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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 | |||||
|---|---|---|---|---|---|---|---|
| NXT:GEN FINANCIAL PLANNING CRD 296992 | — | Advisory firm LLC | $24.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC CRD 306593 | San Jose, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DANIEL ISLAND WEALTH MANAGEMENT, LLC CRD 331593 | Daniel Island, SC | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM | View | |
| FIORILE & ASSOCIATES, LLC CRD 158733 | Saranac Lake, NY | Advisory firm LLC | $24.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC CRD 299885 | San Francisco, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM | View | |
| NEW FRONTIER WEALTH MANAGEMENT CRD 147055 | Englewood, CO | Advisory firm LLC | $24.5M | 3 advisors | Percentage of AUM | View | |
| GEISER WEALTH PLANNING, LLC CRD 328816 | — | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONTINUUM FINANCIAL PARTNERS, LLC CRD 165694 | El Dorado Hills, CA | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAMOUNT FINANCIAL CRD 317735 | Danvers, MA | Advisory firm LLC | $24.4M | 3 advisors | Percentage of AUM | View | |
| DAE WEALTH MANAGEMENT CRD 324692 | — | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM | View | |
| HANLEY & ASSOCIATES LLC CRD 164916 | Pittsfield, MA | Advisory firm LLC | $24.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERA FINANCIAL PLANNERS LLC CRD 321627 | — | Advisory firm LLC | $24.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| ATLANTIC CAPITAL INVESTMENTS, LLC CRD 141442 | — | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COBALT PRIVATE WEALTH LLC CRD 168453 | Colorado Springs, CO | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM | View | |
| FAIR TRUST FINANCIAL LLC CRD 304448 | Vadnais Heights, MN | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SIERRA HOTEL FINANCIAL LLC CRD 332672 | — | Advisory firm LLC | $24.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BMA ADVISORS, LLC CRD 124299 | — | Advisory firm LLC | $24.3M | 3 advisors | Percentage of AUM | View | |
| MOMENTUM WEALTH MANAGEMENT CRD 333902 | Northfield, IL | Advisory firm LLC | $24.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TEMPUS PECUNIA CRD 300566 | — | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PACE WEALTH ADVISORS CRD 311924 | — | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDENT WEALTH ADVISORY, LLC CRD 284507 | Midlothian, VA | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM | View | |
| HTB WEALTH ADVISORS, LLC CRD 330312 | Baton Rouge, LA | Advisory firm LLC | $24.3M | 2 advisors | Percentage of AUM | View | |
| DYER FINANCIAL ADVISORY CRD 123262 | Towson, MD | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOTO FINANCIAL PLANNING CRD 168653 | — | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM; Fixed fees | View |