST WEALTH MANAGEMENT, LLC CRD 158954 | — | Advisory firm LLC | $25.5M | 1 advisors | Percentage of AUM; Commissions | View | |
| GLASS LAKE WEALTH MANAGEMENT CRD 308121 | — | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OXFORD MARTIN, LLC CRD 316388 | Wakefield, MA | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KATZ-MOSES FINANCIAL LLC CRD 304768 | — | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ASCENSION WEALTH ADVISORS, LLC CRD 153802 | Mt. Pleasant, SC | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINE CENTER FOR WEALTH MANAGEMENT, LLC CRD 173884 | Augusta, ME | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SELETTO VALUE LLC CRD 171326 | Orlando, FL | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVOCATE WEALTH, LLC CRD 330165 | Washington, DC | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHLOGIC CRD 326644 | — | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM | View | |
| MANDALA FINANCIAL ADVISORS LLC CRD 304810 | Salida, CO | Advisory firm LLC | $25.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MINISTRY PARTNERS SECURITIES, LLC CRD 154349 | Brea, CA | Advisory firm LLC | $25.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREEN TRAIL INVESTMENTS, LLC CRD 282395 | — | Advisory firm LLC | $25.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| 1618 ADVISORS LLC CRD 329864 | Charlotte, NC | Advisory firm LLC | $25.3M | 1 advisors | Percentage of AUM | View |