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 | |||||
|---|---|---|---|---|---|---|---|
| PERSONAL PROSPERITY LLC CRD 313044 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAMOUNT INVESTMENTS, LLC CRD 166643 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALIANT FINANCIAL PLANNING, LLC CRD 333280 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATORIE ADVISORS, LLC CRD 331840 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM | View | |
| CES INVESTMENT STRATEGIES CRD 325168 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OLSON CONSULTING LLC CRD 300445 | — | Advisory firm LLC | $22.1M | 2 advisors | Fixed fees | View | |
| ADVITICA FINANCIAL PLANNING LLC CRD 116052 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PALMER WEALTH PLANNING CRD 313374 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OAKLEAF ASSET ADVISORS CRD 153182 | — | Advisory firm Sole prop | $22.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BINNACLE FINANCIAL GROUP LLC CRD 322486 | — | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FAMILY RETIREMENT LLC CRD 290423 | Seattle, WA | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHIX CAPITAL CRD 308473 | Virginia Beach, VA | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO WEALTH MANAGEMENT CRD 334251 | Wooster, OH | Advisory firm LLC | $22.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARROW FINANCIAL GROUP CRD 119423 | Farmington Hills, MI | Advisory firm LLC | $22.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRAIG FAMILY OFFICE CRD 323358 | — | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ECHO CREEK CAPITAL, LLC CRD 167451 | — | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EPL INVESTMENT ADVISORY LLC CRD 118168 | Mesa, AZ | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARMONY WEALTH ADVISORS, LLC CRD 315465 | Edgewater, MD | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HOOSIER FINANCIAL PLANNING, LLC CRD 305199 | — | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MELLOR & ASSOCIATES LLC CRD 117233 | Bellevue, WA | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM | View | |
| SKYSAIL WEALTH MANAGEMENT LLC CRD 309367 | — | Advisory firm LLC | $22.0M | 1 advisors | Percentage of AUM | View | |
| STONETREE CAPITAL ADVISORS, LLC CRD 160613 | — | Advisory firm LLC | $22.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DNA WEALTH MANAGEMENT LLC CRD 305791 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RM INVESTMENT STRATEGIES, LLC CRD 322828 | Grand Rapids, MI | Advisory firm LLC | $21.9M | 2 advisors | Percentage of AUM | View |