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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 | |||||
|---|---|---|---|---|---|---|---|
| SIMONET FINANCIAL GROUP, LLC CRD 283561 | Kyle, TX | Advisory firm LLC | $22.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUGHES FINANCIAL GROUP, LLC CRD 168531 | Perrysburg, OH | Advisory firm LLC | $22.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STABLEFORD CAPITAL PARTNERS CRD 332397 | Denver, CO | Advisory firm LLC | $22.8M | 1 advisors | Percentage of AUM | View | |
| JDYEAGERADVISORS CRD 307193 | — | Advisory firm LLC | $22.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NVEST ADVISORS, LLC CRD 277064 | Colorado Springs, CO | Advisory firm LLC | $22.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GATES INVESTMENT ADVISORS, LLC CRD 141691 | Evansville, IN | Advisory firm LLC | $22.8M | 2 advisors | Percentage of AUM | View | |
| FONDREN OAKS CAPITAL MANAGEMENT CRD 290726 | Dallas, TX | Advisory firm LLC | $22.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOKEH CAPITAL PARTNERS LLC CRD 312964 | — | Advisory firm LLC | $22.8M | 1 advisors | Percentage of AUM | View | |
| STRATHAVEN FINANCIAL LLC CRD 331331 | — | Advisory firm LLC | $22.8M | 1 advisors | Percentage of AUM | View | |
| RELATIVITY CAPITAL ADVISORS, LLC CRD 281942 | Greensboro, GA | Advisory firm LLC | $22.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERCER ISLAND CAPITAL MANAGEMENT, LLC CRD 283752 | — | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INSIGNIA WEALTH ADVISORY CRD 323264 | Opelika, AL | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM | View | |
| TERRELL FINANCIAL GROUP CRD 148425 | Metairie, LA | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATHOS CAPITAL ADVISORS CRD 309225 | — | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM; CONSULTING SERVICE FEES | View | |
| MILLER PREMIER INVESTMENT PLANNING LLC CRD 144062 | — | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PARABLA, LLC CRD 323978 | Oak Ridge, NC | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BROWN FINANCIAL PLANNING LLC CRD 169330 | — | Advisory firm LLC | $22.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALBERT INVESTMENTS, LLC CRD 298006 | Santa Barbara, CA | Advisory firm LLC | $22.7M | 3 advisors | Fixed fees | View | |
| ALPHA ROCK INVESTMENTS, LLC CRD 335453 | Malvern, PA | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM | View | |
| IQ CAPITAL STRATEGY LLC CRD 288724 | — | Advisory firm LLC | $22.6M | 4 advisors | Percentage of AUM | View | |
| RUDWALL WEALTH MANAGEMENT LLC CRD 284515 | — | Advisory firm LLC | $22.6M | 3 advisors | Percentage of AUM | View | |
| PATRIOT ADVISORY GROUP CRD 120649 | Portsmouth, NH | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PULSE FINANCIAL PLANNING CRD 305430 | — | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUNQUEST WEALTH MANAGEMENT, LLC CRD 168567 | — | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM | View |