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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 | |||||
|---|---|---|---|---|---|---|---|
| AJA FINANCIAL LLC CRD 307409 | — | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ROUND OAK CAPITAL LLC CRD 139916 | Charlottesville, VA | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCELSIOR CRD 311850 | Melville, NY | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOHR INVESTMENTS CRD 305796 | Mission Viejo, CA | Advisory firm LLC | $23.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VELAGA ADVISORS CRD 329122 | — | Advisory firm LLC | $23.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY FINANCIAL STRATEGIES CRD 311481 | — | Advisory firm LLC | $23.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL WEALTH GROUP LLC CRD 324003 | Columbia, SC | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHLIGHT WEALTH MANAGEMENT CRD 331642 | San Diego, CA | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FOLIONET ADVISERS LLC CRD 300145 | Miami, FL | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM | View | |
| ECHELON VIRTUAL FAMILY OFFICE, LLC CRD 307166 | Sarasota, FL | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BOLIN CREEK WEALTH ADVISORS LLC CRD 325013 | Chapel Hill, NC | Advisory firm LLC | $23.8M | 2 advisors | Hourly charges; Fixed fees | View | |
| GOSHEN CAPITAL LLC CRD 323625 | — | Advisory firm LLC | $23.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATRUMIN INVESTORS, LLC CRD 170454 | Naples, FL | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM | View | |
| WINDEMERE ADVISORS, LLC CRD 283556 | Valdosta, GA | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARBROOK INVESTMENT MANAGEMENT, LLC CRD 170057 | — | Advisory firm LLC | $23.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKE FINANCIAL LLC CRD 316992 | — | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SPRINGWOOD FINANCIAL ADVISORS CRD 131190 | Dallas, TX | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIFFIN FINANCIAL SERVICES CRD 318954 | — | Advisory firm Sole prop | $23.8M | 1 advisors | Percentage of AUM | View | |
| GBG WEALTH MANAGEMENT LLC CRD 333368 | Lone Tree, CO | Advisory firm LLC | $23.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ABUNDIT WEALTH CRD 329268 | San Jose, CA | Advisory firm Sole prop | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON WEALTH INC CRD 323409 | Franklin, TN | Advisory firm LLC | $23.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNRISE WEALTH MANAGEMENT, LLC CRD 120385 | Tucson, AZ | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE OCEAN WEALTH MANAGEMENT, LLC CRD 284550 | Clearwater, FL | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM | View | |
| BLACK DIAMOND ADVISORY PARTNERS CRD 311051 | — | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM; Hourly charges | View |