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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 | |||||
|---|---|---|---|---|---|---|---|
| IGNITE FINANCIAL LLC CRD 310329 | — | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CALLAWAY FINANCIAL SERVICES CRD 172117 | Arlington, TX | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOMICH CAPITAL ADVISORS CRD 315279 | Ronkonkoma, NY | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLUE IGUANA FINANCIAL, LLC CRD 330254 | St.. Joseph, MI | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Commissions | View | |
| EMERGENT GLOBAL INVESTMENTS CRD 290875 | Coral Gables, FL | Advisory firm LLC | $22.6M | 4 advisors | Percentage of AUM | View | |
| BALANCED FINANCIAL ADVISORS CRD 330275 | — | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PASSIVE MANAGEMENT LLC CRD 314627 | New York, NY | Advisory firm LLC | $22.6M | 2 advisors | Percentage of AUM | View | |
| SAN GABRIEL CAPITAL CRD 170486 | Cedar Park, TX | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VOYAGE WEALTH MANAGEMENT LLC CRD 168471 | — | Advisory firm LLC | $22.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILESTONE ADVISORY GROUP, LLC CRD 308758 | — | Advisory firm LLC | $22.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JERSEY SHORE PORTFOLIO MANAGEMENT, LLC CRD 164487 | — | Advisory firm LLC | $22.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MOUNTAIN CREEK CAPITAL, LLC CRD 298620 | Melville, NY | Advisory firm LLC | $22.5M | 1 advisors | Percentage of AUM | View | |
| GENESIS CAPITAL GROUP LLC CRD 150035 | New York, NY | Advisory firm LLC | $22.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALG FINANCIAL CRD 332002 | — | Advisory firm Sole prop | $22.5M | 1 advisors | Percentage of AUM | View | |
| HARRIS WEALTH MANAGEMENT, LLC CRD 117184 | Twin Falls, ID | Advisory firm LLC | $22.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VESTEER WEALTH MANAGEMENT, LLC CRD 306992 | — | Advisory firm LLC | $22.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC CRD 165924 | Princeton, NJ | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANALYTICS INVESTMENT ADVISORS CRD 148898 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC CRD 269982 | Milwaukee, WI | Advisory firm LLC | $22.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARIES INVESTMENT ADVISORS, LLC CRD 152137 | Garden City, NY | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRIUMPH PRIVATE WEALTH CRD 311199 | Orlando, FL | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM | View | |
| HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC CRD 149577 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULL LIFE FINANCIAL PLANNING CRD 309835 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JEFF ELLIOTT, CFP® CRD 172781 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |