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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 | |||||
|---|---|---|---|---|---|---|---|
| EPIPHANY FINANCIAL COACHING CRD 307859 | Overland Park, KS | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVERYTHINGHR FINANCIAL SERVICES LLC CRD 290201 | Rochester Hills, MI | Advisory firm LLC | $23.0M | 2 advisors | Percentage of AUM | View | |
| HUMANE INVESTING, LLC. CRD 309690 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View | |
| LEECHGARY ASSET MANAGEMENT LLC CRD 125133 | Atlanta, GA | Advisory firm LLC | $23.0M | 2 advisors | Percentage of AUM | View | |
| MCDOWELL ASSOCIATES INVESTMENTS, LP CRD 167710 | Greensburg, PA | Advisory firm LP | $23.0M | 3 advisors | Percentage of AUM | View | |
| MERCURY FINANCIAL ADVISORS CRD 166362 | — | Advisory firm Sole prop | $23.0M | 1 advisors | Fixed fees | View | |
| NAVIGANT CONSULTING CRD 301929 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View | |
| NEWGRANGE ASSET MANAGEMENT LLC CRD 168484 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View | |
| COMPO ADVISORS, LLC CRD 297348 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM | View | |
| HIGHWIND WEALTH MANAGEMENT CRD 335485 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEPOINT WEALTH ADVISORS CRD 315850 | — | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIVE CEDARS CRD 319384 | Kirkland, WA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIGBY FINANCIAL PLANNING, LLC CRD 130267 | — | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHDEVS CRD 311049 | — | Advisory firm Sole prop | $22.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTEREY BAY ASSET MANAGEMENT LLC CRD 142460 | Monterey, CA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| VINEYARD WEALTH GROUP, LLC CRD 330619 | Vineyard Haven, MA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FORWARD FINANCIAL ADVISORS, LLC CRD 307677 | — | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KATE CAPITAL GROUP CRD 334283 | — | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MIKEL WEALTH MANAGEMENT CRD 331825 | — | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; FINANCIAL PLANNING FEES-FIXED | View | |
| PSALM CAPITAL CRD 325371 | Atlanta, GA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM | View | |
| AMG WEALTH MANAGEMENT LLC CRD 307704 | — | Advisory firm LLC | $22.9M | 2 advisors | Percentage of AUM | View | |
| VALHALLA ADVISORS LLC CRD 310811 | Glendale, AZ | Advisory firm LLC | $22.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENWOOD PINE PARTNERS CRD 314679 | Memphis, TN | Advisory firm LLC | $22.9M | 14 advisors | Percentage of AUM | View | |
| STONEBRIDGE ASSET MANAGEMENT LLC CRD 288094 | — | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM | View |