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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 | |||||
|---|---|---|---|---|---|---|---|
| CANTERBURY INVESTMENT ADVISORS LLC CRD 295652 | Mountain Brook, AL | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM | View | |
| WHITE BROOK CAPITAL CRD 283041 | — | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHPOINTE WEALTH CRD 300247 | — | Advisory firm Sole prop | $24.1M | 1 advisors | Percentage of AUM | View | |
| KENNEDY WEALTH MANAGEMENT CRD 117558 | Knoxville, TN | Advisory firm LLC | $24.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VETERAN WEALTH PLANNING CRD 329756 | — | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOORMAN INVESTMENT COUNSEL LLC CRD 306177 | Plymouth, MI | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EARLS FINANCIAL CRD 334284 | — | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLOHR ASSET MANAGEMENT, LLC CRD 159282 | — | Advisory firm LLC | $24.0M | 1 advisors | Performance-based fees | View | |
| AECH FINANCIAL CRD 336460 | — | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM | View | |
| ALPHA PRIVATE WEALTH ADVISORS LLC CRD 172724 | San Francisco, CA | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARAGLAN CAPITAL MANAGEMENT , LLC CRD 152150 | Stamford, CT | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CLEAR SKIES FINANCIAL CRD 286045 | Gilbert, AZ | Advisory firm LLC | $24.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DCO CAPITAL MANAGEMENT LLC CRD 142637 | Chicago, IL | Advisory firm LLC | $24.0M | 0 total employees | Percentage of AUM | View | |
| GUNN WEALTH MANAGEMENT LLC CRD 131720 | DE | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM | View | |
| RMG ADVISORY SERVICES CRD 155124 | Jackson, MI | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORT PUT YIELD CRD 331841 | — | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE PINE INVESTMENTS CRD 117992 | Wolfeboro, NH | Advisory firm Sole prop | $24.0M | 1 advisors | Percentage of AUM | View | |
| ANCHOR ADVISORY, LLC CRD 297570 | Miami, FL | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLVER ASSET MANAGEMENT, LLC CRD 149020 | — | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM | View | |
| TREK WEALTH PLANNING CRD 307671 | Columbia, MO | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARL SCHORR WEALTH MANAGEMENT, LLC CRD 166433 | Menifee, CA | Advisory firm LLC | $23.9M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| IMHAUS INVESTMENT ADVISORS CRD 145960 | — | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM | View | |
| SHERWOOD FINANCIAL MANAGEMENT CRD 305997 | — | Advisory firm Sole prop | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARR WEALTH MANAGEMENT LLC CRD 281343 | — | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |