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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 | |||||
|---|---|---|---|---|---|---|---|
| DYNAMIQUE CAPITAL ADVISORS CRD 310588 | — | Advisory firm LLC | $25.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRA WEALTH CRD 325703 | — | Advisory firm LLC | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MILLERGROUP INVESTMENTS LLC CRD 166210 | Villanova, PA | Advisory firm LLC | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FCG WEALTH MANAGEMENT LLC CRD 321734 | — | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARS CAPITAL MANAGEMENT LLC CRD 148729 | Columbus, GA | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM | View | |
| RIDGEWOOD WEALTH MANAGEMENT LLC CRD 302033 | Southlake, TX | Advisory firm LLC | $25.2M | 2 advisors | Percentage of AUM | View | |
| CAROLOPOLIS FIDUCIARY COUNSEL, INC. CRD 139592 | — | Advisory firm Other (specify) | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRUITFUL CRD 322603 | New York, NY | Advisory firm LLC | $25.2M | 17 advisors | Subscription fees | View | |
| GREEN VIEW ADVISORS LLC CRD 148082 | — | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUREKA WEALTH SOLUTIONS CRD 175087 | New York, NY | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIBRANT WEALTH CRD 293068 | Chandler, AZ | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FPG WEALTH CRD 325539 | — | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM | View | |
| FAIR OAKS FINANCIAL LLC CRD 311765 | — | Advisory firm LLC | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOSHO FINANCIAL GROUP CRD 152268 | San Mateo, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREYA FINANCIAL SERVICES CRD 129263 | — | Advisory firm Sole prop | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A. NEFF ASSOCIATES LLC CRD 170488 | — | Advisory firm LLC | $25.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MADISON ASSET ADVISORS, LLC CRD 159841 | — | Advisory firm LLC | $25.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| D. MOSS WEALTH MANAGEMENT CRD 313915 | — | Advisory firm LLC | $25.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AFS WEALTH MANAGEMENT LLC CRD 335290 | Watkinsville, GA | Advisory firm LLC | $25.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPINE PEAKS CONSULTING CRD 154366 | Alpine Meadows, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| MERITOR CAPITAL CRD 313102 | Greenwood Village, CO | Advisory firm LLC | $25.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DOMO CAPITAL MANAGEMENT, LLC CRD 144894 | — | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM | View | |
| TRIHELIX WEALTH COLLECTIVE CRD 337883 | — | Advisory firm LLC | $25.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANIT FINANCIAL LLC CRD 293533 | — | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM; Fixed fees | View |