Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| ALIGN FINANCIAL SOLUTIONS CRD 329945 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMPLIO WEALTH CRD 331415 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BATMAN WEALTH MANAGEMENT, LLC CRD 313567 | — | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CORE INVESTMENT MANAGEMENT, LLC CRD 166340 | Newport Beach, CA | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM | View | |
| SECURAWEALTH CRD 154000 | — | Advisory firm LLC | $22.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AUTUMN FINANCIAL ADVISORS, LLC CRD 290151 | Plymouth, MI | Advisory firm LLC | $22.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAKEFIELD FINANCIAL PLANNING, LLC CRD 128677 | — | Advisory firm LLC | $22.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IQVESTMENT, LLC CRD 157514 | AL | Advisory firm LLC | $22.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGE TO WEALTH LLC CRD 317202 | — | Advisory firm LLC | $22.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIRIT INVESTMENT ADVISORS CRD 319383 | — | Advisory firm Sole prop | $22.3M | 1 advisors | Percentage of AUM | View | |
| CUSTOM FUNDS MANAGEMENT LLC CRD 153698 | — | Advisory firm LLC | $22.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LVS ADVISORY LLC CRD 300488 | — | Advisory firm LLC | $22.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVIATOR FINANCIAL, LLC CRD 300390 | — | Advisory firm LLC | $22.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GREYFIELD CAPITAL MANAGEMENT LLC CRD 291698 | — | Advisory firm LLC | $22.3M | 1 advisors | Percentage of AUM | View | |
| VERTEX FINANCIAL ADVISORS LLC CRD 300421 | Elkins Park, PA | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PARACCA FINANCIAL GROUP CRD 337399 | Osprey, FL | Advisory firm LLC | $22.2M | 3 advisors | Percentage of AUM | View | |
| MAR FINANCIAL CRD 338746 | — | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM | View | |
| MARIPOSA CAPITAL MANAGEMENT, LLC CRD 150870 | Pasadena, CA | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WOODGREEN ADVISORY, LLC CRD 315552 | — | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM | View | |
| DURANT FINANCIAL PLANNING LLC CRD 306246 | — | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC CRD 168428 | Mequon, WI | Advisory firm LLC | $22.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RAILROAD STREET WEALTH MANAGEMENT, LLC CRD 174397 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM | View | |
| VELMARK CAPITAL MANAGEMENT LLC CRD 311441 | San Francisco, CA | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| YOU FIRST FINANCIAL LLC CRD 292984 | Holladay, UT | Advisory firm LLC | $22.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |