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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 | |||||
|---|---|---|---|---|---|---|---|
| FBA WEALTH MANAGEMENT, LLC CRD 146390 | — | Advisory firm LLC | $25.0M | 2 advisors | Percentage of AUM | View | |
| BALLARDSVILLE INVESTMENT ADVISORS CRD 284846 | Charles City, VA | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BETTER TOMORROW FINANCIAL CRD 311995 | — | Advisory firm LLC | $25.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| D.L. FIELDS ADVISORY GROUP, LLC CRD 286216 | Bentonville, AR | Advisory firm LLC | $25.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ELLISVILLE HARBOUR PARTNERS CRD 312311 | — | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| J WILSON WEALTH MANAGEMENT CRD 304029 | Davison, MI | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC CRD 286535 | Denver, CO | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RODA INVESTMENT MANAGEMENT, LLC CRD 140999 | — | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM | View | |
| TRUE WORTH FINANCIAL PLANNING LLC CRD 309744 | — | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TALL PINES CAPITAL, LLC CRD 286089 | Oak Brook, IL | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BARTON FINANCIAL GROUP LLC CRD 325215 | Kyle, TX | Advisory firm LLC | $25.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE ADVISORY CRD 120363 | Mandeville, LA | Advisory firm LLC | $25.0M | 1 advisors | Hourly charges · Fixed fees +2 more | View | |
| COMMONCENTS WEALTH ADVISORS, LLC CRD 169551 | New Port Richey, FL | Advisory firm LLC | $25.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE KAYAK PARTNERS CRD 148258 | — | Advisory firm LLC | $24.9M | 1 advisors | Percentage of AUM; CONSULTING CONTRACT | View | |
| ATLANTIS ASSET MANAGEMENT, LLC CRD 160462 | — | Advisory firm LLC | $24.9M | 3 advisors | Percentage of AUM | View | |
| VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC CRD 129478 | Verona, NJ | Advisory firm LLC | $24.9M | 2 advisors | Percentage of AUM | View | |
| VENTURE PARTNERS WEALTH MANAGEMENT, LLC CRD 287854 | — | Advisory firm LLC | $24.9M | 1 advisors | Percentage of AUM | View | |
| PYRAMID PEAK CAPITAL, LLC CRD 165729 | — | Advisory firm LLC | $24.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| QUADRANT REAL ESTATE ADVISORS LLC CRD 138077 | Alpharetta, GA | Advisory firm LLC | $24.9M | 2 advisors | Percentage of AUM | View | |
| LSP ADVISORY LLC CRD 305539 | Clearwater, FL | Advisory firm LLC | $24.8M | 1 advisors | Percentage of AUM | View | |
| CHRISTENSEN GROUP FINANCIAL, LLC CRD 318144 | Eden Prairie, MN | Advisory firm LLC | $24.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DIRIGO PRIVATE WEALTH CRD 318002 | Nashville, TN | Advisory firm LLC | $24.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROBIN CAPITAL GROUP LLC CRD 312956 | — | Advisory firm LLC | $24.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WOOD CAPITAL INVESTMENTS LLC CRD 311573 | — | Advisory firm LLC | $24.8M | 1 advisors | Percentage of AUM | View |