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 | |||||
|---|---|---|---|---|---|---|---|
| FIFTH AVENUE WEALTH ADVISORS LLC CRD 166896 | New York, NY | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VISION FINANCIAL PLANNING LLC. CRD 325560 | — | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RUFF CHOICES CRD 128987 | — | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLINGTON CAPITAL ADVISORS, LLC CRD 282696 | San Francisco, CA | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM | View | |
| LEBED ASSET MANAGEMENT LLC CRD 125279 | Boston, MA | Advisory firm LLC | $24.2M | 2 advisors | Percentage of AUM | View | |
| MISSIO INVESTMENT MANAGEMENT LLC CRD 297848 | Hinsdale, IL | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM | View | |
| COLUMBIA WEALTH ADVISORS LLC CRD 288720 | Scappoose, OR | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM | View | |
| EXEMPLAR WEALTH PARTNERS LLC CRD 330163 | — | Advisory firm LLC | $24.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AJD WEALTH CRD 328624 | — | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COURTER FINANCIAL, LLC CRD 151047 | — | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIM ADVISORY GROUP, LLC CRD 169281 | Lubbock, TX | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRONG WEALTH CRD 316950 | — | Advisory firm LLC | $24.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SINGH PWM LLC CRD 326033 | — | Advisory firm LLC | $24.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES CRD 306768 | Madras, OR | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM | View | |
| SAGA PARTNERS LLC CRD 156577 | — | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GAMMA PARADIGM CAPITAL, LP CRD 226569 | Cheyenne, WY | Advisory firm LP | $24.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALIBER WEALTH ADVISORY CRD 289319 | Tampa, FL | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLEAR VIEW WEALTH ADVISORS, LLC CRD 154094 | — | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| L SQUARED WEALTH MANAGEMENT CRD 170468 | — | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST OAK WEALTH CRD 329170 | — | Advisory firm LLC | $24.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARY J. SPITLER, MS, LLC CRD 113145 | — | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MAXIAM CAPITAL, LLC CRD 318418 | — | Advisory firm LLC | $24.1M | 2 advisors | Percentage of AUM | View | |
| HOYL WEALTH MANAGEMENT, LLC CRD 330630 | Amarillo, TX | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM | View | |
| KANSO CAPITAL CRD 317708 | — | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM; Hourly charges | View |