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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 | |||||
|---|---|---|---|---|---|---|---|
| MAGISTER WEALTH CRD 170829 | — | Advisory firm LLC | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RECONSTRUCTING WEALTH CRD 328284 | — | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WOODWARD INVESTMENT MANAGEMENT, LLC CRD 316141 | — | Advisory firm LLC | $23.4M | 2 advisors | Percentage of AUM; MODEL PROVIDER FEES, CONSULTING SERVICES | View | |
| VAN AKE CAPITAL LLC CRD 289098 | Winnetka, IL | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM | View | |
| DEEP THINK INVESTMENTS CRD 305920 | — | Advisory firm LLC | $23.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MICHAEL P LYNCH WEALTH MANAGEMENT, LLC CRD 147450 | Stockton, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PROFLEX FINANCE CRD 334262 | Los Gatos, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM | View | |
| HEAD TO TOE FINANCIAL PLANNING CRD 330663 | — | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILBERT WEALTH CRD 317073 | — | Advisory firm LLC | $23.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| SIMPLY HUMAN ADVISORS CRD 319482 | — | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGEMENT CONSULTANTS, LLC CRD 121953 | Mobile, AL | Advisory firm LLP | $23.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WOVEN CAPITAL, LLC CRD 171540 | Redding, CA | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GANTT FINANCIAL ADVISORS, LLC CRD 167871 | Daphne, AL | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINDSEY WEALTH MANAGEMENT CRD 174054 | Vincennes, IN | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCH INVESTMENT MANAGEMENT, L.L.C. CRD 158735 | Brookings, SD | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LAKELAND INVESTMENT ADVISORS, LLC. CRD 158978 | — | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM | View | |
| TOMASSI FINANCIAL PLANNING, LLC CRD 166577 | — | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TORRE FINANCIAL CRD 296961 | — | Advisory firm Sole prop | $23.2M | 1 advisors | Percentage of AUM | View | |
| STEELEY ADVISORY, LLC CRD 304870 | Bethesda, MD | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULL OF GRACE FINANCIAL CRD 329813 | — | Advisory firm LLC | $23.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WORTHWISE FINANCIAL PARTNERS CRD 316812 | — | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL LIFE PLANNING, LLC CRD 147011 | Marlton, NJ | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FLYNN CAPITAL MANAGEMENT LLC CRD 155726 | — | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM | View | |
| WEALTHSPRING FINANCIAL ADVISORS, LLC CRD 155504 | — | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |