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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 | |||||
|---|---|---|---|---|---|---|---|
| AZALEA CAPITAL CRD 164102 | Greenville, SC | Advisory firm LLC | $24.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| OLD OAK ADVISORS, LLC CRD 159893 | Vestavia Hills, AL | Advisory firm LLC | $24.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFESTYLE FINANCIAL STRATEGIES, LLC CRD 145846 | Middletown, CT | Advisory firm LLC | $24.8M | 1 advisors | Percentage of AUM | View | |
| KALA CAPITAL CRD 312316 | — | Advisory firm LLC | $24.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROLINA PLANNING GROUP LLC CRD 146168 | — | Advisory firm LLC | $24.7M | 1 advisors | Percentage of AUM | View | |
| MODERN WEALTH LLC CRD 300407 | — | Advisory firm LLC | $24.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BUWICK GROUP WEALTH MANAGEMENT, LLC CRD 301978 | Norman, OK | Advisory firm LLP | $24.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DURABLE DIVIDEND GROWTH STRATEGIES, L.P. CRD 318676 | Kemah, TX | Advisory firm LP | $24.7M | 2 advisors | Percentage of AUM | View | |
| JHM ASSET MANAGEMENT, LLC CRD 293157 | — | Advisory firm LLC | $24.7M | 1 advisors | Percentage of AUM | View | |
| FOUNDRY CAPITAL MANAGEMENT CRD 172083 | — | Advisory firm LLC | $24.7M | 1 advisors | Percentage of AUM | View | |
| PURPOSEFUL PLANNING CRD 299221 | Las Vegas, NV | Advisory firm LLC | $24.6M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| RIGHT TAIL CAPITAL LLC CRD 319267 | — | Advisory firm LLC | $24.6M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| ALESIA INVESTMENT MANAGEMENT LLC CRD 283691 | — | Advisory firm LLC | $24.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SANTA MONICA WEALTH MANAGEMENT, LLC CRD 298174 | — | Advisory firm LLC | $24.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BULL & BEAR ADVISORS LLC CRD 315309 | — | Advisory firm LLC | $24.6M | 4 advisors | Percentage of AUM | View | |
| OUTLIER FINANCIAL PARTNERS, LLC CRD 330474 | San Angelo, TX | Advisory firm LLC | $24.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FENGER FINANCIAL, PLLC CRD 333384 | Mesa, AZ | Advisory firm Other (specify) | $24.6M | 1 advisors | Percentage of AUM | View | |
| BUOYANT WEALTH CRD 299529 | Ambler, PA | Advisory firm LLC | $24.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAREY INVESTMENT SOLUTIONS LLC CRD 165605 | Philadelphia, PA | Advisory firm LLC | $24.5M | 1 advisors | Percentage of AUM | View | |
| PETERKIN FINANCIAL, LLC CRD 297241 | — | Advisory firm LLC | $24.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHLAND INVESTMENTS CRD 134478 | Huntington Beach, CA | Advisory firm Sole prop | $24.5M | 2 advisors | Percentage of AUM | View | |
| HILLTOP FINANCIAL ADVISORS CRD 274030 | Milwaukee, WI | Advisory firm LLC | $24.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| D2 CAPITAL MANAGEMENT CRD 156362 | Jacksonville, FL | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDERE ADVISORS CRD 312675 | Minnetonka, MN | Advisory firm LLC | $24.5M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View |