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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 | |||||
|---|---|---|---|---|---|---|---|
| WEST ARBOR SOLUTIONS, LLC CRD 320961 | — | Advisory firm LLC | $23.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLEMAN ADVISORY, LLC CRD 290642 | — | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR WEALTH ADVISOR CRD 335747 | — | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| VIRTUAL INVESTMENT PLANNING LLC CRD 327136 | — | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARABOLIC ASSET MANAGEMENT LLC CRD 171206 | — | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLUEPRINT FINANCIAL STRATEGIES, LLC CRD 315687 | Eatonton, GA | Advisory firm LLC | $23.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE JASPER CAPITAL LLC CRD 319757 | Clermont, FL | Advisory firm LLC | $23.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RHIZOME CAPITAL MANAGEMENT LLC CRD 317579 | NY | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK OAK INVESTMENT MANAGEMENT COMPANY CRD 308421 | — | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM | View | |
| WEALTHARCH INVESTMENT SERVICES, LLC CRD 170601 | Pasadena, CA | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NOMAD CAPITAL GROUP, LLC CRD 172639 | — | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE MENTZER GROUP, LLC CRD 147644 | Knoxville, TN | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE RIVER INVESTMENTS CRD 313722 | — | Advisory firm LLC | $23.6M | 2 advisors | Percentage of AUM | View | |
| WESTHOLLOW WEALTH MANAGEMENT CRD 332854 | Milton, GA | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EAGLE POINT CAPITAL LLC CRD 288969 | — | Advisory firm LLC | $23.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH WEALTH CRD 333452 | Parker City, IN | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. CRD 127140 | Sugar Land, TX | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SLATE PEAK FINANCIAL SERVICES, LLC CRD 295223 | — | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEHRET INVESTMENTS CRD 152782 | — | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| A&G FINANCIAL MANAGEMENT, LLC CRD 154561 | Nashville, TN | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM | View | |
| RELYON FINANCIAL ADVISORS, LLC CRD 269934 | San Antonio, TX | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGAMORE WEALTH MANAGEMENT, LLC CRD 156447 | Woburn, MA | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY WEALTH PLANNING CRD 322883 | Bethalto, IL | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYGGE ADVISORS, LLC CRD 289980 | St.. Petersburg, FL | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM; Fixed fees | View |