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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 | |||||
|---|---|---|---|---|---|---|---|
| LEFLEUR FINANCIAL CRD 174156 | Jackson, MS | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM | View | |
| KCLLC CRD 291522 | Alhambra, CA | Advisory firm LLC | $23.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STARDUST WEALTH STRATEGIES CRD 288595 | — | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMPLIFIED WEALTH MANAGEMENT, LLC CRD 312513 | Barrington, IL | Advisory firm LLC | $23.1M | 3 advisors | Percentage of AUM | View | |
| ENLIGHT FINANCIAL LLC CRD 285879 | — | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PIHL FINANCIAL PLANNING CRD 300544 | — | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARCELLUS CAPITAL MANAGEMENT, LLC CRD 292009 | Skaneateles, NY | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PURPOSE BUILT CRD 326554 | Moorestown, NJ | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RLC CAPITAL MANAGEMENT CRD 152801 | — | Advisory firm Sole prop | $23.1M | 1 advisors | Percentage of AUM | View | |
| FOOTLAMP CRD 265788 | Atlanta, GA | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSPARENZA ADVISORS LLC CRD 331554 | Miami, FL | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTERN LEVEL ADVISORS LLC CRD 323014 | — | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHELL CAPITAL MANAGEMENT, LLC CRD 136509 | Knoxville, TN | Advisory firm LLC | $23.1M | 2 advisors | Percentage of AUM | View | |
| RANDAZZO CAPITAL MANAGEMENT, LLC CRD 292900 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BUSH RIVER TRUST, LLC CRD 287995 | Hunt Valley, MD | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PANORAMIC FINANCIAL PLANNING CRD 282461 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MKG CAPITAL MANAGEMENT, LLC CRD 136286 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MAPLE STREET CAPITAL ADVISORS, LLC CRD 289167 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View | |
| ABAYA WEALTH MANAGEMENT LLC CRD 317534 | Buffalo, NY | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALASKA WEALTH MANAGEMENT CRD 323296 | Anchorage, AK | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASHBY WEALTH MANAGEMENT, LLC CRD 285593 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKSIDE STRATEGY AND CONSULTING CRD 334060 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHURCH CAPITAL CRD 167443 | — | Advisory firm Sole prop | $23.0M | 1 advisors | Percentage of AUM | View | |
| DEEMER WEALTH MANAGEMENT LLC CRD 296823 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View |