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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 | |||||
|---|---|---|---|---|---|---|---|
| INVESTMENT ANALYTICS, LLC CRD 321918 | Cincinnati, OH | Advisory firm LLC | $21.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OAK PEAK FINANCIAL CRD 226668 | Menlo Park, CA | Advisory firm Sole prop | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWN PCFO CRD 330769 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHB ADVISORS CRD 170529 | Washington, DC | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIGHT WEALTH ADVISORS, LLC CRD 299434 | Mission Viejo, CA | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VOLITION FINANCIAL NETWORK, LLC CRD 304366 | Cleveland, OH | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; REFERAL FEES | View | |
| CLEAR TRACE, LLC CRD 144746 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YOUNG FINANCIAL SERVICES CRD 284451 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ST. CROIX ADVISORS, LLC CRD 159000 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELLER WEALTH MANAGEMENT LLC CRD 297975 | Royal Oak, MI | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SAN BLAS CAPITAL, LLC CRD 140971 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NESHAMINY CREEK ADVISORS CRD 291848 | — | Advisory firm Other (specify) | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE BUTLER GROUP LLC CRD 131814 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MONEY CALCULUS LLC CRD 331211 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BKS WEALTH LLC CRD 329627 | — | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM | View | |
| PACIFIC WEALTH PARTNERS, LLC CRD 315291 | — | Advisory firm LLC | $21.8M | 1 advisors | Percentage of AUM | View | |
| BALLASTER FINANCIAL CRD 316668 | — | Advisory firm LLC | $21.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GOYDAS CAPITAL INVESTMENT MANAGEMENT, LLC CRD 305028 | — | Advisory firm LLC | $21.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONTGOMERY WEALTH MANAGEMENT, LLC CRD 173968 | Pagosa Springs, CO | Advisory firm LLC | $21.8M | 1 advisors | Percentage of AUM | View | |
| MODERN WEALTH LLC CRD 331245 | Chandler, AZ | Advisory firm LLC | $21.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RATTLESNAKE CREEK CAPITAL LLC CRD 332008 | Seattle, WA | Advisory firm LLC | $21.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAYDEN WEALTH MANAGEMENT CRD 301535 | Broomfield, CO | Advisory firm LLC | $21.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WASHINGTON PEAK INVESTMENT ADVISORS LLC CRD 289052 | Waterville Valley, NH | Advisory firm LLC | $21.8M | 1 advisors | Percentage of AUM | View | |
| CORNELL CAPITAL MANAGEMENT CRD 304229 | — | Advisory firm LLC | $21.8M | 1 advisors | Percentage of AUM | View |