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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 | |||||
|---|---|---|---|---|---|---|---|
| NICHOLAS INVESTMENT PARTNERS, L.P. CRD 140159 | San Diego, CA | Advisory firm LP | $1.45B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIPOST CAPITAL PARTNERS LLC CRD 293282 | New York, NY | Advisory firm LLC | $1.45B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| VALLEY WEALTH STRATEGIES, LLC CRD 289737 | Lodi, CA | Advisory firm LLC | $1.45B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLON FINANCIAL, LLC CRD 321217 | Mount Pleasant, SC | Advisory firm LLC | $1.45B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIQUID STRATEGIES, LLC CRD 170107 | Atlanta, GA | Advisory firm LLC | $1.45B | 5 advisors | Percentage of AUM | View | |
| HAVEN GLOBAL PARTNERS, LLC CRD 289472 | Atlanta, GA | Advisory firm LLC | $1.45B | 3 advisors | Percentage of AUM | View | |
| FIVE POINTS CAPITAL LLC CRD 160792 | Winston-Salem, NC | Advisory firm LLC | $1.45B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BROOKSIDE EQUITY PARTNERS LLC CRD 164429 | Stamford, CT | Advisory firm LLC | $1.45B | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FIDUS INVESTMENT ADVISORS, LLC CRD 156981 | Evanston, IL | Advisory firm LLC | $1.44B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE POINT CAPITAL PARTNERS LLC CRD 157031 | Cleveland, OH | Advisory firm LLC | $1.44B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| FUSION FAMILY WEALTH, LLC CRD 168254 | Woodbury, NY | Advisory firm LLC | $1.44B | 5 advisors | Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT | View | |
| SPIREPOINT PRIVATE CLIENT, LLC CRD 327350 | Vero Beach, FL | Advisory firm LLC | $1.44B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| TERRACAP MANAGEMENT LLC CRD 169695 | Naples, FL | Advisory firm LLC | $1.44B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| PINKERTON WEALTH PARTNERS CRD 120973 | Coeur D'Alene, ID | Advisory firm LLC | $1.44B | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. CRD 156890 | Chicago, IL | Advisory firm LLC | $1.44B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ISTHMUS PARTNERS, LLC CRD 171279 | Madison, WI | Advisory firm LLC | $1.44B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARLINE CAPITAL LP CRD 166699 | New York, NY | Advisory firm LP | $1.44B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKSIDE INVESTMENTS, LLC CRD 286178 | Deerfield, IL | Advisory firm LLC | $1.44B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MPE PARTNERS CRD 281787 | Cleveland, OH | Advisory firm LLC | $1.44B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONSHORE FINANCIAL CRD 294053 | AL | Advisory firm LLC | $1.44B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHERIDAN CAPITAL PARTNERS CRD 299035 | Chicago, IL | Advisory firm LP | $1.44B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRA REIT ADVISORS, LLC CRD 290571 | New York, NY | Advisory firm LLC | $1.44B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| JGP WEALTH MANAGEMENT, LLC CRD 290694 | Bend, OR | Advisory firm LLC | $1.43B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK CITY INVESTMENT CONSULTING CRD 162220 | Wake Forest, NC | Advisory firm LLC | $1.43B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |